Lindbrook Capital’s Beacon Financial Corp BBT Stock Holding History

Lindbrook Capital’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	$10.3K	Hold	394	–	–	﹤0.01%	1640
2024 Q4	$11.2K	Hold	394	–	–	﹤0.01%	1602
2024 Q3	$10.6K	Hold	394	–	–	﹤0.01%	1640
2024 Q2	$8.98K	Hold	394	–	–	﹤0.01%	1680
2024 Q1	$9.03K	Hold	394	–	–	﹤0.01%	1629
2023 Q4	$9.78K	Hold	394	–	–	﹤0.01%	1565
2023 Q3	$7.9K	Hold	394	–	–	﹤0.01%	1530
2023 Q2	$8.17K	Hold	394	–	–	﹤0.01%	1588
2023 Q1	$9.87K	Hold	394	–	–	﹤0.01%	1463
2022 Q4	$11.8K	Hold	394	–	–	﹤0.01%	1354
2022 Q3	$11K	Sell	394 -10	-2%	-$279	﹤0.01%	1267
2022 Q2	$10K	Sell	404 -7	-2%	-$181	﹤0.01%	1242
2022 Q1	$12K	Hold	411	–	–	﹤0.01%	1206
2021 Q4	$12K	Hold	411	–	–	﹤0.01%	1193
2021 Q3	$11K	Sell	411 -17	-4%	-$449	﹤0.01%	944
2021 Q2	$12K	Hold	428	–	–	﹤0.01%	970
2021 Q1	$10K	Sell	428 -7	-2%	-$143	﹤0.01%	1008
2020 Q4	$7K	Hold	435	–	–	﹤0.01%	1027
2020 Q3	$4K	Buy	+435	New	+$4.28K	﹤0.01%	1155
2020 Q2	–	Sell	-112	Closed	-$2K	–	1727
2020 Q1	$2K	Buy	+112	New	+$2.83K	﹤0.01%	1265
2019 Q3	–	Sell	-120	Closed	-$3K	–	1441
2019 Q2	$3K	Hold	120	–	–	﹤0.01%	1144
2019 Q1	$3K	Hold	120	–	–	﹤0.01%	1155
2018 Q4	$3K	Buy	+120	New	+$4.03K	﹤0.01%	1104

Other funds holding BBT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Lindbrook Capital's BBT Position: Q1 2025 in Review

Lindbrook Capital held its Beacon Financial Corp (BBT) position steady in Q1 2025 at 394 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Lindbrook Capital first reported a position in BBT in Q4 2018 and has held it in 23 quarters since. The position peaked at $12K in Q1 2022. 230 funds tracked by Wall St. Rank hold BBT as of Q1 2025.

Lindbrook Capital held 394 shares of Beacon Financial Corp worth $10.3K as of Q1 2025.
Lindbrook Capital left its Beacon Financial Corp share count unchanged in Q1 2025.
Beacon Financial Corp made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1640 holding.
Lindbrook Capital first reported a position in Beacon Financial Corp in Q4 2018 and has held it in 23 quarters since.
Lindbrook Capital's Beacon Financial Corp position peaked at $12K in Q1 2022.
230 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.