Mitsubishi UFJ Trust & Banking’s Beacon Financial Corp BBT Stock Holding History

Mitsubishi UFJ Trust & Banking’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	$418K	Hold	13,929	–	–	﹤0.01%	1009
2025 Q4	$367K	Buy	+13,929	New	+$353K	﹤0.01%	1007
2025 Q2	–	Sell	-26,033	Closed	-$679K	–	1056
2025 Q1	$679K	Buy	26,033 +25,663	+6,936%	+$717K	﹤0.01%	915
2024 Q4	$10.5K	Hold	370	–	–	﹤0.01%	1041
2024 Q3	$9.96K	Sell	370 -10,811	-97%	-$283K	﹤0.01%	1058
2024 Q2	$255K	Buy	11,181 +4,629	+71%	+$102K	﹤0.01%	999
2024 Q1	$146K	Buy	+6,552	New	+$150K	﹤0.01%	1011
2023 Q4	–	Sell	-391	Closed	-$7.84K	–	1104
2023 Q3	$7.84K	Buy	+391	New	+$8.37K	﹤0.01%	1140

Other funds holding BBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking's BBT Position: Q1 2026 in Review

Mitsubishi UFJ Trust & Banking held its Beacon Financial Corp (BBT) position steady in Q1 2026 at 13,929 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Mitsubishi UFJ Trust & Banking first reported a position in BBT in Q3 2023 and has held it in 8 quarters since. The position peaked at $679K in Q1 2025. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

Mitsubishi UFJ Trust & Banking held 13,929 shares of Beacon Financial Corp worth $418K as of Q1 2026.
Mitsubishi UFJ Trust & Banking left its Beacon Financial Corp share count unchanged in Q1 2026.
Beacon Financial Corp made up ﹤0.01% of Mitsubishi UFJ Trust & Banking's portfolio in Q1 2026, its #1009 holding.
Mitsubishi UFJ Trust & Banking first reported a position in Beacon Financial Corp in Q3 2023 and has held it in 8 quarters since.
Mitsubishi UFJ Trust & Banking's Beacon Financial Corp position peaked at $679K in Q1 2025.
291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q1 2026, filed 12 May 2026.