Flagship Wealth Advisors’s Beacon Financial Corp BBT Stock Holding History

Flagship Wealth Advisors’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	$91.3K	Buy	+3,000	New	+$89.8K	0.02%	213

Other funds holding BBT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Flagship Wealth Advisors's BBT Position: Q2 2026 in Review

Flagship Wealth Advisors opened a new position in Beacon Financial Corp (BBT) in Q2 2026: 3,000 shares worth $91.3K. The stake represents 0.02% of the portfolio and ranks #213 among its holdings.

293 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

Flagship Wealth Advisors held 3,000 shares of Beacon Financial Corp worth $91.3K as of Q2 2026.
Beacon Financial Corp was a new Flagship Wealth Advisors position in Q2 2026.
Beacon Financial Corp made up 0.02% of Flagship Wealth Advisors's portfolio in Q2 2026, its #213 holding.
293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.