Journey Strategic Wealth’s Beacon Financial Corp BBT Stock Holding History

Journey Strategic Wealth’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	$236K	Buy	7,867 +132	+2%	+$3.85K	0.01%	684
2025 Q4	$204K	Buy	+7,735	New	+$196K	0.01%	710
2025 Q3	–	Sell	-10,318	Closed	-$258K	–	716
2025 Q2	$258K	Buy	+10,318	New	+$256K	0.01%	498
2023 Q1	–	Sell	-6,857	Closed	-$205K	–	257
2022 Q4	$205K	Sell	6,857 -534	-7%	-$15.7K	0.02%	217
2022 Q3	$202K	Buy	+7,391	New	+$206K	0.03%	156
2022 Q2	–	Sell	-7,391	Closed	-$214K	–	137
2022 Q1	$214K	Hold	7,391	–	–	0.02%	149
2021 Q4	$210K	Buy	+7,391	New	+$205K	0.02%	183

Other funds holding BBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Journey Strategic Wealth's BBT Position: Q1 2026 in Review

Journey Strategic Wealth increased its Beacon Financial Corp (BBT) stake by 1.7% in Q1 2026, buying an estimated $3.85K and bringing the position to 7,867 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #684.

Journey Strategic Wealth first reported a position in BBT in Q4 2021 and has held it in 7 quarters since. The position peaked at $258K in Q2 2025. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

Journey Strategic Wealth held 7,867 shares of Beacon Financial Corp worth $236K as of Q1 2026.
Journey Strategic Wealth bought 132 Beacon Financial Corp shares in Q1 2026, an estimated $3.85K.
Beacon Financial Corp made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #684 holding.
Journey Strategic Wealth first reported a position in Beacon Financial Corp in Q4 2021 and has held it in 7 quarters since.
Journey Strategic Wealth's Beacon Financial Corp position peaked at $258K in Q2 2025.
291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.