JG
BBT

Jain Global’s Beacon Financial Corp BBT Stock Holding History

Jain Global’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 		$798K Buy
+26,222
New +$785K ﹤0.01% 1049
2026
Q1 		– Sell
-58,697
Closed -$1.55M – 1227
2025
Q4 		$1.55M Buy
58,697
+30,741
+110% +$779K 0.01% 633
2025
Q3 		$663K Buy
+27,956
New +$717K ﹤0.01% 704

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

Jain Global's BBT Position: Q2 2026 in Review

Jain Global opened a new position in Beacon Financial Corp (BBT) in Q2 2026: 26,222 shares worth $798K. The stake represents ﹤0.01% of the portfolio and ranks #1049 among its holdings. This is a return to the name: Jain Global previously reported a position in BBT as recently as Q4 2025.

Jain Global first reported a position in BBT in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.55M in Q4 2025. 293 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Jain Global held 26,222 shares of Beacon Financial Corp worth $798K as of Q2 2026.
  • Beacon Financial Corp was a new Jain Global position in Q2 2026.
  • Beacon Financial Corp made up ﹤0.01% of Jain Global's portfolio in Q2 2026, its #1049 holding.
  • Jain Global first reported a position in Beacon Financial Corp in Q3 2025 and has held it in 3 quarters since.
  • Jain Global's Beacon Financial Corp position peaked at $1.55M in Q4 2025.
  • 293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Jain Global's 13F filing for Q2 2026, filed 14 Aug 2026.