LSV Asset Management
BBT

LSV Asset Management’s Beacon Financial Corp BBT Stock Holding History

LSV Asset Management’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
Q4 		– Sell
-233,853
Closed -$5.54M – 876
2025
Q3 		$5.54M Sell
233,853
-109,847
-32% -$2.82M 0.01% 460
2025
Q2 		$8.61M Sell
343,700
-15,000
-4% -$373K 0.02% 406
2025
Q1 		$9.36M Sell
358,700
-9,000
-2% -$251K 0.02% 404
2024
Q4 		$10.5M Sell
367,700
-58,700
-14% -$1.69M 0.02% 407
2024
Q3 		$11.5M Sell
426,400
-218,103
-34% -$5.7M 0.02% 400
2024
Q2 		$14.7M Sell
644,503
-36,400
-5% -$799K 0.03% 380
2024
Q1 		$15.6M Buy
680,903
+365,952
+116% +$8.37M 0.03% 367
2023
Q4 		$7.82M Buy
314,951
+279,071
+778% +$6.02M 0.02% 472
2023
Q3 		$719K Buy
+35,880
New +$768K ﹤0.01% 711
2021
Q2 		– Sell
-468,874
Closed -$10.5M – 913
2021
Q1 		$10.5M Sell
468,874
-428,425
-48% -$8.75M 0.02% 460
2020
Q4 		$15.4M Sell
897,299
-72,400
-7% -$1.08M 0.03% 408
2020
Q3 		$9.8M Sell
969,699
-215,939
-18% -$2.12M 0.02% 429
2020
Q2 		$13.1M Sell
1,185,638
-40,600
-3% -$522K 0.03% 408
2020
Q1 		$18.2M Sell
1,226,238
-23,100
-2% -$583K 0.04% 323
2019
Q4 		$41.1M Sell
1,249,338
-27,000
-2% -$846K 0.06% 280
2019
Q3 		$37.4M Sell
1,276,338
-54,699
-4% -$1.67M 0.06% 284
2019
Q2 		$41.8M Sell
1,331,037
-16,200
-1% -$484K 0.07% 274
2019
Q1 		$36.7M Buy
1,347,237
+2,514
+0.2% +$72.8K 0.06% 285
2018
Q4 		$36.3M Buy
1,344,723
+6,486
+0.5% +$218K 0.06% 267
2018
Q3 		$54.5M Sell
1,338,237
-19,600
-1% -$815K 0.08% 245
2018
Q2 		$55.1M Buy
1,357,837
+9,299
+0.7% +$368K 0.09% 239
2018
Q1 		$51.2M Buy
1,348,538
+26,000
+2% +$988K 0.08% 243
2017
Q4 		$48.4M Buy
1,322,538
+18,500
+1% +$705K 0.08% 251
2017
Q3 		$50.5M Buy
1,304,038
+250,518
+24% +$8.83M 0.08% 240
2017
Q2 		$37M Buy
1,053,520
+29,100
+3% +$1.05M 0.07% 270
2017
Q1 		$36.9M Buy
1,024,420
+50,017
+5% +$1.77M 0.07% 255
2016
Q4 		$35.9M Buy
974,403
+198,282
+26% +$6.38M 0.07% 263
2016
Q3 		$21.5M Buy
776,121
+59,549
+8% +$1.63M 0.04% 314
2016
Q2 		$19.3M Buy
716,572
+102,417
+17% +$2.75M 0.04% 321
2016
Q1 		$16.5M Sell
614,155
-44,261
-7% -$1.18M 0.03% 321
2015
Q4 		$19.2M Buy
658,416
+25,323
+4% +$735K 0.04% 290
2015
Q3 		$17.4M Sell
633,093
-1,600
-0.3% -$45.3K 0.04% 287
2015
Q2 		$18.1M Buy
634,693
+68,524
+12% +$1.91M 0.04% 287
2015
Q1 		$15.7M Buy
566,169
+162,770
+40% +$4.26M 0.03% 312
2014
Q4 		$10.8M Buy
403,399
+55,516
+16% +$1.39M 0.02% 354
2014
Q3 		$8.17M Buy
347,883
+55,600
+19% +$1.34M 0.02% 384
2014
Q2 		$6.79M Sell
292,283
-4,900
-2% -$115K 0.02% 419
2014
Q1 		$7.69M Sell
297,183
-8,800
-3% -$225K 0.02% 399
2013
Q4 		$8.34M Sell
305,983
-15,117
-5% -$393K 0.02% 380
2013
Q3 		$8.06M Sell
321,100
-2,800
-0.9% -$73.4K 0.02% 375
2013
Q2 		$8.99M Buy
+323,900
New +$8.55M 0.02% 351

Other funds holding BBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management's BBT Position: Q4 2025 in Review

LSV Asset Management sold out of Beacon Financial Corp (BBT) in Q4 2025, closing a stake of 233,853 shares — an estimated $5.54M sold.

LSV Asset Management first reported a position in BBT in Q2 2013 and held it in 41 quarters. The position peaked at $55.1M in Q2 2018. 283 funds tracked by Wall St. Rank hold BBT as of Q4 2025.

  • LSV Asset Management reported no remaining Beacon Financial Corp position as of Q4 2025 after selling out during the quarter.
  • LSV Asset Management sold 233,853 Beacon Financial Corp shares in Q4 2025, an estimated $5.54M.
  • LSV Asset Management first reported a position in Beacon Financial Corp in Q2 2013 and held it in 41 quarters.
  • LSV Asset Management's Beacon Financial Corp position peaked at $55.1M in Q2 2018.
  • 283 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q4 2025.

Based on LSV Asset Management's 13F filing for Q4 2025, filed 6 Feb 2026.