MAM
BBT

Meeder Asset Management’s Beacon Financial Corp BBT Stock Holding History

Meeder Asset Management’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
Q4 		– Sell
-534
Closed -$12.7K – 903
2025
Q3 		$12.7K Sell
534
-1,002
-65% -$25.7K ﹤0.01% 512
2025
Q2 		$38.5K Buy
1,536
+162
+12% +$4.03K ﹤0.01% 413
2025
Q1 		$35.8K Buy
1,374
+779
+131% +$21.8K ﹤0.01% 441
2024
Q4 		$16.9K Buy
+595
New +$17.2K ﹤0.01% 573
2024
Q3 		– Sell
-4,545
Closed -$104K – 846
2024
Q2 		$104K Buy
+4,545
New +$99.8K 0.01% 260
2022
Q4 		– Sell
-455
Closed -$12K – 921
2022
Q3 		$12K Buy
455
+73
+19% +$2.04K ﹤0.01% 1255
2022
Q2 		$9K Buy
382
+36
+10% +$933 ﹤0.01% 1400
2022
Q1 		$10K Buy
+346
New +$10.4K ﹤0.01% 1534
2021
Q4 		– Sell
-374
Closed -$10K – 1287
2021
Q3 		$10K Hold
374
– – ﹤0.01% 1649
2021
Q2 		$10K Buy
374
+2
+0.5% +$51 ﹤0.01% 1680
2021
Q1 		$8K Sell
372
-115
-24% -$2.35K ﹤0.01% 1669
2020
Q4 		$8K Buy
487
+351
+258% +$5.24K ﹤0.01% 1050
2020
Q3 		$1K Buy
136
+22
+19% +$216 ﹤0.01% 1933
2020
Q2 		$1K Sell
114
-796
-87% -$10.2K ﹤0.01% 1865
2020
Q1 		$14K Hold
910
– – ﹤0.01% 1372
2019
Q4 		$30K Hold
910
– – ﹤0.01% 1209
2019
Q3 		$27K Hold
910
– – ﹤0.01% 1206
2019
Q2 		$29K Buy
+910
New +$27.2K ﹤0.01% 1108
2019
Q1 		– Sell
-2,793
Closed -$75K – 1702
2018
Q4 		$75K Buy
+2,793
New +$93.8K 0.01% 716
2018
Q1 		– Sell
-138
Closed -$5K – 1572
2017
Q4 		$5K Sell
138
-168
-55% -$6.4K ﹤0.01% 1302
2017
Q3 		$12K Sell
306
-1,346
-81% -$47.5K ﹤0.01% 1028
2017
Q2 		$58K Buy
+1,652
New +$59.4K 0.01% 652

Other funds holding BBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Meeder Asset Management's BBT Position: Q4 2025 in Review

Meeder Asset Management sold out of Beacon Financial Corp (BBT) in Q4 2025, closing a stake of 534 shares — an estimated $12.7K sold.

Meeder Asset Management first reported a position in BBT in Q2 2017 and held it in 22 quarters. The position peaked at $104K in Q2 2024. 283 funds tracked by Wall St. Rank hold BBT as of Q4 2025.

  • Meeder Asset Management reported no remaining Beacon Financial Corp position as of Q4 2025 after selling out during the quarter.
  • Meeder Asset Management sold 534 Beacon Financial Corp shares in Q4 2025, an estimated $12.7K.
  • Meeder Asset Management first reported a position in Beacon Financial Corp in Q2 2017 and held it in 22 quarters.
  • Meeder Asset Management's Beacon Financial Corp position peaked at $104K in Q2 2024.
  • 283 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q4 2025.

Based on Meeder Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.