GRP
BBT

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Retirement Partners's BBT Position: Q4 2025 in Review

Global Retirement Partners increased its Beacon Financial Corp (BBT) stake by 19% in Q4 2025, buying an estimated $2.2K and bringing the position to 540 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3023.

Global Retirement Partners first reported a position in BBT in Q2 2022 and has held it in 5 quarters since. 282 funds tracked by Wall St. Rank hold BBT as of Q4 2025.

  • Global Retirement Partners held 540 shares of Beacon Financial Corp worth $14.2K as of Q4 2025.
  • Global Retirement Partners bought 87 Beacon Financial Corp shares in Q4 2025, an estimated $2.2K.
  • Beacon Financial Corp made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3023 holding.
  • Global Retirement Partners first reported a position in Beacon Financial Corp in Q2 2022 and has held it in 5 quarters since.
  • 282 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.