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Hennion & Walsh Asset Management’s Beacon Financial Corp BBT Stock Holding History

Hennion & Walsh Asset 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 		$272K Sell
9,723
-117
-1% -$3.59K 0.01% 881
2026
Q2 		$300K Sell
9,840
-2,814
-22% -$84.2K 0.01% 849
2026
Q1 		$380K Sell
12,654
-204
-2% -$5.96K 0.01% 781
2025
Q4 		$339K Sell
12,858
-10,824
-46% -$274K 0.01% 801
2025
Q3 		$562K Buy
+23,682
New +$607K 0.02% 678

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
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Hennion & Walsh Asset Management's BBT Position: Q3 2026 in Review

Hennion & Walsh Asset Management reduced its Beacon Financial Corp (BBT) stake by 1.2% in Q3 2026, selling an estimated $3.59K and leaving 9,723 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #881.

Hennion & Walsh Asset Management first reported a position in BBT in Q3 2025 and has held it in 5 quarters since. The position peaked at $562K in Q3 2025. 13 funds tracked by Wall St. Rank hold BBT as of Q3 2026.

  • Hennion & Walsh Asset Management held 9,723 shares of Beacon Financial Corp worth $272K as of Q3 2026.
  • Hennion & Walsh Asset Management sold 117 Beacon Financial Corp shares in Q3 2026, an estimated $3.59K.
  • Beacon Financial Corp made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #881 holding.
  • Hennion & Walsh Asset Management first reported a position in Beacon Financial Corp in Q3 2025 and has held it in 5 quarters since.
  • Hennion & Walsh Asset Management's Beacon Financial Corp position peaked at $562K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.