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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
Q2 		$937K Buy
+30,775
New +$921K 0.23% 142
2026
Q1 		– Sell
-10,246
Closed -$270K – 657
2025
Q4 		$270K Buy
+10,246
New +$260K 0.08% 461

Other funds holding BBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

InceptionR's BBT Position: Q2 2026 in Review

InceptionR opened a new position in Beacon Financial Corp (BBT) in Q2 2026: 30,775 shares worth $937K. The stake represents 0.23% of the portfolio and ranks #142 among its holdings. This is a return to the name: InceptionR previously reported a position in BBT as recently as Q4 2025.

InceptionR first reported a position in BBT in Q4 2025 and has held it in 2 quarters since. 294 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • InceptionR held 30,775 shares of Beacon Financial Corp worth $937K as of Q2 2026.
  • Beacon Financial Corp was a new InceptionR position in Q2 2026.
  • Beacon Financial Corp made up 0.23% of InceptionR's portfolio in Q2 2026, its #142 holding.
  • InceptionR first reported a position in Beacon Financial Corp in Q4 2025 and has held it in 2 quarters since.
  • 294 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.