InceptionR’s Beacon Financial Corp BBT Stock Holding History

InceptionR’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	–	Sell	-10,246	Closed	-$270K	–	657
2025 Q4	$270K	Buy	+10,246	New	+$260K	0.08%	461

Other funds holding BBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

InceptionR's BBT Position: Q1 2026 in Review

InceptionR sold out of Beacon Financial Corp (BBT) in Q1 2026, closing a stake of 10,246 shares — an estimated $270K sold.

InceptionR first reported a position in BBT in Q4 2025 and held it in 1 quarter. The position peaked at $270K in Q4 2025. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

InceptionR reported no remaining Beacon Financial Corp position as of Q1 2026 after selling out during the quarter.
InceptionR sold 10,246 Beacon Financial Corp shares in Q1 2026, an estimated $270K.
InceptionR first reported a position in Beacon Financial Corp in Q4 2025 and held it in 1 quarter.
InceptionR's Beacon Financial Corp position peaked at $270K in Q4 2025.
291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.