IWA
BBT

Icon Wealth Advisors’s Beacon Financial Corp BBT Stock Holding History

Icon Wealth 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
Q1 		$222K Buy
+7,095
New +$207K 0.01% 367

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Icon Wealth Advisors's BBT Position: Q1 2026 in Review

Icon Wealth Advisors opened a new position in Beacon Financial Corp (BBT) in Q1 2026: 7,095 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #367 among its holdings.

291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Icon Wealth Advisors held 7,095 shares of Beacon Financial Corp worth $222K as of Q1 2026.
  • Beacon Financial Corp was a new Icon Wealth Advisors position in Q1 2026.
  • Beacon Financial Corp made up 0.01% of Icon Wealth Advisors's portfolio in Q1 2026, its #367 holding.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.