PWPS
BBT

Pinnacle Wealth Planning Services’s Beacon Financial Corp BBT Stock Holding History

Pinnacle Wealth Planning Services’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 		$141K Buy
4,697
+89
+2% +$2.6K 0.01% 622
2025
Q4 		$122K Buy
+4,608
New +$117K 0.01% 682
2021
Q1 		– Sell
-2,030
Closed -$35K – 537
2020
Q4 		$35K Buy
+2,030
New +$30.3K 0.01% 941

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

Pinnacle Wealth Planning Services's BBT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Beacon Financial Corp (BBT) stake by 1.9% in Q1 2026, buying an estimated $2.6K and bringing the position to 4,697 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #622.

Pinnacle Wealth Planning Services first reported a position in BBT in Q4 2020 and has held it in 3 quarters since. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,697 shares of Beacon Financial Corp worth $141K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 89 Beacon Financial Corp shares in Q1 2026, an estimated $2.6K.
  • Beacon Financial Corp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #622 holding.
  • Pinnacle Wealth Planning Services first reported a position in Beacon Financial Corp in Q4 2020 and has held it in 3 quarters since.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.