GWM
BBT

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
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

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

Gilpin Wealth Management's BBT Position: Q2 2026 in Review

Gilpin Wealth Management reduced its Beacon Financial Corp (BBT) stake by 25% in Q2 2026, selling an estimated $120 and leaving 12 shares worth $366. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Gilpin Wealth Management first reported a position in BBT in Q4 2025 and has held it in 3 quarters since. The position peaked at $480 in Q1 2026. 293 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Gilpin Wealth Management held 12 shares of Beacon Financial Corp worth $366 as of Q2 2026.
  • Gilpin Wealth Management sold 4 Beacon Financial Corp shares in Q2 2026, an estimated $120.
  • Beacon Financial Corp made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #771 holding.
  • Gilpin Wealth Management first reported a position in Beacon Financial Corp in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Beacon Financial Corp position peaked at $480 in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.