Focus Partners Wealth
BBT

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focus Partners Wealth's BBT Position: Q1 2026 in Review

Focus Partners Wealth opened a new position in Beacon Financial Corp (BBT) in Q1 2026: 7,475 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #2357 among its holdings. This is a return to the name: Focus Partners Wealth previously reported a position in BBT as recently as Q3 2025.

Focus Partners Wealth first reported a position in BBT in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.89M in Q3 2025. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Focus Partners Wealth held 7,475 shares of Beacon Financial Corp worth $224K as of Q1 2026.
  • Beacon Financial Corp was a new Focus Partners Wealth position in Q1 2026.
  • Beacon Financial Corp made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2357 holding.
  • Focus Partners Wealth first reported a position in Beacon Financial Corp in Q3 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's Beacon Financial Corp position peaked at $1.89M in Q3 2025.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.