FPW
BBT

Flywheel Private Wealth’s Beacon Financial Corp BBT Stock Holding History

Flywheel Private Wealth’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 		$673K Hold
22,100
– – 0.33% 40
2026
Q1 		$663K Buy
+22,100
New +$645K 0.38% 38

Other funds holding BBT

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CP
Clarendon Private Boston, Massachusetts $156M AUM 32.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Flywheel Private Wealth's BBT Position: Q2 2026 in Review

Flywheel Private Wealth held its Beacon Financial Corp (BBT) position steady in Q2 2026 at 22,100 shares worth $673K. The position accounts for 0.33% of the portfolio, ranked #40.

Flywheel Private Wealth first reported a position in BBT in Q1 2026 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Flywheel Private Wealth held 22,100 shares of Beacon Financial Corp worth $673K as of Q2 2026.
  • Flywheel Private Wealth left its Beacon Financial Corp share count unchanged in Q2 2026.
  • Beacon Financial Corp made up 0.33% of Flywheel Private Wealth's portfolio in Q2 2026, its #40 holding.
  • Flywheel Private Wealth first reported a position in Beacon Financial Corp in Q1 2026 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.