Kestra Advisory Services
BBT icon

Kestra Advisory Services’s Beacon Financial Corp BBT Stock Holding History

Kestra Advisory Services’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
Q3 		$222K Sell
7,940
-179
-2% -$5.5K ﹤0.01% 3183
2026
Q2 		$247K Buy
8,119
+32
+0.4% +$958 ﹤0.01% 2937
2026
Q1 		$243K Buy
8,087
+90
+1% +$2.63K ﹤0.01% 2796
2025
Q4 		$211K Buy
+7,997
New +$203K ﹤0.01% 2842

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Hennessy Advisors Inc
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Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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Hussman Strategic Advisors
Hussman Strategic Advisors Ellicott City, Maryland $469M AUM 10.16% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Kestra Advisory Services's BBT Position: Q3 2026 in Review

Kestra Advisory Services reduced its Beacon Financial Corp (BBT) stake by 2.2% in Q3 2026, selling an estimated $5.5K and leaving 7,940 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #3183.

Kestra Advisory Services first reported a position in BBT in Q4 2025 and has held it in 4 quarters since. The position peaked at $247K in Q2 2026. 80 funds tracked by Wall St. Rank hold BBT as of Q3 2026.

  • Kestra Advisory Services held 7,940 shares of Beacon Financial Corp worth $222K as of Q3 2026.
  • Kestra Advisory Services sold 179 Beacon Financial Corp shares in Q3 2026, an estimated $5.5K.
  • Beacon Financial Corp made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3183 holding.
  • Kestra Advisory Services first reported a position in Beacon Financial Corp in Q4 2025 and has held it in 4 quarters since.
  • Kestra Advisory Services's Beacon Financial Corp position peaked at $247K in Q2 2026.
  • 80 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.