IC
BBT

IEQ Capital’s Beacon Financial Corp BBT Stock Holding History

IEQ Capital’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 		$1.13M Buy
37,691
+13,927
+59% +$407K 0.01% 987
2025
Q4 		$627K Sell
23,764
-54,029
-69% -$1.37M ﹤0.01% 1228
2025
Q3 		$1.84M Buy
77,793
+44,312
+132% +$1.14M 0.01% 796
2025
Q2 		$838K Buy
33,481
+13,984
+72% +$348K 0.01% 922
2025
Q1 		$509K Buy
+19,497
New +$545K ﹤0.01% 973

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

IEQ Capital's BBT Position: Q1 2026 in Review

IEQ Capital increased its Beacon Financial Corp (BBT) stake by 59% in Q1 2026, buying an estimated $407K and bringing the position to 37,691 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #987.

IEQ Capital first reported a position in BBT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.84M in Q3 2025. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • IEQ Capital held 37,691 shares of Beacon Financial Corp worth $1.13M as of Q1 2026.
  • IEQ Capital bought 13,927 Beacon Financial Corp shares in Q1 2026, an estimated $407K.
  • Beacon Financial Corp made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #987 holding.
  • IEQ Capital first reported a position in Beacon Financial Corp in Q1 2025 and has held it in 5 quarters since.
  • IEQ Capital's Beacon Financial Corp position peaked at $1.84M in Q3 2025.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.