MPWT
BBT

MassMutual Private Wealth & Trust’s Beacon Financial Corp BBT Stock Holding History

MassMutual Private Wealth & Trust’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 		$5.88K Sell
193
-72
-27% -$2.15K ﹤0.01% 1614
2026
Q1 		$7.95K Hold
265
– – ﹤0.01% 1460
2025
Q4 		$6.99K Sell
265
-13
-5% -$329 ﹤0.01% 1541
2025
Q3 		$6.59K Buy
278
+28
+11% +$718 ﹤0.01% 1569
2025
Q2 		$6.26K Buy
250
+120
+92% +$2.98K ﹤0.01% 1545
2025
Q1 		$3.39K Sell
130
-2
-2% -$56 ﹤0.01% 1748
2024
Q4 		$3.75K Buy
132
+39
+42% +$1.12K ﹤0.01% 1633
2024
Q3 		$2.5K Buy
93
+21
+29% +$549 ﹤0.01% 1592
2024
Q2 		$1.64K Hold
72
– – ﹤0.01% 1697
2024
Q1 		$1.65K Hold
72
– – ﹤0.01% 1596
2023
Q4 		$1.79K Hold
72
– – ﹤0.01% 1538
2023
Q3 		$1.44K Buy
+72
New +$1.54K ﹤0.01% 1589
2023
Q2 		– Sell
-63
Closed -$1.58K – 1916
2023
Q1 		$1.58K Buy
+63
New +$1.8K ﹤0.01% 1480
2018
Q4 		– Sell
-60
Closed -$2.44K – 985
2018
Q3 		$2.44K Hold
60
– – ﹤0.01% 813
2018
Q2 		$2.44K Hold
60
– – ﹤0.01% 842
2018
Q1 		$2.28K Buy
+60
New +$2.28K ﹤0.01% 809

Other funds holding BBT

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FPW
Flywheel Private Wealth Los Altos, California $203M AUM 30% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MassMutual Private Wealth & Trust's BBT Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Beacon Financial Corp (BBT) stake by 27% in Q2 2026, selling an estimated $2.15K and leaving 193 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

MassMutual Private Wealth & Trust first reported a position in BBT in Q1 2018 and has held it in 16 quarters since. The position peaked at $7.95K in Q1 2026. 34 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • MassMutual Private Wealth & Trust held 193 shares of Beacon Financial Corp worth $5.88K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 72 Beacon Financial Corp shares in Q2 2026, an estimated $2.15K.
  • Beacon Financial Corp made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1614 holding.
  • MassMutual Private Wealth & Trust first reported a position in Beacon Financial Corp in Q1 2018 and has held it in 16 quarters since.
  • MassMutual Private Wealth & Trust's Beacon Financial Corp position peaked at $7.95K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.