KK
BBT

KLP Kapitalforvaltning’s Beacon Financial Corp BBT Stock Holding History

KLP Kapitalforvaltning’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 		$562K Buy
18,718
+700
+4% +$20.4K ﹤0.01% 1371
2025
Q4 		$475K Sell
18,018
-7,100
-28% -$180K ﹤0.01% 1438
2025
Q3 		$596K Buy
25,118
+16,118
+179% +$413K ﹤0.01% 1307
2025
Q2 		$225K Hold
9,000
– – ﹤0.01% 1738
2025
Q1 		$235K Hold
9,000
– – ﹤0.01% 1674
2024
Q4 		$256K Buy
+9,000
New +$259K ﹤0.01% 1716

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

KLP Kapitalforvaltning's BBT Position: Q1 2026 in Review

KLP Kapitalforvaltning increased its Beacon Financial Corp (BBT) stake by 3.9% in Q1 2026, buying an estimated $20.4K and bringing the position to 18,718 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

KLP Kapitalforvaltning first reported a position in BBT in Q4 2024 and has held it in 6 quarters since. The position peaked at $596K in Q3 2025. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • KLP Kapitalforvaltning held 18,718 shares of Beacon Financial Corp worth $562K as of Q1 2026.
  • KLP Kapitalforvaltning bought 700 Beacon Financial Corp shares in Q1 2026, an estimated $20.4K.
  • Beacon Financial Corp made up ﹤0.01% of KLP Kapitalforvaltning's portfolio in Q1 2026, its #1371 holding.
  • KLP Kapitalforvaltning first reported a position in Beacon Financial Corp in Q4 2024 and has held it in 6 quarters since.
  • KLP Kapitalforvaltning's Beacon Financial Corp position peaked at $596K in Q3 2025.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on KLP Kapitalforvaltning's 13F filing for Q1 2026, filed 29 Apr 2026.