JFG
BBT

Jefferies Financial Group’s Beacon Financial Corp BBT Stock Holding History

Jefferies Financial Group’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 		– Sell
-23,003
Closed -$690K – 1669
2026
Q1 		$690K Sell
23,003
-92,566
-80% -$2.7M ﹤0.01% 1070
2025
Q4 		$3.05M Buy
+115,569
New +$2.93M 0.02% 638
2025
Q2 		– Sell
-35,500
Closed -$926K – 1312
2025
Q1 		$926K Buy
35,500
+22,900
+182% +$640K 0.01% 837
2024
Q4 		$358K Buy
+12,600
New +$363K ﹤0.01% 1208

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

Jefferies Financial Group's BBT Position: Q2 2026 in Review

Jefferies Financial Group sold out of Beacon Financial Corp (BBT) in Q2 2026, closing a stake of 23,003 shares — an estimated $690K sold.

Jefferies Financial Group first reported a position in BBT in Q4 2024 and held it in 4 quarters. The position peaked at $3.05M in Q4 2025. 293 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Jefferies Financial Group reported no remaining Beacon Financial Corp position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 23,003 Beacon Financial Corp shares in Q2 2026, an estimated $690K.
  • Jefferies Financial Group first reported a position in Beacon Financial Corp in Q4 2024 and held it in 4 quarters.
  • Jefferies Financial Group's Beacon Financial Corp position peaked at $3.05M in Q4 2025.
  • 293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.