MFS
BBT

Mirabella Financial Services’s Beacon Financial Corp BBT Stock Holding History

Mirabella Financial Services’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 		– Sell
-8,964
Closed -$236K – 928
2025
Q4 		$236K Buy
+8,964
New +$227K 0.02% 555
2022
Q3 		– Sell
-9,920
Closed -$246K – 342
2022
Q2 		$246K Buy
+9,920
New +$257K 0.02% 381

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

Mirabella Financial Services's BBT Position: Q1 2026 in Review

Mirabella Financial Services sold out of Beacon Financial Corp (BBT) in Q1 2026, closing a stake of 8,964 shares — an estimated $236K sold.

Mirabella Financial Services first reported a position in BBT in Q2 2022 and held it in 2 quarters. The position peaked at $246K in Q2 2022. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Mirabella Financial Services reported no remaining Beacon Financial Corp position as of Q1 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 8,964 Beacon Financial Corp shares in Q1 2026, an estimated $236K.
  • Mirabella Financial Services first reported a position in Beacon Financial Corp in Q2 2022 and held it in 2 quarters.
  • Mirabella Financial Services's Beacon Financial Corp position peaked at $246K in Q2 2022.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.