MCM
BBT

MAI Capital Management’s Beacon Financial Corp BBT Stock Holding History

MAI Capital 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
2026
Q2 		– Sell
-35
Closed -$1.05K – 2373
2026
Q1 		$1.05K Buy
35
+20
+133% +$584 ﹤0.01% 4160
2025
Q4 		$396 Buy
+15
New +$380 ﹤0.01% 3894
2025
Q3 		– Sell
-231
Closed -$5.79K – 3838
2025
Q2 		$5.79K Buy
+231
New +$5.74K ﹤0.01% 2990

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

MAI Capital Management's BBT Position: Q2 2026 in Review

MAI Capital Management sold out of Beacon Financial Corp (BBT) in Q2 2026, closing a stake of 35 shares — an estimated $1.05K sold.

MAI Capital Management first reported a position in BBT in Q2 2025 and held it in 3 quarters. The position peaked at $5.79K in Q2 2025. 293 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • MAI Capital Management reported no remaining Beacon Financial Corp position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 35 Beacon Financial Corp shares in Q2 2026, an estimated $1.05K.
  • MAI Capital Management first reported a position in Beacon Financial Corp in Q2 2025 and held it in 3 quarters.
  • MAI Capital Management's Beacon Financial Corp position peaked at $5.79K in Q2 2025.
  • 293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.