Pinnacle Holdings’s Beacon Financial Corp BBT Stock Holding History

Pinnacle Holdings’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	-540	Closed	-$14.2K	–	234
2025 Q4	$14.2K	Buy	+540	New	+$13.7K	﹤0.01%	242
2025 Q2	–	Sell	-540	Closed	-$14.1K	–	235
2025 Q1	$14.1K	Hold	540	–	–	0.01%	233
2024 Q4	$15.4K	Hold	540	–	–	0.01%	229
2024 Q3	$14.5K	Hold	540	–	–	0.01%	228
2024 Q2	$12.3K	Hold	540	–	–	0.01%	227
2024 Q1	$12.4K	Buy	+540	New	+$12.4K	0.01%	218
2023 Q3	–	Sell	-2,077	Closed	-$43.1K	–	205
2023 Q2	$43.1K	Hold	2,077	–	–	0.02%	183
2023 Q1	$52K	Hold	2,077	–	–	0.02%	186
2022 Q4	$62.1K	Hold	2,077	–	–	0.03%	171
2022 Q3	$56.7K	Hold	2,077	–	–	0.03%	174
2022 Q2	$51.4K	Hold	2,077	–	–	0.02%	184
2022 Q1	$60.2K	Hold	2,077	–	–	0.02%	185
2021 Q4	$59K	Hold	2,077	–	–	0.02%	202
2021 Q3	$56K	Hold	2,077	–	–	0.02%	206
2021 Q2	$56.9K	Hold	2,077	–	–	0.03%	168
2021 Q1	$46.4K	Hold	2,077	–	–	0.02%	176
2020 Q4	$35.6K	Hold	2,077	–	–	0.02%	184
2020 Q3	$21K	Hold	2,077	–	–	0.01%	189
2020 Q2	$22.9K	Hold	2,077	–	–	0.01%	176
2020 Q1	$30.9K	Sell	2,077 -525	-20%	-$13.3K	0.02%	172
2019 Q4	$85.6K	Sell	2,602 -2,637	-50%	-$82.7K	0.03%	159
2019 Q3	$153K	Hold	5,239	–	–	0.06%	156
2019 Q2	$164K	Buy	5,239 +140	+3%	+$4.18K	0.06%	154
2019 Q1	$139K	Hold	5,099	–	–	0.05%	159
2018 Q4	$138K	Hold	5,099	–	–	0.06%	157
2018 Q3	$208K	Hold	5,099	–	–	0.07%	154
2018 Q2	$207K	Hold	5,099	–	–	0.07%	156
2018 Q1	$194K	Sell	5,099 -100	-2%	-$3.8K	0.07%	154
2017 Q4	$190K	Hold	5,199	–	–	0.07%	158
2017 Q3	$201K	Hold	5,199	–	–	0.07%	159
2017 Q2	$183K	Hold	5,199	–	–	0.07%	157
2017 Q1	$187K	Sell	5,199 -745	-13%	-$26.4K	0.07%	158
2016 Q4	$219K	Hold	5,944	–	–	0.09%	157
2016 Q3	$165K	Hold	5,944	–	–	0.06%	157
2016 Q2	$160K	Hold	5,944	–	–	0.07%	157
2016 Q1	$160K	Hold	5,944	–	–	0.08%	159
2015 Q4	$173K	Hold	5,944	–	–	0.08%	154
2015 Q3	$164K	Buy	5,944 +400	+7%	+$11.3K	0.07%	159
2015 Q2	$158K	Hold	5,544	–	–	0.06%	162
2015 Q1	$154K	Buy	5,544 +100	+2%	+$2.62K	0.06%	165
2014 Q4	$145K	Sell	5,444 -415	-7%	-$10.4K	0.05%	161
2014 Q3	$138K	Buy	5,859 +140	+2%	+$3.36K	0.04%	167
2014 Q2	$133K	Hold	5,719	–	–	0.03%	165
2014 Q1	$148K	Buy	5,719 +440	+8%	+$11.2K	0.04%	162
2013 Q4	$144K	Buy	5,279 +785	+17%	+$20.4K	0.04%	153
2013 Q3	$113K	Sell	4,494 -183	-4%	-$4.8K	0.04%	155
2013 Q2	$130K	Buy	+4,677	New	+$123K	0.04%	157

Other funds holding BBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Holdings's BBT Position: Q1 2026 in Review

Pinnacle Holdings sold out of Beacon Financial Corp (BBT) in Q1 2026, closing a stake of 540 shares — an estimated $14.2K sold.

Pinnacle Holdings first reported a position in BBT in Q2 2013 and held it in 47 quarters. The position peaked at $219K in Q4 2016. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

Pinnacle Holdings reported no remaining Beacon Financial Corp position as of Q1 2026 after selling out during the quarter.
Pinnacle Holdings sold 540 Beacon Financial Corp shares in Q1 2026, an estimated $14.2K.
Pinnacle Holdings first reported a position in Beacon Financial Corp in Q2 2013 and held it in 47 quarters.
Pinnacle Holdings's Beacon Financial Corp position peaked at $219K in Q4 2016.
291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Pinnacle Holdings's 13F filing for Q1 2026, filed 8 May 2026.