Kayne Anderson Rudnick Investment Management’s Beacon Financial Corp BBT Stock Holding History

Kayne Anderson Rudnick Investment Management’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
2025 Q3	–	Sell	-14	Closed	-$351	–	1047
2025 Q2	$351	Hold	14	–	–	﹤0.01%	1018
2025 Q1	$365	Hold	14	–	–	﹤0.01%	921
2024 Q4	$398	Hold	14	–	–	﹤0.01%	950
2024 Q3	$377	Buy	+14	New	+$366	﹤0.01%	949
2020 Q2	–	Sell	-122	Closed	-$2K	–	549
2020 Q1	$2K	Buy	122 +14	+13%	+$354	﹤0.01%	517
2019 Q4	$4K	Hold	108	–	–	﹤0.01%	472
2019 Q3	$3K	Hold	108	–	–	﹤0.01%	467
2019 Q2	$3K	Buy	+108	New	+$3.22K	﹤0.01%	463

Other funds holding BBT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's BBT Position: Q3 2025 in Review

Kayne Anderson Rudnick Investment Management sold out of Beacon Financial Corp (BBT) in Q3 2025, closing a stake of 14 shares — an estimated $351 sold.

Kayne Anderson Rudnick Investment Management first reported a position in BBT in Q2 2019 and held it in 8 quarters. The position peaked at $4K in Q4 2019. 278 funds tracked by Wall St. Rank hold BBT as of Q3 2025.

Kayne Anderson Rudnick Investment Management reported no remaining Beacon Financial Corp position as of Q3 2025 after selling out during the quarter.
Kayne Anderson Rudnick Investment Management sold 14 Beacon Financial Corp shares in Q3 2025, an estimated $351.
Kayne Anderson Rudnick Investment Management first reported a position in Beacon Financial Corp in Q2 2019 and held it in 8 quarters.
Kayne Anderson Rudnick Investment Management's Beacon Financial Corp position peaked at $4K in Q4 2019.
278 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2025.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.