PP
BBT

PDT Partners’s Beacon Financial Corp BBT Stock Holding History

PDT Partners’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
Q3 		– Sell
-8,071
Closed -$202K – 586
2025
Q2 		$202K Sell
8,071
-12,618
-61% -$314K 0.01% 639
2025
Q1 		$540K Sell
20,689
-11,637
-36% -$325K 0.04% 512
2024
Q4 		$919K Sell
32,326
-1
-0% -$29 0.08% 356
2024
Q3 		$871K Buy
32,327
+20,736
+179% +$542K 0.08% 397
2024
Q2 		$264K Sell
11,591
-3,867
-25% -$84.9K 0.03% 572
2024
Q1 		$354K Sell
15,458
-2,850
-16% -$65.2K 0.03% 506
2023
Q4 		$455K Sell
18,308
-7,694
-30% -$166K 0.05% 415
2023
Q3 		$521K Buy
+26,002
New +$557K 0.07% 404
2022
Q3 		– Sell
-28,310
Closed -$701K – 849
2022
Q2 		$701K Buy
+28,310
New +$734K 0.06% 508
2015
Q4 		– Sell
-9,368
Closed -$258K – 456
2015
Q3 		$258K Sell
9,368
-5,911
-39% -$167K 0.01% 1086
2015
Q2 		$435K Buy
+15,279
New +$427K 0.01% 1018

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PDT Partners's BBT Position: Q3 2025 in Review

PDT Partners sold out of Beacon Financial Corp (BBT) in Q3 2025, closing a stake of 8,071 shares — an estimated $202K sold.

PDT Partners first reported a position in BBT in Q2 2015 and held it in 11 quarters. The position peaked at $919K in Q4 2024. 277 funds tracked by Wall St. Rank hold BBT as of Q3 2025.

  • PDT Partners reported no remaining Beacon Financial Corp position as of Q3 2025 after selling out during the quarter.
  • PDT Partners sold 8,071 Beacon Financial Corp shares in Q3 2025, an estimated $202K.
  • PDT Partners first reported a position in Beacon Financial Corp in Q2 2015 and held it in 11 quarters.
  • PDT Partners's Beacon Financial Corp position peaked at $919K in Q4 2024.
  • 277 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2025.

Based on PDT Partners's 13F filing for Q3 2025, filed 17 Nov 2025.