JF
BBT

JMN Financial’s Beacon Financial Corp BBT Stock Holding History

JMN Financial’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 		$449K Sell
14,760
-1,734
-11% -$51.9K 0.35% 75
2026
Q1 		$495K Sell
16,494
-361
-2% -$10.5K 0.49% 55
2025
Q4 		$444K Buy
+16,855
New +$427K 0.44% 60

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JMN Financial's BBT Position: Q2 2026 in Review

JMN Financial reduced its Beacon Financial Corp (BBT) stake by 11% in Q2 2026, selling an estimated $51.9K and leaving 14,760 shares worth $449K. The position accounts for 0.35% of the portfolio, ranked #75.

JMN Financial first reported a position in BBT in Q4 2025 and has held it in 3 quarters since. The position peaked at $495K in Q1 2026. 279 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • JMN Financial held 14,760 shares of Beacon Financial Corp worth $449K as of Q2 2026.
  • JMN Financial sold 1,734 Beacon Financial Corp shares in Q2 2026, an estimated $51.9K.
  • Beacon Financial Corp made up 0.35% of JMN Financial's portfolio in Q2 2026, its #75 holding.
  • JMN Financial first reported a position in Beacon Financial Corp in Q4 2025 and has held it in 3 quarters since.
  • JMN Financial's Beacon Financial Corp position peaked at $495K in Q1 2026.
  • 279 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.