Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Beacon Financial Corp BBT Stock Holding History

Jacobs Levy Equity 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
2025
Q4 		– Sell
-53,232
Closed -$1.26M – 933
2025
Q3 		$1.26M Sell
53,232
-133,894
-72% -$3.43M 0.01% 671
2025
Q2 		$4.69M Sell
187,126
-1,202
-0.6% -$29.9K 0.02% 447
2025
Q1 		$4.91M Sell
188,328
-157,318
-46% -$4.39M 0.02% 458
2024
Q4 		$9.83M Buy
345,646
+4,952
+1% +$143K 0.03% 309
2024
Q3 		$9.17M Buy
340,694
+75,476
+28% +$1.97M 0.04% 335
2024
Q2 		$6.05M Buy
265,218
+70,882
+36% +$1.56M 0.03% 420
2024
Q1 		$4.45M Sell
194,336
-2,421
-1% -$55.4K 0.02% 449
2023
Q4 		$4.89M Sell
196,757
-8,840
-4% -$191K 0.02% 427
2023
Q3 		$4.12M Buy
205,597
+16,440
+9% +$352K 0.02% 413
2023
Q2 		$3.92M Sell
189,157
-32,408
-15% -$700K 0.02% 451
2023
Q1 		$5.55M Sell
221,565
-9,186
-4% -$262K 0.03% 377
2022
Q4 		$6.9M Buy
230,751
+716
+0.3% +$21.1K 0.05% 339
2022
Q3 		$6.28M Buy
230,035
+47,538
+26% +$1.33M 0.05% 342
2022
Q2 		$4.52M Sell
182,497
-8,645
-5% -$224K 0.04% 433
2022
Q1 		$5.54M Buy
191,142
+8,261
+5% +$248K 0.04% 396
2021
Q4 		$5.2M Buy
182,881
+55,466
+44% +$1.54M 0.03% 420
2021
Q3 		$3.44M Buy
+127,415
New +$3.37M 0.02% 507
2018
Q4 		– Sell
-66,957
Closed -$2.73M – 980
2018
Q3 		$2.73M Buy
66,957
+5,119
+8% +$213K 0.04% 451
2018
Q2 		$2.51M Sell
61,838
-7,800
-11% -$309K 0.04% 457
2018
Q1 		$2.64M Buy
69,638
+8,750
+14% +$332K 0.04% 410
2017
Q4 		$2.23M Buy
60,888
+41,958
+222% +$1.6M 0.04% 432
2017
Q3 		$734K Hold
18,930
– – 0.01% 645
2017
Q2 		$665K Buy
+18,930
New +$681K 0.01% 641

Other funds holding BBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jacobs Levy Equity Management's BBT Position: Q4 2025 in Review

Jacobs Levy Equity Management sold out of Beacon Financial Corp (BBT) in Q4 2025, closing a stake of 53,232 shares — an estimated $1.26M sold.

Jacobs Levy Equity Management first reported a position in BBT in Q2 2017 and held it in 23 quarters. The position peaked at $9.83M in Q4 2024. 283 funds tracked by Wall St. Rank hold BBT as of Q4 2025.

  • Jacobs Levy Equity Management reported no remaining Beacon Financial Corp position as of Q4 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 53,232 Beacon Financial Corp shares in Q4 2025, an estimated $1.26M.
  • Jacobs Levy Equity Management first reported a position in Beacon Financial Corp in Q2 2017 and held it in 23 quarters.
  • Jacobs Levy Equity Management's Beacon Financial Corp position peaked at $9.83M in Q4 2024.
  • 283 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q4 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2025, filed 13 Feb 2026.