LFG
BBT

Larson Financial Group’s Beacon Financial Corp BBT Stock Holding History

Larson Financial Group’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 		$2.52K Buy
84
+44
+110% +$1.28K ﹤0.01% 2890
2025
Q4 		$1.05K Sell
40
-41
-51% -$1.04K ﹤0.01% 2939
2025
Q3 		$1.92K Buy
81
+74
+1,057% +$1.9K ﹤0.01% 2726
2025
Q2 		$175 Sell
7
-18
-72% -$447 ﹤0.01% 3085
2025
Q1 		$652 Buy
25
+17
+213% +$475 ﹤0.01% 2505
2024
Q4 		$227 Hold
8
– – ﹤0.01% 2408
2024
Q3 		$215 Hold
8
– – ﹤0.01% 2350
2024
Q2 		$182 Buy
+8
New +$176 ﹤0.01% 2103

Other funds holding BBT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Millennium Management
Millennium Management New York $134B 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