FPH
BBT

Financial Planning Hawaii’s Beacon Financial Corp BBT Stock Holding History

Financial Planning Hawaii’s Portfolio BBT Stock Details BBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$316K Hold
10,380
– – 0.17% 105
2026
Q1 		$311K Hold
10,380
– – 0.18% 101
2025
Q4 		$274K Buy
+10,380
New +$263K 0.16% 110

Other funds holding BBT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Financial Planning Hawaii's BBT Position: Q2 2026 in Review

Financial Planning Hawaii held its Beacon Financial Corp (BBT) position steady in Q2 2026 at 10,380 shares worth $316K. The position accounts for 0.17% of the portfolio, ranked #105.

Financial Planning Hawaii first reported a position in BBT in Q4 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Financial Planning Hawaii held 10,380 shares of Beacon Financial Corp worth $316K as of Q2 2026.
  • Financial Planning Hawaii left its Beacon Financial Corp share count unchanged in Q2 2026.
  • Beacon Financial Corp made up 0.17% of Financial Planning Hawaii's portfolio in Q2 2026, its #105 holding.
  • Financial Planning Hawaii first reported a position in Beacon Financial Corp in Q4 2025 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.