Natixis Advisors’s Beacon Financial Corp BBT Stock Holding History

Natixis 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 Q3	$366K	Sell	13,063 -5,278	-29%	-$162K	﹤0.01%	1862
2026 Q2	$558K	Buy	18,341 +7,171	+64%	+$215K	﹤0.01%	1665
2026 Q1	$335K	Buy	+11,170	New	+$326K	﹤0.01%	1631
2023 Q1	–	Sell	-11,756	Closed	-$352K	–	1464
2022 Q4	$352K	Buy	+11,756	New	+$346K	﹤0.01%	1369
2022 Q2	–	Sell	-14,862	Closed	-$431K	–	1459
2022 Q1	$431K	Buy	14,862 +1,932	+15%	+$58.1K	﹤0.01%	1313
2021 Q4	$368K	Buy	+12,930	New	+$358K	﹤0.01%	1293
2021 Q3	–	Sell	-11,063	Closed	-$303K	–	1314
2021 Q2	$303K	Buy	+11,063	New	+$281K	﹤0.01%	1276

Other funds holding BBT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return

HoldCo Asset Management Fort Lauderdale, Florida $1.43B AUM 19.42% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $18B AUM 27.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Natixis Advisors's BBT Position: Q3 2026 in Review

Natixis Advisors reduced its Beacon Financial Corp (BBT) stake by 29% in Q3 2026, selling an estimated $162K and leaving 13,063 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Natixis Advisors first reported a position in BBT in Q2 2021 and has held it in 7 quarters since. The position peaked at $558K in Q2 2026. 232 funds tracked by Wall St. Rank hold BBT as of Q3 2026.

Natixis Advisors held 13,063 shares of Beacon Financial Corp worth $366K as of Q3 2026.
Natixis Advisors sold 5,278 Beacon Financial Corp shares in Q3 2026, an estimated $162K.
Beacon Financial Corp made up ﹤0.01% of Natixis Advisors's portfolio in Q3 2026, its #1862 holding.
Natixis Advisors first reported a position in Beacon Financial Corp in Q2 2021 and has held it in 7 quarters since.
Natixis Advisors's Beacon Financial Corp position peaked at $558K in Q2 2026.
232 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2026.

Based on Natixis Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.