MWPCG
BBT

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Millennium Management
Millennium Management New York $240B 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

Measured Wealth Private Client Group's BBT Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its Beacon Financial Corp (BBT) stake by 31% in Q1 2026, selling an estimated $30.8K and leaving 2,337 shares worth $70.1K. The position accounts for 0.02% of the portfolio, ranked #257.

Measured Wealth Private Client Group first reported a position in BBT in Q3 2025 and has held it in 3 quarters since. The position peaked at $111K in Q3 2025. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Measured Wealth Private Client Group held 2,337 shares of Beacon Financial Corp worth $70.1K as of Q1 2026.
  • Measured Wealth Private Client Group sold 1,055 Beacon Financial Corp shares in Q1 2026, an estimated $30.8K.
  • Beacon Financial Corp made up 0.02% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #257 holding.
  • Measured Wealth Private Client Group first reported a position in Beacon Financial Corp in Q3 2025 and has held it in 3 quarters since.
  • Measured Wealth Private Client Group's Beacon Financial Corp position peaked at $111K in Q3 2025.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.