Pinnacle Wealth Planning Services
BBT icon

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
Q3 		$134K Buy
4,789
+67
+1% +$2.06K 0.01% 698
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

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New York State Teachers Retirement System (NYSTRS)
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STRS Ohio
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Y-Intercept (HK)
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Louisiana State Employees Retirement System
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Parsons Capital Management
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Pinnacle Wealth Planning Services's BBT Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Beacon Financial Corp (BBT) stake by 1.4% in Q3 2026, buying an estimated $2.06K and bringing the position to 4,789 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #698.

Pinnacle Wealth Planning Services first reported a position in BBT in Q4 2020 and has held it in 5 quarters since. The position peaked at $144K in Q2 2026. 68 funds tracked by Wall St. Rank hold BBT as of Q3 2026.

  • Pinnacle Wealth Planning Services held 4,789 shares of Beacon Financial Corp worth $134K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 67 Beacon Financial Corp shares in Q3 2026, an estimated $2.06K.
  • Beacon Financial Corp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #698 holding.
  • Pinnacle Wealth Planning Services first reported a position in Beacon Financial Corp in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Beacon Financial Corp position peaked at $144K in Q2 2026.
  • 68 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.