KCM
BBT

Kennedy Capital Management’s Beacon Financial Corp BBT Stock Holding History

Kennedy Capital 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
2026
Q1 		$1.08M Buy
+36,059
New +$1.05M 0.02% 480
2022
Q1 		– Sell
-246,485
Closed -$7.01M – 605
2021
Q4 		$7.01M Sell
246,485
-55,099
-18% -$1.53M 0.15% 257
2021
Q3 		$8.14M Sell
301,584
-354,140
-54% -$9.36M 0.18% 199
2021
Q2 		$18M Sell
655,724
-28,920
-4% -$734K 0.39% 53
2021
Q1 		$15.3M Sell
684,644
-24,230
-3% -$495K 0.31% 85
2020
Q4 		$12.1M Buy
708,874
+625,103
+746% +$9.32M 0.27% 107
2020
Q3 		$847K Buy
83,771
+13,988
+20% +$138K 0.02% 563
2020
Q2 		$769K Buy
+69,783
New +$897K 0.02% 590
2018
Q2 		– Sell
-191,549
Closed -$7.27M – 738
2018
Q1 		$7.27M Sell
191,549
-16,463
-8% -$626K 0.14% 259
2017
Q4 		$7.61M Buy
208,012
+66,831
+47% +$2.55M 0.14% 255
2017
Q3 		$5.47M Sell
141,181
-2,804
-2% -$98.9K 0.1% 384
2017
Q2 		$5.06M Sell
143,985
-4,460
-3% -$160K 0.1% 400
2017
Q1 		$5.35M Sell
148,445
-23,072
-13% -$816K 0.09% 392
2016
Q4 		$6.32M Sell
171,517
-213,323
-55% -$6.86M 0.11% 319
2016
Q3 		$10.7M Buy
384,840
+62,419
+19% +$1.7M 0.2% 158
2016
Q2 		$8.68M Buy
322,421
+60,138
+23% +$1.62M 0.18% 198
2016
Q1 		$7.05M Sell
262,283
-5,824
-2% -$156K 0.14% 248
2015
Q4 		$7.8M Sell
268,107
-70,646
-21% -$2.05M 0.16% 228
2015
Q3 		$9.33M Sell
338,753
-10,444
-3% -$295K 0.19% 170
2015
Q2 		$9.95M Buy
349,197
+35,856
+11% +$1M 0.18% 190
2015
Q1 		$8.68M Sell
313,341
-25,078
-7% -$657K 0.15% 234
2014
Q4 		$9.02M Buy
338,419
+3,459
+1% +$86.6K 0.17% 215
2014
Q3 		$7.87M Buy
334,960
+15,020
+5% +$361K 0.15% 247
2014
Q2 		$7.43M Buy
319,940
+38,274
+14% +$902K 0.14% 287
2014
Q1 		$7.29M Buy
281,666
+23,363
+9% +$597K 0.14% 289
2013
Q4 		$7.04M Buy
258,303
+23,496
+10% +$610K 0.13% 296
2013
Q3 		$5.9M Sell
234,807
-76,883
-25% -$2.02M 0.11% 336
2013
Q2 		$8.65M Buy
+311,690
New +$8.23M 0.18% 209

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

Kennedy Capital Management's BBT Position: Q1 2026 in Review

Kennedy Capital Management opened a new position in Beacon Financial Corp (BBT) in Q1 2026: 36,059 shares worth $1.08M. The stake represents 0.02% of the portfolio and ranks #480 among its holdings. This is a return to the name: Kennedy Capital Management previously reported a position in BBT as recently as Q4 2021.

Kennedy Capital Management first reported a position in BBT in Q2 2013 and has held it in 28 quarters since. The position peaked at $18M in Q2 2021. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Kennedy Capital Management held 36,059 shares of Beacon Financial Corp worth $1.08M as of Q1 2026.
  • Beacon Financial Corp was a new Kennedy Capital Management position in Q1 2026.
  • Beacon Financial Corp made up 0.02% of Kennedy Capital Management's portfolio in Q1 2026, its #480 holding.
  • Kennedy Capital Management first reported a position in Beacon Financial Corp in Q2 2013 and has held it in 28 quarters since.
  • Kennedy Capital Management's Beacon Financial Corp position peaked at $18M in Q2 2021.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.