MOACM
BBT

Mutual of America Capital Management’s Beacon Financial Corp BBT Stock Holding History

Mutual of America Capital 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
2026
Q2 		$292K Buy
9,599
+7
+0.1% +$210 ﹤0.01% 1308
2026
Q1 		$288K Buy
9,592
+2
+0% +$58 ﹤0.01% 1221
2025
Q4 		$253K Buy
9,590
+278
+3% +$7.04K ﹤0.01% 1239
2025
Q3 		$221K Buy
+9,312
New +$239K ﹤0.01% 1271
2023
Q2 		– Sell
-9,135
Closed -$229K – 1470
2023
Q1 		$229K Sell
9,135
-302
-3% -$8.62K ﹤0.01% 1361
2022
Q4 		$282K Buy
9,437
+327
+4% +$9.62K ﹤0.01% 1289
2022
Q3 		$249K Buy
9,110
+1,162
+15% +$32.4K ﹤0.01% 1296
2022
Q2 		$197K Buy
7,948
+936
+13% +$24.3K ﹤0.01% 1334
2022
Q1 		$203K Buy
7,012
+364
+5% +$10.9K ﹤0.01% 1350
2021
Q4 		$189K Buy
6,648
+124
+2% +$3.44K ﹤0.01% 1360
2021
Q3 		$176K Sell
6,524
-755
-10% -$19.9K ﹤0.01% 1377
2021
Q2 		$200K Buy
7,279
+463
+7% +$11.8K ﹤0.01% 1386
2021
Q1 		$152K Buy
6,816
+542
+9% +$11.1K ﹤0.01% 1441
2020
Q4 		$107K Buy
6,274
+188
+3% +$2.8K ﹤0.01% 1455
2020
Q3 		$62K Buy
6,086
+4,001
+192% +$39.4K ﹤0.01% 1509
2020
Q2 		$23K Buy
2,085
+179
+9% +$2.3K ﹤0.01% 1524
2020
Q1 		$28K Buy
1,906
+364
+24% +$9.19K ﹤0.01% 1411
2019
Q4 		$51K Sell
1,542
-82
-5% -$2.57K ﹤0.01% 1335
2019
Q3 		$48K Sell
1,624
-10
-0.6% -$304 ﹤0.01% 1339
2019
Q2 		$51K Buy
1,634
+476
+41% +$14.2K ﹤0.01% 1326
2019
Q1 		$32K Buy
1,158
+159
+16% +$4.61K ﹤0.01% 1403
2018
Q4 		$27K Buy
999
+227
+29% +$7.63K ﹤0.01% 1390
2018
Q3 		$31K Buy
772
+637
+472% +$26.5K ﹤0.01% 1356
2018
Q2 		$5K Buy
+135
New +$5.34K ﹤0.01% 1376
2016
Q4 		– Sell
-1,600
Closed -$44K – 1214
2016
Q3 		$44K Hold
1,600
– – ﹤0.01% 1189
2016
Q2 		$43K Hold
1,600
– – ﹤0.01% 1188
2016
Q1 		$43K Hold
1,600
– – ﹤0.01% 1175
2015
Q4 		$47K Hold
1,600
– – ﹤0.01% 1174
2015
Q3 		$44K Hold
1,600
– – ﹤0.01% 1184
2015
Q2 		$46K Buy
+1,600
New +$44.7K ﹤0.01% 1192

Other funds holding BBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mutual of America Capital Management's BBT Position: Q2 2026 in Review

Mutual of America Capital Management increased its Beacon Financial Corp (BBT) stake by 0.07% in Q2 2026, buying an estimated $210 and bringing the position to 9,599 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Mutual of America Capital Management first reported a position in BBT in Q2 2015 and has held it in 30 quarters since. 172 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Mutual of America Capital Management held 9,599 shares of Beacon Financial Corp worth $292K as of Q2 2026.
  • Mutual of America Capital Management bought 7 Beacon Financial Corp shares in Q2 2026, an estimated $210.
  • Beacon Financial Corp made up ﹤0.01% of Mutual of America Capital Management's portfolio in Q2 2026, its #1308 holding.
  • Mutual of America Capital Management first reported a position in Beacon Financial Corp in Q2 2015 and has held it in 30 quarters since.
  • 172 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.