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
Q2 		$144K Buy
4,722
+25
+0.5% +$748 0.01% 686
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's BBT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Beacon Financial Corp (BBT) stake by 0.53% in Q2 2026, buying an estimated $748 and bringing the position to 4,722 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #686.

Pinnacle Wealth Planning Services first reported a position in BBT in Q4 2020 and has held it in 4 quarters since. 295 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4,722 shares of Beacon Financial Corp worth $144K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 25 Beacon Financial Corp shares in Q2 2026, an estimated $748.
  • Beacon Financial Corp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #686 holding.
  • Pinnacle Wealth Planning Services first reported a position in Beacon Financial Corp in Q4 2020 and has held it in 4 quarters since.
  • 295 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.