FGP
BBT

Freestone Grove Partners’s Beacon Financial Corp BBT Stock Holding History

Freestone Grove Partners’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 		$30 Sell
1
-27,611
-100% -$806K ﹤0.01% 932
2025
Q4 		$728K Buy
27,612
+2,031
+8% +$51.4K 0.01% 506
2025
Q3 		$607K Buy
+25,581
New +$656K ﹤0.01% 508

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

Freestone Grove Partners's BBT Position: Q1 2026 in Review

Freestone Grove Partners reduced its Beacon Financial Corp (BBT) stake by 100% in Q1 2026, selling an estimated $806K and leaving 1 share worth $30. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Freestone Grove Partners first reported a position in BBT in Q3 2025 and has held it in 3 quarters since. The position peaked at $728K in Q4 2025. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Freestone Grove Partners held 1 share of Beacon Financial Corp worth $30 as of Q1 2026.
  • Freestone Grove Partners sold 27,611 Beacon Financial Corp shares in Q1 2026, an estimated $806K.
  • Beacon Financial Corp made up ﹤0.01% of Freestone Grove Partners's portfolio in Q1 2026, its #932 holding.
  • Freestone Grove Partners first reported a position in Beacon Financial Corp in Q3 2025 and has held it in 3 quarters since.
  • Freestone Grove Partners's Beacon Financial Corp position peaked at $728K in Q4 2025.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

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