GI
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GAMMA Investing’s Beacon Financial Corp BBT Stock Holding History

GAMMA Investing’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
Q3 		$57.8K Buy
2,064
+131
+7% +$4.02K ﹤0.01% 2274
2026
Q2 		$58.9K Buy
1,933
+24
+1% +$718 ﹤0.01% 2193
2026
Q1 		$57.3K Buy
1,909
+293
+18% +$8.55K ﹤0.01% 2102
2025
Q4 		$42.6K Sell
1,616
-604
-27% -$15.3K ﹤0.01% 2173
2025
Q3 		$52.6K Buy
2,220
+537
+32% +$13.8K ﹤0.01% 1955
2025
Q2 		$42.1K Buy
1,683
+1,082
+180% +$26.9K ﹤0.01% 2032
2025
Q1 		$15.7K Buy
601
+101
+20% +$2.82K ﹤0.01% 2524
2024
Q4 		$14.2K Buy
500
+100
+25% +$2.88K ﹤0.01% 2439
2024
Q3 		$10.8K Buy
400
+108
+37% +$2.82K ﹤0.01% 2424
2024
Q2 		$6.66K Buy
292
+85
+41% +$1.87K ﹤0.01% 2440
2024
Q1 		$4.74K Buy
207
+133
+180% +$3.04K ﹤0.01% 2431
2023
Q4 		$1.78K Buy
+74
New +$1.59K ﹤0.01% 2608

Other funds holding BBT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FPH
Financial Planning Hawaii Honolulu, Hawaii $185M AUM 19.16% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GAMMA Investing's BBT Position: Q3 2026 in Review

GAMMA Investing increased its Beacon Financial Corp (BBT) stake by 6.8% in Q3 2026, buying an estimated $4.02K and bringing the position to 2,064 shares worth $57.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

GAMMA Investing first reported a position in BBT in Q4 2023 and has held it in 12 quarters since. The position peaked at $58.9K in Q2 2026. 13 funds tracked by Wall St. Rank hold BBT as of Q3 2026.

  • GAMMA Investing held 2,064 shares of Beacon Financial Corp worth $57.8K as of Q3 2026.
  • GAMMA Investing bought 131 Beacon Financial Corp shares in Q3 2026, an estimated $4.02K.
  • Beacon Financial Corp made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2274 holding.
  • GAMMA Investing first reported a position in Beacon Financial Corp in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Beacon Financial Corp position peaked at $58.9K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.