Mercer Global Advisors
BBT

Mercer Global Advisors’s Beacon Financial Corp BBT Stock Holding History

Mercer Global Advisors’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 		$597K Buy
19,613
+2,930
+18% +$87.7K ﹤0.01% 2134
2026
Q1 		$500K Buy
16,683
+2,347
+16% +$68.5K ﹤0.01% 1982
2025
Q4 		$378K Sell
14,336
-747
-5% -$18.9K ﹤0.01% 2065
2025
Q3 		$358K Buy
+15,083
New +$387K ﹤0.01% 1968

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

Mercer Global Advisors's BBT Position: Q2 2026 in Review

Mercer Global Advisors increased its Beacon Financial Corp (BBT) stake by 18% in Q2 2026, buying an estimated $87.7K and bringing the position to 19,613 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

Mercer Global Advisors first reported a position in BBT in Q3 2025 and has held it in 4 quarters since. 294 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Mercer Global Advisors held 19,613 shares of Beacon Financial Corp worth $597K as of Q2 2026.
  • Mercer Global Advisors bought 2,930 Beacon Financial Corp shares in Q2 2026, an estimated $87.7K.
  • Beacon Financial Corp made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2134 holding.
  • Mercer Global Advisors first reported a position in Beacon Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • 294 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.