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Joel Isaacson & Co’s Beacon Financial Corp BBT Stock Holding History

Joel Isaacson & Co’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 		$239K Hold
7,844
– – 0.01% 428
2026
Q1 		$235K Hold
7,844
– – 0.01% 408
2025
Q4 		$207K Buy
+7,844
New +$199K 0.01% 436
2025
Q2 		– Sell
-7,844
Closed -$205K – 421
2025
Q1 		$205K Hold
7,844
– – 0.01% 377
2024
Q4 		$223K Hold
7,844
– – 0.01% 349
2024
Q3 		$211K Buy
+7,844
New +$205K 0.01% 344
2023
Q1 		– Sell
-7,844
Closed -$235K – 329
2022
Q4 		$235K Hold
7,844
– – 0.02% 282
2022
Q3 		$214K Buy
+7,844
New +$219K 0.02% 274

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 $3.38T AUM 44.17% 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

Joel Isaacson & Co's BBT Position: Q2 2026 in Review

Joel Isaacson & Co held its Beacon Financial Corp (BBT) position steady in Q2 2026 at 7,844 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #428.

Joel Isaacson & Co first reported a position in BBT in Q3 2022 and has held it in 8 quarters since. 294 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Joel Isaacson & Co held 7,844 shares of Beacon Financial Corp worth $239K as of Q2 2026.
  • Joel Isaacson & Co left its Beacon Financial Corp share count unchanged in Q2 2026.
  • Beacon Financial Corp made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #428 holding.
  • Joel Isaacson & Co first reported a position in Beacon Financial Corp in Q3 2022 and has held it in 8 quarters since.
  • 294 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.