Focus Partners Wealth
BBT icon

Focus Partners Wealth’s Beacon Financial Corp BBT Stock Holding History

Focus Partners 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 		– Sell
-7,475
Closed -$224K – 2784
2026
Q1 		$224K Buy
+7,475
New +$218K ﹤0.01% 2357
2025
Q4 		– Sell
-12,789
Closed -$1.89M – 2667
2025
Q3 		$1.89M Buy
+12,789
New +$328K ﹤0.01% 1036

Other funds holding BBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Verition Fund Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Focus Partners Wealth's BBT Position: Q2 2026 in Review

Focus Partners Wealth sold out of Beacon Financial Corp (BBT) in Q2 2026, closing a stake of 7,475 shares — an estimated $224K sold.

Focus Partners Wealth first reported a position in BBT in Q3 2025 and held it in 2 quarters. The position peaked at $1.89M in Q3 2025. 294 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Focus Partners Wealth reported no remaining Beacon Financial Corp position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 7,475 Beacon Financial Corp shares in Q2 2026, an estimated $224K.
  • Focus Partners Wealth first reported a position in Beacon Financial Corp in Q3 2025 and held it in 2 quarters.
  • Focus Partners Wealth's Beacon Financial Corp position peaked at $1.89M in Q3 2025.
  • 294 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.