MG
BBT

Mather Group’s Beacon Financial Corp BBT Stock Holding History

Mather Group’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
Q2 		– Sell
-50
Closed -$1.3K – 727
2025
Q1 		$1.3K Hold
50
– – ﹤0.01% 1615
2024
Q4 		$1.42K Hold
50
– – ﹤0.01% 1576
2024
Q3 		$1.35K Sell
50
-2
-4% -$52 ﹤0.01% 1531
2024
Q2 		$1.19K Buy
+52
New +$1.14K ﹤0.01% 1976

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Mather Group's BBT Position: Q2 2025 in Review

Mather Group sold out of Beacon Financial Corp (BBT) in Q2 2025, closing a stake of 50 shares — an estimated $1.3K sold.

Mather Group first reported a position in BBT in Q2 2024 and held it in 4 quarters. The position peaked at $1.42K in Q4 2024. 231 funds tracked by Wall St. Rank hold BBT as of Q2 2025.

  • Mather Group reported no remaining Beacon Financial Corp position as of Q2 2025 after selling out during the quarter.
  • Mather Group sold 50 Beacon Financial Corp shares in Q2 2025, an estimated $1.3K.
  • Mather Group first reported a position in Beacon Financial Corp in Q2 2024 and held it in 4 quarters.
  • Mather Group's Beacon Financial Corp position peaked at $1.42K in Q4 2024.
  • 231 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.