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
Q2 		$532K Buy
17,487
+17,486
+1,748,600% +$523K ﹤0.01% 648
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 $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 $3.37T AUM 44.26% 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

Freestone Grove Partners's BBT Position: Q2 2026 in Review

Freestone Grove Partners increased its Beacon Financial Corp (BBT) stake by 1,748,600% in Q2 2026, buying an estimated $523K and bringing the position to 17,487 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Freestone Grove Partners first reported a position in BBT in Q3 2025 and has held it in 4 quarters since. The position peaked at $728K in Q4 2025. 295 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Freestone Grove Partners held 17,487 shares of Beacon Financial Corp worth $532K as of Q2 2026.
  • Freestone Grove Partners bought 17,486 Beacon Financial Corp shares in Q2 2026, an estimated $523K.
  • Beacon Financial Corp made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #648 holding.
  • Freestone Grove Partners first reported a position in Beacon Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • Freestone Grove Partners's Beacon Financial Corp position peaked at $728K in Q4 2025.
  • 295 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.