JY
BBT

Jeff Yass’s Beacon Financial Corp BBT Stock Holding History

Jeff Yass’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
2023
Q1 		– Sell
-32,600
Closed -$975K – 12565
2022
Q4 		$975K Buy
32,600
+21,200
+186% +$623K ﹤0.01% 6245
2022
Q3 		$311K Buy
+11,400
New +$318K ﹤0.01% 9709
2021
Q4 		– Sell
-11,400
Closed -$308K – 13109
2021
Q3 		$308K Buy
+11,400
New +$301K ﹤0.01% 10540

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

Jeff Yass's BBT Position: Q2 2026 in Review

Jeff Yass reduced its Beacon Financial Corp (BBT) stake by 85% in Q2 2026, selling an estimated $1.94M and leaving 11,218 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #10762.

Jeff Yass first reported a position in BBT in Q2 2014 and has held it in 39 quarters since. The position peaked at $2.53M in Q2 2017. 292 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Jeff Yass held 11,218 shares of Beacon Financial Corp worth $342K as of Q2 2026.
  • Jeff Yass sold 64,684 Beacon Financial Corp shares in Q2 2026, an estimated $1.94M.
  • Beacon Financial Corp made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10762 holding.
  • Jeff Yass first reported a position in Beacon Financial Corp in Q2 2014 and has held it in 39 quarters since.
  • Jeff Yass's Beacon Financial Corp position peaked at $2.53M in Q2 2017.
  • 292 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.