Franklin Resources
BBT

Franklin Resources’s Beacon Financial Corp BBT Stock Holding History

Franklin Resources’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 		– Sell
-18,852
Closed -$497K – 3165
2025
Q4 		$497K Sell
18,852
-3,826
-17% -$96.9K ﹤0.01% 2410
2025
Q3 		$1.49M Buy
22,678
+1,516
+7% +$38.9K ﹤0.01% 1907
2025
Q2 		$530K Sell
21,162
-15,249
-42% -$379K ﹤0.01% 2296
2025
Q1 		$950K Sell
36,411
-252
-0.7% -$7.04K ﹤0.01% 1981
2024
Q4 		$1.04M Sell
36,663
-287
-0.8% -$8.27K ﹤0.01% 1977
2024
Q3 		$1.02M Sell
36,950
-518
-1% -$13.5K ﹤0.01% 1977
2024
Q2 		$854K Buy
37,468
+21,833
+140% +$479K ﹤0.01% 1994
2024
Q1 		$358K Hold
15,635
– – ﹤0.01% 2404
2023
Q4 		$388K Sell
15,635
-23
-0.1% -$496 ﹤0.01% 2058
2023
Q3 		$314K Sell
15,658
-4,023
-20% -$86.2K ﹤0.01% 2135
2023
Q2 		$408K Buy
19,681
+19
+0.1% +$410 ﹤0.01% 2064
2023
Q1 		$493K Hold
19,662
– – ﹤0.01% 1706
2022
Q4 		$588K Buy
19,662
+186
+1% +$5.47K ﹤0.01% 1655
2022
Q3 		$532K Buy
19,476
+255
+1% +$7.11K ﹤0.01% 1669
2022
Q2 		$476K Sell
19,221
-9,280
-33% -$241K ﹤0.01% 1720
2022
Q1 		$825K Hold
28,501
– – ﹤0.01% 1670
2021
Q4 		$810K Sell
28,501
-76
-0.3% -$2.11K ﹤0.01% 1739
2021
Q3 		$771K Buy
+28,577
New +$755K ﹤0.01% 1721

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 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

Franklin Resources's BBT Position: Q1 2026 in Review

Franklin Resources sold out of Beacon Financial Corp (BBT) in Q1 2026, closing a stake of 18,852 shares — an estimated $497K sold.

Franklin Resources first reported a position in BBT in Q3 2021 and held it in 18 quarters. The position peaked at $1.49M in Q3 2025. 293 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Franklin Resources reported no remaining Beacon Financial Corp position as of Q1 2026 after selling out during the quarter.
  • Franklin Resources sold 18,852 Beacon Financial Corp shares in Q1 2026, an estimated $497K.
  • Franklin Resources first reported a position in Beacon Financial Corp in Q3 2021 and held it in 18 quarters.
  • Franklin Resources's Beacon Financial Corp position peaked at $1.49M in Q3 2025.
  • 293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.