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
Q2 		$44K Hold
1,447
– – 0.02% 120
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 $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

Pinney & Scofield's BBT Position: Q2 2026 in Review

Pinney & Scofield held its Beacon Financial Corp (BBT) position steady in Q2 2026 at 1,447 shares worth $44K. The position accounts for 0.02% of the portfolio, ranked #120.

Pinney & Scofield first reported a position in BBT in Q1 2025 and has held it in 6 quarters since. 294 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Pinney & Scofield held 1,447 shares of Beacon Financial Corp worth $44K as of Q2 2026.
  • Pinney & Scofield left its Beacon Financial Corp share count unchanged in Q2 2026.
  • Beacon Financial Corp made up 0.02% of Pinney & Scofield's portfolio in Q2 2026, its #120 holding.
  • Pinney & Scofield first reported a position in Beacon Financial Corp in Q1 2025 and has held it in 6 quarters since.
  • 294 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.