LFA
BBT

LGT Financial Advisors’s Beacon Financial Corp BBT Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-120
Closed -$3.41K – 347
2024
Q4 		$3.41K Hold
120
– – 0.01% 607
2024
Q3 		$3.23K Hold
120
– – 0.01% 613
2024
Q2 		$2.74K Hold
120
– – 0.01% 698
2024
Q1 		$2.75K Hold
120
– – ﹤0.01% 724
2023
Q4 		$2.98K Hold
120
– – ﹤0.01% 731
2023
Q3 		$2.41K Buy
+120
New +$2.57K ﹤0.01% 791

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

LGT Financial Advisors's BBT Position: Q1 2025 in Review

LGT Financial Advisors sold out of Beacon Financial Corp (BBT) in Q1 2025, closing a stake of 120 shares — an estimated $3.41K sold.

LGT Financial Advisors first reported a position in BBT in Q3 2023 and held it in 6 quarters. The position peaked at $3.41K in Q4 2024. 230 funds tracked by Wall St. Rank hold BBT as of Q1 2025.

  • LGT Financial Advisors reported no remaining Beacon Financial Corp position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 120 Beacon Financial Corp shares in Q1 2025, an estimated $3.41K.
  • LGT Financial Advisors first reported a position in Beacon Financial Corp in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Beacon Financial Corp position peaked at $3.41K in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.