Plimoth Trust’s Beacon Financial Corp BBT Stock Holding History

Plimoth Trust’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	$228K	Hold	7,604	–	–	0.05%	168
2025 Q4	$201K	Buy	+7,604	New	+$193K	0.04%	171
2025 Q1	–	Sell	-7,184	Closed	-$204K	–	160
2024 Q4	$204K	Buy	+7,184	New	+$207K	0.05%	159
2023 Q1	–	Sell	-7,899	Closed	-$236K	–	161
2022 Q4	$236K	Sell	7,899 -895	-10%	-$26.3K	0.08%	157
2022 Q3	$240K	Hold	8,794	–	–	0.08%	149
2022 Q2	$218K	Sell	8,794 -500	-5%	-$13K	0.07%	161
2022 Q1	$269K	Hold	9,294	–	–	0.07%	155
2021 Q4	$264K	Sell	9,294 -1,500	-14%	-$41.6K	0.07%	155
2021 Q3	$291K	Sell	10,794 -793	-7%	-$21K	0.08%	147
2021 Q2	$318K	Hold	11,587	–	–	0.09%	147
2021 Q1	$259K	Hold	11,587	–	–	0.08%	158
2020 Q4	$198K	Hold	11,587	–	–	0.06%	156
2020 Q3	$117K	Sell	11,587 -3,694	-24%	-$36.4K	0.04%	159
2020 Q2	$168K	Buy	+15,281	New	+$196K	0.06%	160
2020 Q1	–	Sell	-6,892	Closed	-$227K	–	157
2019 Q4	$227K	Hold	6,892	–	–	0.07%	170
2019 Q3	$202K	Hold	6,892	–	–	0.07%	183
2019 Q2	$216K	Buy	+6,892	New	+$206K	0.07%	184

Other funds holding BBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Plimoth Trust's BBT Position: Q1 2026 in Review

Plimoth Trust held its Beacon Financial Corp (BBT) position steady in Q1 2026 at 7,604 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #168.

Plimoth Trust first reported a position in BBT in Q2 2019 and has held it in 17 quarters since. The position peaked at $318K in Q2 2021. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

Plimoth Trust held 7,604 shares of Beacon Financial Corp worth $228K as of Q1 2026.
Plimoth Trust left its Beacon Financial Corp share count unchanged in Q1 2026.
Beacon Financial Corp made up 0.05% of Plimoth Trust's portfolio in Q1 2026, its #168 holding.
Plimoth Trust first reported a position in Beacon Financial Corp in Q2 2019 and has held it in 17 quarters since.
Plimoth Trust's Beacon Financial Corp position peaked at $318K in Q2 2021.
291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Plimoth Trust's 13F filing for Q1 2026, filed 27 Apr 2026.