New England Capital Financial Advisors’s Beacon Financial Corp BBT Stock Holding History

New England Capital Financial 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 Q2	$10.7K	Sell	351 -262	-43%	-$7.84K	﹤0.01%	263
2026 Q1	$18.4K	Buy	613 +4	+0.7%	+$117	0.01%	203
2025 Q4	$16.1K	Buy	609 +4	+0.7%	+$101	0.01%	218
2025 Q3	$14.3K	Buy	605 +3	+0.5%	+$77	0.01%	220
2025 Q2	$15.1K	Buy	602 +2	+0.3%	+$50	0.01%	207
2025 Q1	$15.6K	Buy	600 +3	+0.5%	+$84	0.01%	202
2024 Q4	$17K	Buy	597 +4	+0.7%	+$115	0.01%	193
2024 Q3	$16K	Hold	593	–	–	0.01%	200
2024 Q2	$13.5K	Buy	593 +5	+0.9%	+$110	0.01%	209
2024 Q1	$13.5K	Hold	588	–	–	0.01%	209
2023 Q4	$14.6K	Buy	588 +3	+0.5%	+$65	0.01%	205
2023 Q3	$11.7K	Buy	585 +3	+0.5%	+$64	0.01%	215
2023 Q2	$12.1K	Buy	582 +2	+0.3%	+$43	0.01%	215
2023 Q1	$14.5K	Buy	580 +2	+0.3%	+$57	0.01%	212
2022 Q4	$16.4K	Buy	+578	New	+$17K	0.01%	203

Other funds holding BBT

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Clarendon Private Boston, Massachusetts $156M AUM 32.94% 1-Year Est. Return

New England Capital Financial Advisors's BBT Position: Q2 2026 in Review

New England Capital Financial Advisors reduced its Beacon Financial Corp (BBT) stake by 43% in Q2 2026, selling an estimated $7.84K and leaving 351 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

New England Capital Financial Advisors first reported a position in BBT in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.4K in Q1 2026. 70 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

New England Capital Financial Advisors held 351 shares of Beacon Financial Corp worth $10.7K as of Q2 2026.
New England Capital Financial Advisors sold 262 Beacon Financial Corp shares in Q2 2026, an estimated $7.84K.
Beacon Financial Corp made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #263 holding.
New England Capital Financial Advisors first reported a position in Beacon Financial Corp in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Beacon Financial Corp position peaked at $18.4K in Q1 2026.
70 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.