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
Q2 		$5.42K Buy
178
+94
+112% +$2.81K ﹤0.01% 2736
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Larson Financial Group's BBT Position: Q2 2026 in Review

Larson Financial Group increased its Beacon Financial Corp (BBT) stake by 112% in Q2 2026, buying an estimated $2.81K and bringing the position to 178 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2736.

Larson Financial Group first reported a position in BBT in Q2 2024 and has held it in 9 quarters since. 293 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Larson Financial Group held 178 shares of Beacon Financial Corp worth $5.42K as of Q2 2026.
  • Larson Financial Group bought 94 Beacon Financial Corp shares in Q2 2026, an estimated $2.81K.
  • Beacon Financial Corp made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2736 holding.
  • Larson Financial Group first reported a position in Beacon Financial Corp in Q2 2024 and has held it in 9 quarters since.
  • 293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.