JIC
BBT

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Joel Isaacson & Co's BBT Position: Q1 2026 in Review

Joel Isaacson & Co held its Beacon Financial Corp (BBT) position steady in Q1 2026 at 7,844 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #408.

Joel Isaacson & Co first reported a position in BBT in Q3 2022 and has held it in 7 quarters since. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Joel Isaacson & Co held 7,844 shares of Beacon Financial Corp worth $235K as of Q1 2026.
  • Joel Isaacson & Co left its Beacon Financial Corp share count unchanged in Q1 2026.
  • Beacon Financial Corp made up 0.01% of Joel Isaacson & Co's portfolio in Q1 2026, its #408 holding.
  • Joel Isaacson & Co first reported a position in Beacon Financial Corp in Q3 2022 and has held it in 7 quarters since.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.