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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Measured Wealth Private Client Group's BBT Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Beacon Financial Corp (BBT) position steady in Q2 2026 at 2,337 shares worth $71.2K. The position accounts for 0.02% of the portfolio, ranked #276.

Measured Wealth Private Client Group first reported a position in BBT in Q3 2025 and has held it in 4 quarters since. The position peaked at $111K in Q3 2025. 295 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Measured Wealth Private Client Group held 2,337 shares of Beacon Financial Corp worth $71.2K as of Q2 2026.
  • Measured Wealth Private Client Group left its Beacon Financial Corp share count unchanged in Q2 2026.
  • Beacon Financial Corp made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #276 holding.
  • Measured Wealth Private Client Group first reported a position in Beacon Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Beacon Financial Corp position peaked at $111K in Q3 2025.
  • 295 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.