Nisa Investment Advisors
BBT

Nisa Investment Advisors’s Beacon Financial Corp BBT Stock Holding History

Nisa Investment 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 		$313K Buy
10,424
+8,168
+362% +$238K ﹤0.01% 1075
2025
Q4 		$59.5K Buy
2,256
+653
+41% +$16.5K ﹤0.01% 1579
2025
Q3 		$38K Buy
1,603
+728
+83% +$18.7K ﹤0.01% 1710
2025
Q2 		$21.9K Hold
875
– – ﹤0.01% 1893
2025
Q1 		$22.8K Buy
875
+550
+169% +$15.4K ﹤0.01% 1825
2024
Q4 		$9.24K Hold
325
– – ﹤0.01% 2154
2024
Q3 		$8.81K Hold
325
– – ﹤0.01% 2121
2024
Q2 		$7.41K Hold
325
– – ﹤0.01% 2215
2024
Q1 		$7.51K Hold
325
– – ﹤0.01% 2079
2023
Q4 		$8.07K Hold
325
– – ﹤0.01% 2074
2023
Q3 		$6.52K Hold
325
– – ﹤0.01% 2254
2023
Q2 		$6.74K Sell
325
-8
-2% -$173 ﹤0.01% 2303
2023
Q1 		$8K Sell
333
-2,000
-86% -$57.1K ﹤0.01% 2183
2022
Q4 		$70K Hold
2,333
– – ﹤0.01% 1671
2022
Q3 		$64K Buy
2,333
+43
+2% +$1.2K ﹤0.01% 1653
2022
Q2 		$57K Sell
2,290
-730
-24% -$18.9K ﹤0.01% 1689
2022
Q1 		$87K Buy
+3,020
New +$90.8K ﹤0.01% 1669
2021
Q4 		– Sell
-1,320
Closed -$36 – 2238
2021
Q3 		$36 Hold
1,320
– – ﹤0.01% 1993
2021
Q2 		$36 Buy
1,320
+1,030
+355% +$26.1K ﹤0.01% 2017
2021
Q1 		$6 Hold
290
– – ﹤0.01% 2248
2020
Q4 		$5K Buy
+290
New +$4.33K ﹤0.01% 2264
2020
Q3 		– Sell
-37,600
Closed -$414K – 2250
2020
Q2 		$414K Buy
+37,600
New +$483K ﹤0.01% 1082

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

Nisa Investment Advisors's BBT Position: Q1 2026 in Review

Nisa Investment Advisors increased its Beacon Financial Corp (BBT) stake by 362% in Q1 2026, buying an estimated $238K and bringing the position to 10,424 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Nisa Investment Advisors first reported a position in BBT in Q2 2020 and has held it in 22 quarters since. The position peaked at $414K in Q2 2020. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Nisa Investment Advisors held 10,424 shares of Beacon Financial Corp worth $313K as of Q1 2026.
  • Nisa Investment Advisors bought 8,168 Beacon Financial Corp shares in Q1 2026, an estimated $238K.
  • Beacon Financial Corp made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1075 holding.
  • Nisa Investment Advisors first reported a position in Beacon Financial Corp in Q2 2020 and has held it in 22 quarters since.
  • Nisa Investment Advisors's Beacon Financial Corp position peaked at $414K in Q2 2020.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.