NICM
BBT

Neo Ivy Capital Management’s Beacon Financial Corp BBT Stock Holding History

Neo Ivy 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
Q1 		$223K Buy
+7,442
New +$217K 0.06% 262
2025
Q4 		– Sell
-4,630
Closed -$110K – 359
2025
Q3 		$110K Buy
+4,630
New +$119K 0.03% 319

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

Neo Ivy Capital Management's BBT Position: Q1 2026 in Review

Neo Ivy Capital Management opened a new position in Beacon Financial Corp (BBT) in Q1 2026: 7,442 shares worth $223K. The stake represents 0.06% of the portfolio and ranks #262 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in BBT as recently as Q3 2025.

Neo Ivy Capital Management first reported a position in BBT in Q3 2025 and has held it in 2 quarters since. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Neo Ivy Capital Management held 7,442 shares of Beacon Financial Corp worth $223K as of Q1 2026.
  • Beacon Financial Corp was a new Neo Ivy Capital Management position in Q1 2026.
  • Beacon Financial Corp made up 0.06% of Neo Ivy Capital Management's portfolio in Q1 2026, its #262 holding.
  • Neo Ivy Capital Management first reported a position in Beacon Financial Corp in Q3 2025 and has held it in 2 quarters since.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.