MG
BBT

Michael Gelband’s Beacon Financial Corp BBT Stock Holding History

Michael Gelband’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
-100
Closed -$2.37K – 1554
2025
Q3 		$2.37K Buy
+100
New +$2.56K ﹤0.01% 1465

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

Michael Gelband's BBT Position: Q2 2026 in Review

Michael Gelband reduced its Beacon Financial Corp (BBT) stake by 20% in Q2 2026, selling an estimated $1.43M and leaving 196,679 shares worth $5.99M. The position accounts for 0.04% of the portfolio, ranked #437.

Michael Gelband first reported a position in BBT in Q3 2019 and has held it in 16 quarters since. The position peaked at $15.2M in Q1 2025. 292 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Michael Gelband held 196,679 shares of Beacon Financial Corp worth $5.99M as of Q2 2026.
  • Michael Gelband sold 47,686 Beacon Financial Corp shares in Q2 2026, an estimated $1.43M.
  • Beacon Financial Corp made up 0.04% of Michael Gelband's portfolio in Q2 2026, its #437 holding.
  • Michael Gelband first reported a position in Beacon Financial Corp in Q3 2019 and has held it in 16 quarters since.
  • Michael Gelband's Beacon Financial Corp position peaked at $15.2M in Q1 2025.
  • 292 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.