MCM
BBT

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

Maltese 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
Q1 		$7.8M Buy
260,000
+40,000
+18% +$1.17M 1.54% 23
2025
Q4 		$5.8M Sell
220,000
-10,470
-5% -$265K 1.03% 35
2025
Q3 		$5.46M Sell
230,470
-27,030
-10% -$693K 0.83% 52
2025
Q2 		$6.45M Hold
257,500
– – 0.9% 40
2025
Q1 		$6.72M Buy
257,500
+241,380
+1,497% +$6.74M 1.09% 33
2024
Q4 		$458K Buy
+16,120
New +$465K 0.07% 107
2021
Q1 		– Sell
-244,940
Closed -$4.19M – 163
2020
Q4 		$4.19M Buy
+244,940
New +$3.65M 0.65% 57
2017
Q3 		– Sell
-347,827
Closed -$12.2M – 198
2017
Q2 		$12.2M Buy
+347,827
New +$12.5M 1.17% 26
2016
Q4 		– Sell
-20,000
Closed -$554K – 185
2016
Q3 		$554K Buy
+20,000
New +$546K 0.07% 163

Other funds holding BBT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return