IIM
BBT

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

Ironwood 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
Q1 		$1.21M Buy
40,327
+15,839
+65% +$462K 0.5% 60
2025
Q4 		$646K Sell
24,488
-53
-0.2% -$1.34K 0.27% 101
2025
Q3 		$582K Sell
24,541
-201
-0.8% -$5.16K 0.25% 107
2025
Q2 		$620K Sell
24,742
-941
-4% -$23.4K 0.3% 93
2025
Q1 		$670K Buy
25,683
+9,664
+60% +$270K 0.37% 84
2024
Q4 		$455K Buy
16,019
+250
+2% +$7.21K 0.23% 106
2024
Q3 		$425K Buy
15,769
+407
+3% +$10.6K 0.21% 114
2024
Q2 		$350K Sell
15,362
-267
-2% -$5.86K 0.19% 118
2024
Q1 		$358K Buy
15,629
+203
+1% +$4.64K 0.17% 124
2023
Q4 		$383K Sell
15,426
-295
-2% -$6.36K 0.2% 113
2023
Q3 		$315K Sell
15,721
-370
-2% -$7.92K 0.19% 118
2023
Q2 		$334K Sell
16,091
-461
-3% -$9.96K 0.19% 118
2023
Q1 		$415K Sell
16,552
-253
-2% -$7.22K 0.26% 109
2022
Q4 		$502K Sell
16,805
-419
-2% -$12.3K 0.33% 92
2022
Q3 		$470K Buy
17,224
+42
+0.2% +$1.17K 0.33% 100
2022
Q2 		$426K Buy
17,182
+13
+0.1% +$337 0.28% 109
2022
Q1 		$497K Buy
17,169
+213
+1% +$6.41K 0.27% 116
2021
Q4 		$482K Buy
16,956
+411
+2% +$11.4K 0.24% 122
2021
Q3 		$446K Buy
16,545
+19
+0.1% +$502 0.23% 119
2021
Q2 		$453K Sell
16,526
-363
-2% -$9.21K 0.23% 126
2021
Q1 		$377K Buy
16,889
+1,899
+13% +$38.8K 0.2% 133
2020
Q4 		$257K Sell
14,990
-2,227
-13% -$33.2K 0.15% 144
2020
Q3 		$174K Sell
17,217
-34
-0.2% -$335 0.12% 146
2020
Q2 		$190K Sell
17,251
-3,669
-18% -$47.1K 0.15% 139
2020
Q1 		$311K Sell
20,920
-766
-4% -$19.3K 0.31% 117
2019
Q4 		$713K Sell
21,686
-1,331
-6% -$41.7K 0.49% 72
2019
Q3 		$674K Sell
23,017
-75
-0.3% -$2.28K 0.51% 75
2019
Q2 		$725K Sell
23,092
-11
-0% -$328 0.57% 65
2019
Q1 		$629K Sell
23,103
-647
-3% -$18.7K 0.51% 74
2018
Q4 		$641K Buy
23,750
+7,274
+44% +$244K 0.59% 58
2018
Q3 		$671K Sell
16,476
-1
-0% -$42 0.47% 83
2018
Q2 		$669K Sell
16,477
-336
-2% -$13.3K 0.47% 81
2018
Q1 		$638K Sell
16,813
-485
-3% -$18.4K 0.47% 84
2017
Q4 		$633K Buy
17,298
+5
+0% +$190 0.45% 81
2017
Q3 		$670K Sell
17,293
-209
-1% -$7.37K 0.47% 81
2017
Q2 		$615K Sell
17,502
-840
-5% -$30.2K 0.45% 87
2017
Q1 		$661K Sell
18,342
-1,098
-6% -$38.9K 0.49% 81
2016
Q4 		$716K Sell
19,440
-1,230
-6% -$39.6K 0.52% 81
2016
Q3 		$573K Sell
20,670
-5,960
-22% -$163K 0.44% 92
2016
Q2 		$717K Sell
26,630
-8,333
-24% -$224K 0.54% 72
2016
Q1 		$940K Sell
34,963
-34,370
-50% -$918K 0.62% 71
2015
Q4 		$2.02M Sell
69,333
-14,919
-18% -$433K 0.83% 52
2015
Q3 		$2.32M Sell
84,252
-41,189
-33% -$1.16M 0.85% 52
2015
Q2 		$3.57M Sell
125,441
-34,399
-22% -$960K 0.82% 54
2015
Q1 		$4.43M Sell
159,840
-10,622
-6% -$278K 0.82% 53
2014
Q4 		$4.54M Sell
170,462
-8,506
-5% -$213K 0.83% 57
2014
Q3 		$4.2M Sell
178,968
-13,517
-7% -$325K 0.76% 56
2014
Q2 		$4.47M Sell
192,485
-23,985
-11% -$565K 0.71% 59
2014
Q1 		$5.6M Sell
216,470
-15,562
-7% -$398K 0.81% 60
2013
Q4 		$6.33M Buy
232,032
+11,895
+5% +$309K 0.88% 54
2013
Q3 		$5.53M Buy
220,137
+4,862
+2% +$127K 0.87% 55
2013
Q2 		$5.98M Buy
+215,275
New +$5.68M 1.06% 45

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

Ironwood Investment Management's BBT Position: Q1 2026 in Review

Ironwood Investment Management increased its Beacon Financial Corp (BBT) stake by 65% in Q1 2026, buying an estimated $462K and bringing the position to 40,327 shares worth $1.21M. The position accounts for 0.5% of the portfolio, ranked #60.

Ironwood Investment Management first reported a position in BBT in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.33M in Q4 2013. 292 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Ironwood Investment Management held 40,327 shares of Beacon Financial Corp worth $1.21M as of Q1 2026.
  • Ironwood Investment Management bought 15,839 Beacon Financial Corp shares in Q1 2026, an estimated $462K.
  • Beacon Financial Corp made up 0.5% of Ironwood Investment Management's portfolio in Q1 2026, its #60 holding.
  • Ironwood Investment Management first reported a position in Beacon Financial Corp in Q2 2013 and has held it in 52 quarters since.
  • Ironwood Investment Management's Beacon Financial Corp position peaked at $6.33M in Q4 2013.
  • 292 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.