OPS
BBT

Orion Portfolio Solutions’s Beacon Financial Corp BBT Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$280K Sell
10,721
-409
-4% -$11.4K ﹤0.01% 1656
2024
Q4 		$316K Sell
11,130
-729
-6% -$21K ﹤0.01% 1535
2024
Q3 		$319K Sell
11,859
-520
-4% -$13.6K ﹤0.01% 1505
2024
Q2 		$282K Buy
12,379
+670
+6% +$14.7K ﹤0.01% 1482
2024
Q1 		$268K Sell
11,709
-279
-2% -$6.38K ﹤0.01% 1501
2023
Q4 		$291K Sell
11,988
-51
-0.4% -$1.1K ﹤0.01% 1413
2023
Q3 		$241K Sell
12,039
-369
-3% -$7.9K ﹤0.01% 1479
2023
Q2 		$257K Buy
+12,408
New +$268K ﹤0.01% 1464
2020
Q3 		– Sell
-89
Closed -$1K – 602
2020
Q2 		$1K Buy
+89
New +$1.14K ﹤0.01% 1912

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return