GC
BBT

Garde Capital’s Beacon Financial Corp BBT Stock Holding History

Garde Capital’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
2025
Q3 		– Sell
-15
Closed -$376 – 311
2025
Q2 		$376 Hold
15
– – ﹤0.01% 748
2025
Q1 		$392 Buy
+15
New +$419 ﹤0.01% 732

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Garde Capital's BBT Position: Q3 2025 in Review

Garde Capital sold out of Beacon Financial Corp (BBT) in Q3 2025, closing a stake of 15 shares — an estimated $376 sold.

Garde Capital first reported a position in BBT in Q1 2025 and held it in 2 quarters. The position peaked at $392 in Q1 2025. 277 funds tracked by Wall St. Rank hold BBT as of Q3 2025.

  • Garde Capital reported no remaining Beacon Financial Corp position as of Q3 2025 after selling out during the quarter.
  • Garde Capital sold 15 Beacon Financial Corp shares in Q3 2025, an estimated $376.
  • Garde Capital first reported a position in Beacon Financial Corp in Q1 2025 and held it in 2 quarters.
  • Garde Capital's Beacon Financial Corp position peaked at $392 in Q1 2025.
  • 277 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.