Northwestern Mutual Wealth Management
BBT

Northwestern Mutual Wealth Management’s Beacon Financial Corp BBT Stock Holding History

Northwestern Mutual Wealth 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
Q2 		$97.8K Hold
3,211
– – ﹤0.01% 2288
2026
Q1 		$96.3K Sell
3,211
-1,347
-30% -$39.3K ﹤0.01% 2191
2025
Q4 		$120K Hold
4,558
– – ﹤0.01% 2063
2025
Q3 		$108K Buy
4,558
+458
+11% +$11.7K ﹤0.01% 2013
2025
Q2 		$103K Hold
4,100
– – ﹤0.01% 1984
2025
Q1 		$107K Hold
4,100
– – ﹤0.01% 1903
2024
Q4 		$117K Sell
4,100
-1,500
-27% -$43.2K ﹤0.01% 1861
2024
Q3 		$151K Sell
5,600
-279
-5% -$7.29K ﹤0.01% 1735
2024
Q2 		$134K Buy
5,879
+2,169
+58% +$47.6K ﹤0.01% 1716
2024
Q1 		$85K Hold
3,710
– – ﹤0.01% 1883
2023
Q4 		$92.1K Buy
3,710
+110
+3% +$2.37K ﹤0.01% 1814
2023
Q3 		$72.2K Hold
3,600
– – ﹤0.01% 1837
2023
Q2 		$74.6K Buy
3,600
+3,000
+500% +$64.8K ﹤0.01% 1843
2023
Q1 		$15K Hold
600
– – ﹤0.01% 2357
2022
Q4 		$17.9K Hold
600
– – ﹤0.01% 2282
2022
Q3 		$16K Hold
600
– – ﹤0.01% 2291
2022
Q2 		$15K Buy
+600
New +$15.6K ﹤0.01% 2366
2021
Q3 		– Sell
-695
Closed -$19K – 3011
2021
Q2 		$19K Buy
+695
New +$17.6K ﹤0.01% 2209
2015
Q4 		– Sell
-85
Closed -$2K – 1590
2015
Q3 		$2K Buy
+85
New +$2.4K ﹤0.01% 1421
2015
Q1 		– Sell
-75
Closed -$2K – 1565
2014
Q4 		$2K Buy
+75
New +$1.88K ﹤0.01% 1484

Other funds holding BBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northwestern Mutual Wealth Management's BBT Position: Q2 2026 in Review

Northwestern Mutual Wealth Management held its Beacon Financial Corp (BBT) position steady in Q2 2026 at 3,211 shares worth $97.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2288.

Northwestern Mutual Wealth Management first reported a position in BBT in Q4 2014 and has held it in 20 quarters since. The position peaked at $151K in Q3 2024. 293 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Northwestern Mutual Wealth Management held 3,211 shares of Beacon Financial Corp worth $97.8K as of Q2 2026.
  • Northwestern Mutual Wealth Management left its Beacon Financial Corp share count unchanged in Q2 2026.
  • Beacon Financial Corp made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2288 holding.
  • Northwestern Mutual Wealth Management first reported a position in Beacon Financial Corp in Q4 2014 and has held it in 20 quarters since.
  • Northwestern Mutual Wealth Management's Beacon Financial Corp position peaked at $151K in Q3 2024.
  • 293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.