First Manhattan’s Beacon Financial Corp BBT Stock Holding History

First Manhattan’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 Q1	$386K	Sell	12,862 -3,811	-23%	-$111K	﹤0.01%	611
2025 Q4	$440K	Hold	16,673	–	–	﹤0.01%	582
2025 Q3	$395K	Buy	+16,673	New	+$428K	﹤0.01%	584
2024 Q2	–	Sell	-430	Closed	-$9.86K	–	736
2024 Q1	$9.86K	Hold	430	–	–	﹤0.01%	1109
2023 Q4	$10.7K	Sell	430 -700	-62%	-$15.1K	﹤0.01%	1106
2023 Q3	$22.7K	Hold	1,130	–	–	﹤0.01%	1003
2023 Q2	$23.4K	Hold	1,130	–	–	﹤0.01%	1005
2023 Q1	$28.3K	Hold	1,130	–	–	﹤0.01%	1022
2022 Q4	$33.8K	Buy	1,130 +250	+28%	+$7.35K	﹤0.01%	1012
2022 Q3	$24K	Buy	880 +700	+389%	+$19.5K	﹤0.01%	1059
2022 Q2	$4K	Hold	180	–	–	﹤0.01%	1354
2022 Q1	$5K	Hold	180	–	–	﹤0.01%	1376
2021 Q4	$5K	Hold	180	–	–	﹤0.01%	1367
2021 Q3	$4K	Sell	180 -90	-33%	-$2.38K	﹤0.01%	1416
2021 Q2	$7K	Sell	270 -90	-25%	-$2.29K	﹤0.01%	1325
2021 Q1	$8K	Hold	360	–	–	﹤0.01%	1262
2020 Q4	$6K	Hold	360	–	–	﹤0.01%	1187
2020 Q3	$3K	Hold	360	–	–	﹤0.01%	1236
2020 Q2	$3K	Hold	360	–	–	﹤0.01%	1287
2020 Q1	$5K	Sell	360 -90	-20%	-$2.27K	﹤0.01%	1225
2019 Q4	$14K	Hold	450	–	–	﹤0.01%	1102
2019 Q3	$13K	Hold	450	–	–	﹤0.01%	1120
2019 Q2	$14K	Hold	450	–	–	﹤0.01%	1140
2019 Q1	$12K	Hold	450	–	–	﹤0.01%	1177
2018 Q4	$12K	Hold	450	–	–	﹤0.01%	1141
2018 Q3	$18K	Hold	450	–	–	﹤0.01%	1139
2018 Q2	$18K	Sell	450 -300	-40%	-$11.9K	﹤0.01%	1110
2018 Q1	$28K	Hold	750	–	–	﹤0.01%	1048
2017 Q4	$27K	Hold	750	–	–	﹤0.01%	1105
2017 Q3	$29K	Sell	750 -250	-25%	-$8.81K	﹤0.01%	1049
2017 Q2	$35K	Buy	1,000 +250	+33%	+$9K	﹤0.01%	999
2017 Q1	$27K	Hold	750	–	–	﹤0.01%	1047
2016 Q4	$27K	Sell	750 -38,500	-98%	-$1.24M	﹤0.01%	1020
2016 Q3	$1.09M	Hold	39,250	–	–	0.01%	408
2016 Q2	$1.06M	Hold	39,250	–	–	0.01%	416
2016 Q1	$1.05M	Hold	39,250	–	–	0.01%	412
2015 Q4	$1.14M	Hold	39,250	–	–	0.01%	410
2015 Q3	$1.08M	Hold	39,250	–	–	0.01%	416
2015 Q2	$1.12M	Buy	39,250 +23,409	+148%	+$654K	0.01%	415
2015 Q1	$438K	Hold	15,841	–	–	﹤0.01%	538
2014 Q4	$422K	Hold	15,841	–	–	﹤0.01%	546
2014 Q3	$372K	Hold	15,841	–	–	﹤0.01%	573
2014 Q2	$367K	Hold	15,841	–	–	﹤0.01%	571
2014 Q1	$409K	Hold	15,841	–	–	﹤0.01%	546
2013 Q4	$431K	Hold	15,841	–	–	﹤0.01%	536
2013 Q3	$397K	Hold	15,841	–	–	﹤0.01%	537
2013 Q2	$412K	Buy	+15,841	New	+$418K	﹤0.01%	533

Other funds holding BBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Manhattan's BBT Position: Q1 2026 in Review

First Manhattan reduced its Beacon Financial Corp (BBT) stake by 23% in Q1 2026, selling an estimated $111K and leaving 12,862 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

First Manhattan first reported a position in BBT in Q2 2013 and has held it in 47 quarters since. The position peaked at $1.14M in Q4 2015. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

First Manhattan held 12,862 shares of Beacon Financial Corp worth $386K as of Q1 2026.
First Manhattan sold 3,811 Beacon Financial Corp shares in Q1 2026, an estimated $111K.
Beacon Financial Corp made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #611 holding.
First Manhattan first reported a position in Beacon Financial Corp in Q2 2013 and has held it in 47 quarters since.
First Manhattan's Beacon Financial Corp position peaked at $1.14M in Q4 2015.
291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.