NewEdge Advisors’s Beacon Financial Corp BBT Stock Holding History

NewEdge 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 Q1	$1.03M	Sell	34,458 -1,800	-5%	-$52.5K	﹤0.01%	1491
2025 Q4	$956K	Buy	36,258 +490	+1%	+$12.4K	﹤0.01%	1517
2025 Q3	$848K	Buy	35,768 +478	+1%	+$12.3K	﹤0.01%	1491
2025 Q2	$884K	Buy	35,290 +28	+0.1%	+$696	﹤0.01%	1361
2025 Q1	$920K	Buy	35,262 +3	+0%	+$84	0.01%	1238
2024 Q4	$1M	Buy	35,259 +6	+0%	+$173	0.01%	1164
2024 Q3	$949K	Sell	35,253 -44	-0.1%	-$1.15K	0.01%	1136
2024 Q2	$805K	Buy	35,297 +33	+0.1%	+$724	0.01%	1170
2024 Q1	$808K	Sell	35,264 -3	-0%	-$69	0.01%	1105
2023 Q4	$857K	Buy	35,267 +448	+1%	+$9.66K	0.01%	1014
2023 Q3	$698K	Hold	34,819	–	–	0.01%	1028
2023 Q2	$722K	Hold	34,819	–	–	0.01%	1017
2023 Q1	$873K	Hold	34,819	–	–	0.01%	843
2022 Q4	$1.04M	Hold	34,819	–	–	0.03%	496
2022 Q3	$951K	Buy	34,819 +24	+0.1%	+$670	0.02%	660
2022 Q2	$862K	Buy	34,795 +37	+0.1%	+$959	0.01%	734
2022 Q1	$1.01M	Hold	34,758	–	–	0.02%	640
2021 Q4	$988K	Buy	+34,758	New	+$963K	0.01%	740

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

NewEdge Advisors's BBT Position: Q1 2026 in Review

NewEdge Advisors reduced its Beacon Financial Corp (BBT) stake by 5% in Q1 2026, selling an estimated $52.5K and leaving 34,458 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

NewEdge Advisors first reported a position in BBT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.04M in Q4 2022. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

NewEdge Advisors held 34,458 shares of Beacon Financial Corp worth $1.03M as of Q1 2026.
NewEdge Advisors sold 1,800 Beacon Financial Corp shares in Q1 2026, an estimated $52.5K.
Beacon Financial Corp made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1491 holding.
NewEdge Advisors first reported a position in Beacon Financial Corp in Q4 2021 and has held it in 18 quarters since.
NewEdge Advisors's Beacon Financial Corp position peaked at $1.04M in Q4 2022.
291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.