LPL Financial
BBT

LPL Financial’s Beacon Financial Corp BBT Stock Holding History

LPL Financial’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 		$474K Sell
15,578
-201,033
-93% -$6.02M ﹤0.01% 5073
2026
Q1 		$6.5M Buy
216,611
+418
+0.2% +$12.2K ﹤0.01% 2400
2025
Q4 		$5.7M Sell
216,193
-818
-0.4% -$20.7K ﹤0.01% 2420
2025
Q3 		$5.15M Buy
217,011
+9,739
+5% +$250K ﹤0.01% 2432
2025
Q2 		$5.19M Buy
207,272
+756
+0.4% +$18.8K ﹤0.01% 2273
2025
Q1 		$5.39M Buy
206,516
+506
+0.2% +$14.1K ﹤0.01% 2085
2024
Q4 		$5.86M Sell
206,010
-156
-0.1% -$4.5K ﹤0.01% 1949
2024
Q3 		$5.55M Buy
206,166
+156
+0.1% +$4.08K ﹤0.01% 1905
2024
Q2 		$4.7M Buy
206,010
+4
+0% +$88 ﹤0.01% 1913
2024
Q1 		$4.72M Sell
206,006
-2,812
-1% -$64.3K ﹤0.01% 1831
2023
Q4 		$5.18M Sell
208,818
-129
-0.1% -$2.78K ﹤0.01% 1661
2023
Q3 		$4.19M Buy
208,947
+2,115
+1% +$45.3K ﹤0.01% 1702
2023
Q2 		$4.29M Sell
206,832
-1,743
-0.8% -$37.6K ﹤0.01% 1655
2023
Q1 		$5.23M Sell
208,575
-1,564
-0.7% -$44.7K ﹤0.01% 1481
2022
Q4 		$6.28M Buy
210,139
+160,030
+319% +$4.71M 0.01% 1316
2022
Q3 		$1.37M Buy
50,109
+40,970
+448% +$1.14M ﹤0.01% 2284
2022
Q2 		$226K Buy
9,139
+13
+0.1% +$337 ﹤0.01% 3851
2022
Q1 		$264K Buy
9,126
+21
+0.2% +$632 ﹤0.01% 3666
2021
Q4 		$259K Buy
9,105
+20
+0.2% +$554 ﹤0.01% 3798
2021
Q3 		$245K Buy
9,085
+27
+0.3% +$713 ﹤0.01% 3802
2021
Q2 		$248K Buy
+9,058
New +$230K ﹤0.01% 3741
2016
Q1 		– Sell
-20,866
Closed -$594K – 3114
2015
Q4 		$594K Buy
20,866
+8,059
+63% +$234K ﹤0.01% 2084
2015
Q3 		$352K Sell
12,807
-1,599
-11% -$45.2K ﹤0.01% 2076
2015
Q2 		$414K Sell
14,406
-1,799
-11% -$50.2K ﹤0.01% 2055
2015
Q1 		$453K Buy
16,205
+3,302
+26% +$86.4K ﹤0.01% 1918
2014
Q4 		$344K Buy
+12,903
New +$323K ﹤0.01% 2045

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

LPL Financial's BBT Position: Q2 2026 in Review

LPL Financial reduced its Beacon Financial Corp (BBT) stake by 93% in Q2 2026, selling an estimated $6.02M and leaving 15,578 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #5073.

LPL Financial first reported a position in BBT in Q4 2014 and has held it in 26 quarters since. The position peaked at $6.5M in Q1 2026. 293 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • LPL Financial held 15,578 shares of Beacon Financial Corp worth $474K as of Q2 2026.
  • LPL Financial sold 201,033 Beacon Financial Corp shares in Q2 2026, an estimated $6.02M.
  • Beacon Financial Corp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5073 holding.
  • LPL Financial first reported a position in Beacon Financial Corp in Q4 2014 and has held it in 26 quarters since.
  • LPL Financial's Beacon Financial Corp position peaked at $6.5M in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.