Massachusetts Financial Services
BBT

Massachusetts Financial Services’s Beacon Financial Corp BBT Stock Holding History

Massachusetts Financial Services’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 		$38.5M Buy
1,265,827
+62,220
+5% +$1.86M 0.01% 545
2026
Q1 		$36.1M Sell
1,203,607
-134,062
-10% -$3.91M 0.01% 530
2025
Q4 		$35.3M Buy
1,337,669
+191,447
+17% +$4.85M 0.01% 541
2025
Q3 		$27.2M Buy
+1,146,222
New +$29.4M 0.01% 586
2019
Q2 		– Sell
-373,843
Closed -$10.2M – 843
2019
Q1 		$10.2M Buy
373,843
+21,506
+6% +$623K ﹤0.01% 613
2018
Q4 		$9.5M Sell
352,337
-14,537
-4% -$488K ﹤0.01% 605
2018
Q3 		$14.9M Sell
366,874
-16,444
-4% -$684K 0.01% 570
2018
Q2 		$15.6M Sell
383,318
-49,008
-11% -$1.94M 0.01% 562
2018
Q1 		$16.4M Buy
432,326
+77,118
+22% +$2.93M 0.01% 529
2017
Q4 		$13M Buy
355,208
+40,048
+13% +$1.53M 0.01% 575
2017
Q3 		$12.2M Buy
315,160
+11,656
+4% +$411K 0.01% 568
2017
Q2 		$10.7M Sell
303,504
-107,162
-26% -$3.86M ﹤0.01% 594
2017
Q1 		$14.8M Buy
410,666
+99,844
+32% +$3.53M 0.01% 537
2016
Q4 		$11.5M Buy
310,822
+37,938
+14% +$1.22M 0.01% 570
2016
Q3 		$7.56M Buy
272,884
+31,368
+13% +$856K ﹤0.01% 611
2016
Q2 		$6.5M Buy
241,516
+16,093
+7% +$432K ﹤0.01% 615
2016
Q1 		$6.06M Buy
225,423
+20,486
+10% +$547K ﹤0.01% 620
2015
Q4 		$5.97M Buy
204,937
+25,280
+14% +$734K ﹤0.01% 633
2015
Q3 		$4.95M Buy
179,657
+19,276
+12% +$545K ﹤0.01% 669
2015
Q2 		$4.57M Buy
160,381
+5,616
+4% +$157K ﹤0.01% 679
2015
Q1 		$4.29M Buy
154,765
+8,939
+6% +$234K ﹤0.01% 693
2014
Q4 		$3.89M Buy
145,826
+24,542
+20% +$615K ﹤0.01% 701
2014
Q3 		$2.85M Buy
121,284
+5,134
+4% +$123K ﹤0.01% 727
2014
Q2 		$2.7M Buy
116,150
+10,540
+10% +$248K ﹤0.01% 722
2014
Q1 		$2.73M Buy
105,610
+11,520
+12% +$295K ﹤0.01% 690
2013
Q4 		$2.57M Buy
94,090
+3,400
+4% +$88.3K ﹤0.01% 666
2013
Q3 		$2.28M Buy
90,690
+5,110
+6% +$134K ﹤0.01% 671
2013
Q2 		$2.38M Buy
+85,580
New +$2.26M ﹤0.01% 648

Other funds holding BBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services's BBT Position: Q2 2026 in Review

Massachusetts Financial Services increased its Beacon Financial Corp (BBT) stake by 5.2% in Q2 2026, buying an estimated $1.86M and bringing the position to 1,265,827 shares worth $38.5M. The position accounts for 0.01% of the portfolio, ranked #545.

Massachusetts Financial Services first reported a position in BBT in Q2 2013 and has held it in 28 quarters since. 111 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Massachusetts Financial Services held 1,265,827 shares of Beacon Financial Corp worth $38.5M as of Q2 2026.
  • Massachusetts Financial Services bought 62,220 Beacon Financial Corp shares in Q2 2026, an estimated $1.86M.
  • Beacon Financial Corp made up 0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #545 holding.
  • Massachusetts Financial Services first reported a position in Beacon Financial Corp in Q2 2013 and has held it in 28 quarters since.
  • 111 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.