HighTower Advisors
BBT

HighTower Advisors’s Beacon Financial Corp BBT Stock Holding History

HighTower Advisors’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 		– Sell
-12,659
Closed -$380K – 3823
2026
Q1 		$380K Buy
12,659
+1,830
+17% +$53.4K ﹤0.01% 2955
2025
Q4 		$286K Sell
10,829
-20,198
-65% -$512K ﹤0.01% 3083
2025
Q3 		$736K Buy
+31,027
New +$796K ﹤0.01% 2322
2018
Q3 		– Sell
-12,613
Closed -$511K – 2292
2018
Q2 		$511K Buy
12,613
+1,340
+12% +$53K ﹤0.01% 1433
2018
Q1 		$428K Buy
11,273
+306
+3% +$11.6K ﹤0.01% 1496
2017
Q4 		$399K Buy
10,967
+5
+0% +$190 ﹤0.01% 1553
2017
Q3 		$421K Buy
10,962
+1,126
+11% +$39.7K ﹤0.01% 1521
2017
Q2 		$345K Sell
9,836
-169
-2% -$6.08K ﹤0.01% 1547
2017
Q1 		$361K Buy
10,005
+1,281
+15% +$45.3K ﹤0.01% 1465
2016
Q4 		$322K Sell
8,724
-466
-5% -$15K ﹤0.01% 1436
2016
Q3 		$254K Sell
9,190
-99
-1% -$2.7K ﹤0.01% 1532
2016
Q2 		$250K Sell
9,289
-977
-10% -$26.2K ﹤0.01% 1396
2016
Q1 		$277K Buy
10,266
+2,231
+28% +$59.6K ﹤0.01% 1645
2015
Q4 		$233K Buy
8,035
+1
+0% +$29 ﹤0.01% 1688
2015
Q3 		$221K Buy
+8,034
New +$227K ﹤0.01% 1598
2013
Q3 		– Sell
-16,204
Closed -$450K – 1360
2013
Q2 		$450K Buy
+16,204
New +$428K 0.01% 844

Other funds holding BBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

HighTower Advisors's BBT Position: Q2 2026 in Review

HighTower Advisors sold out of Beacon Financial Corp (BBT) in Q2 2026, closing a stake of 12,659 shares — an estimated $380K sold.

HighTower Advisors first reported a position in BBT in Q2 2013 and held it in 16 quarters. The position peaked at $736K in Q3 2025. 111 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • HighTower Advisors reported no remaining Beacon Financial Corp position as of Q2 2026 after selling out during the quarter.
  • HighTower Advisors sold 12,659 Beacon Financial Corp shares in Q2 2026, an estimated $380K.
  • HighTower Advisors first reported a position in Beacon Financial Corp in Q2 2013 and held it in 16 quarters.
  • HighTower Advisors's Beacon Financial Corp position peaked at $736K in Q3 2025.
  • 111 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.