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Global Retirement Partners’s Beacon Financial Corp BBT Stock Holding History

Global Retirement 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 		$69.6K Buy
+2,287
New +$68.5K ﹤0.01% 2307
2025
Q4 		$14.2K Buy
540
+87
+19% +$2.2K ﹤0.01% 3023
2025
Q3 		$10.7K Buy
+453
New +$11.6K ﹤0.01% 2672
2023
Q1 		– Sell
-29
Closed -$867 – 3210
2022
Q4 		$867 Hold
29
– – ﹤0.01% 2636
2022
Q3 		$1K Buy
29
+11
+61% +$307 ﹤0.01% 2389
2022
Q2 		$0 Buy
+18
New +$467 ﹤0.01% 2678

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 $3.38T AUM 44.17% 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

Global Retirement Partners's BBT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Beacon Financial Corp (BBT) in Q2 2026: 2,287 shares worth $69.6K. The stake represents ﹤0.01% of the portfolio and ranks #2307 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BBT as recently as Q4 2025.

Global Retirement Partners first reported a position in BBT in Q2 2022 and has held it in 6 quarters since. 294 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Global Retirement Partners held 2,287 shares of Beacon Financial Corp worth $69.6K as of Q2 2026.
  • Beacon Financial Corp was a new Global Retirement Partners position in Q2 2026.
  • Beacon Financial Corp made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2307 holding.
  • Global Retirement Partners first reported a position in Beacon Financial Corp in Q2 2022 and has held it in 6 quarters since.
  • 294 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.