PS
BBT

Pinney & Scofield’s Beacon Financial Corp BBT Stock Holding History

Pinney & Scofield’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 		$43.4K Hold
1,447
– – 0.02% 118
2025
Q4 		$38.1K Hold
1,447
– – 0.02% 121
2025
Q3 		$34.3K Buy
1,447
+1,262
+682% +$32.4K 0.02% 123
2025
Q2 		$4.64K Buy
185
+1
+0.5% +$25 ﹤0.01% 194
2025
Q1 		$4.8K Buy
+184
New +$5.14K ﹤0.01% 185

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

Pinney & Scofield's BBT Position: Q1 2026 in Review

Pinney & Scofield held its Beacon Financial Corp (BBT) position steady in Q1 2026 at 1,447 shares worth $43.4K. The position accounts for 0.02% of the portfolio, ranked #118.

Pinney & Scofield first reported a position in BBT in Q1 2025 and has held it in 5 quarters since. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Pinney & Scofield held 1,447 shares of Beacon Financial Corp worth $43.4K as of Q1 2026.
  • Pinney & Scofield left its Beacon Financial Corp share count unchanged in Q1 2026.
  • Beacon Financial Corp made up 0.02% of Pinney & Scofield's portfolio in Q1 2026, its #118 holding.
  • Pinney & Scofield first reported a position in Beacon Financial Corp in Q1 2025 and has held it in 5 quarters since.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.