IIM
BBT

INTECH Investment Management’s Beacon Financial Corp BBT Stock Holding History

INTECH Investment Management’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 		$552K Sell
18,122
-13,345
-42% -$399K 0.01% 1305
2026
Q1 		$944K Buy
31,467
+3,174
+11% +$92.7K 0.01% 1044
2025
Q4 		$746K Sell
28,293
-118,076
-81% -$2.99M 0.01% 1294
2025
Q3 		$3.47M Buy
146,369
+117,344
+404% +$3.01M 0.03% 502
2025
Q2 		$727K Sell
29,025
-8,223
-22% -$204K 0.01% 1390
2025
Q1 		$972K Buy
37,248
+14,598
+64% +$408K 0.01% 1214
2024
Q4 		$644K Buy
22,650
+8,549
+61% +$246K 0.01% 1415
2024
Q3 		$380K Sell
14,101
-3,840
-21% -$100K ﹤0.01% 1377
2024
Q2 		$409K Buy
+17,941
New +$394K 0.01% 875

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 $3.37T AUM 44.26% 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

INTECH Investment Management's BBT Position: Q2 2026 in Review

INTECH Investment Management reduced its Beacon Financial Corp (BBT) stake by 42% in Q2 2026, selling an estimated $399K and leaving 18,122 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #1305.

INTECH Investment Management first reported a position in BBT in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.47M in Q3 2025. 293 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • INTECH Investment Management held 18,122 shares of Beacon Financial Corp worth $552K as of Q2 2026.
  • INTECH Investment Management sold 13,345 Beacon Financial Corp shares in Q2 2026, an estimated $399K.
  • Beacon Financial Corp made up 0.01% of INTECH Investment Management's portfolio in Q2 2026, its #1305 holding.
  • INTECH Investment Management first reported a position in Beacon Financial Corp in Q2 2024 and has held it in 9 quarters since.
  • INTECH Investment Management's Beacon Financial Corp position peaked at $3.47M in Q3 2025.
  • 293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.