Measured Wealth Private Client Group
BBT icon

Measured Wealth Private Client Group’s Beacon Financial Corp BBT Stock Holding History

Measured Wealth Private Client 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
2026
Q3 		$65.4K Hold
2,337
– – 0.02% 284
2026
Q2 		$71.2K Hold
2,337
– – 0.02% 276
2026
Q1 		$70.1K Sell
2,337
-1,055
-31% -$30.8K 0.02% 257
2025
Q4 		$89.4K Sell
3,392
-1,296
-28% -$32.8K 0.02% 253
2025
Q3 		$111K Buy
+4,688
New +$120K 0.03% 227

Other funds holding BBT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Strategic Value Bank Partners
Strategic Value Bank Partners Cleveland, Ohio $261M AUM 21.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Measured Wealth Private Client Group's BBT Position: Q3 2026 in Review

Measured Wealth Private Client Group held its Beacon Financial Corp (BBT) position steady in Q3 2026 at 2,337 shares worth $65.4K. The position accounts for 0.02% of the portfolio, ranked #284.

Measured Wealth Private Client Group first reported a position in BBT in Q3 2025 and has held it in 5 quarters since. The position peaked at $111K in Q3 2025. 153 funds tracked by Wall St. Rank hold BBT as of Q3 2026.

  • Measured Wealth Private Client Group held 2,337 shares of Beacon Financial Corp worth $65.4K as of Q3 2026.
  • Measured Wealth Private Client Group left its Beacon Financial Corp share count unchanged in Q3 2026.
  • Beacon Financial Corp made up 0.02% of Measured Wealth Private Client Group's portfolio in Q3 2026, its #284 holding.
  • Measured Wealth Private Client Group first reported a position in Beacon Financial Corp in Q3 2025 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's Beacon Financial Corp position peaked at $111K in Q3 2025.
  • 153 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2026, filed 10 Nov 2026.