OQS
BBT

Occudo Quantitative Strategies’s Beacon Financial Corp BBT Stock Holding History

Occudo Quantitative Strategies’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 		– Sell
-43,365
Closed -$1.14M – 750
2025
Q4 		$1.14M Buy
+43,365
New +$1.1M 0.08% 293
2024
Q3 		– Sell
-23,485
Closed -$535K – 715
2024
Q2 		$535K Buy
23,485
+12,732
+118% +$279K 0.1% 289
2024
Q1 		$246K Buy
+10,753
New +$246K 0.04% 529

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

Occudo Quantitative Strategies's BBT Position: Q1 2026 in Review

Occudo Quantitative Strategies sold out of Beacon Financial Corp (BBT) in Q1 2026, closing a stake of 43,365 shares — an estimated $1.14M sold.

Occudo Quantitative Strategies first reported a position in BBT in Q1 2024 and held it in 3 quarters. The position peaked at $1.14M in Q4 2025. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Occudo Quantitative Strategies reported no remaining Beacon Financial Corp position as of Q1 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 43,365 Beacon Financial Corp shares in Q1 2026, an estimated $1.14M.
  • Occudo Quantitative Strategies first reported a position in Beacon Financial Corp in Q1 2024 and held it in 3 quarters.
  • Occudo Quantitative Strategies's Beacon Financial Corp position peaked at $1.14M in Q4 2025.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.