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Gilpin Wealth Management’s Beacon Financial Corp BBT Stock Holding History

Gilpin Wealth Management’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 		$168 Sell
6
-6
-50% -$184 ﹤0.01% 1181
2026
Q2 		$366 Sell
12
-4
-25% -$120 ﹤0.01% 771
2026
Q1 		$480 Buy
16
+9
+129% +$263 ﹤0.01% 626
2025
Q4 		$185 Buy
+7
New +$177 ﹤0.01% 683

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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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

Gilpin Wealth Management's BBT Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Beacon Financial Corp (BBT) stake by 50% in Q3 2026, selling an estimated $184 and leaving 6 shares worth $168. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Gilpin Wealth Management first reported a position in BBT in Q4 2025 and has held it in 4 quarters since. The position peaked at $480 in Q1 2026. 13 funds tracked by Wall St. Rank hold BBT as of Q3 2026.

  • Gilpin Wealth Management held 6 shares of Beacon Financial Corp worth $168 as of Q3 2026.
  • Gilpin Wealth Management sold 6 Beacon Financial Corp shares in Q3 2026, an estimated $184.
  • Beacon Financial Corp made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1181 holding.
  • Gilpin Wealth Management first reported a position in Beacon Financial Corp in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Beacon Financial Corp position peaked at $480 in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.