Principal Financial Group
BBT

Principal Financial Group’s Beacon Financial Corp BBT Stock Holding History

Principal Financial Group’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 		$12.2M Buy
407,331
+7,443
+2% +$217K 0.01% 1224
2025
Q4 		$10.5M Sell
399,888
-1,554
-0.4% -$39.4K 0.01% 1290
2025
Q3 		$9.52M Buy
401,442
+175,126
+77% +$4.49M ﹤0.01% 1317
2025
Q2 		$5.67M Sell
226,316
-619
-0.3% -$15.4K ﹤0.01% 1527
2025
Q1 		$5.92M Buy
226,935
+22,454
+11% +$627K ﹤0.01% 1509
2024
Q4 		$5.81M Buy
204,481
+5,500
+3% +$159K ﹤0.01% 1544
2024
Q3 		$5.36M Sell
198,981
-10,791
-5% -$282K ﹤0.01% 1552
2024
Q2 		$4.78M Sell
209,772
-12,020
-5% -$264K ﹤0.01% 1564
2024
Q1 		$5.08M Sell
221,792
-1,726
-0.8% -$39.5K ﹤0.01% 1560
2023
Q4 		$5.55M Sell
223,518
-14,130
-6% -$305K ﹤0.01% 1520
2023
Q3 		$4.76M Sell
237,648
-14,277
-6% -$306K ﹤0.01% 1556
2023
Q2 		$5.22M Sell
251,925
-16,146
-6% -$349K ﹤0.01% 1507
2023
Q1 		$6.72M Sell
268,071
-6,910
-3% -$197K ﹤0.01% 1427
2022
Q4 		$8.22M Sell
274,981
-7,177
-3% -$211K 0.01% 1344
2022
Q3 		$7.7M Sell
282,158
-10,099
-3% -$282K 0.01% 1322
2022
Q2 		$7.24M Sell
292,257
-29,238
-9% -$758K 0.01% 1417
2022
Q1 		$9.31M Sell
321,495
-2,712
-0.8% -$81.6K 0.01% 1411
2021
Q4 		$9.22M Sell
324,207
-79,765
-20% -$2.21M 0.01% 1442
2021
Q3 		$10.9M Sell
403,972
-20,358
-5% -$538K 0.01% 1364
2021
Q2 		$11.6M Buy
424,330
+4,194
+1% +$106K 0.01% 1351
2021
Q1 		$9.38M Buy
420,136
+6,404
+2% +$131K 0.01% 1422
2020
Q4 		$7.08M Buy
413,732
+2,206
+0.5% +$32.9K 0.01% 1415
2020
Q3 		$4.16M Buy
411,526
+62,268
+18% +$613K ﹤0.01% 1527
2020
Q2 		$3.85M Buy
349,258
+3,253
+0.9% +$41.8K ﹤0.01% 1537
2020
Q1 		$5.14M Sell
346,005
-13,392
-4% -$338K 0.01% 1262
2019
Q4 		$11.8M Sell
359,397
-103,037
-22% -$3.23M 0.01% 1157
2019
Q3 		$13.5M Sell
462,434
-71,000
-13% -$2.16M 0.01% 1037
2019
Q2 		$16.7M Buy
533,434
+60,426
+13% +$1.8M 0.02% 907
2019
Q1 		$12.9M Sell
473,008
-710
-0.1% -$20.6K 0.01% 1078
2018
Q4 		$12.8M Sell
473,718
-161,332
-25% -$5.42M 0.01% 1014
2018
Q3 		$25.8M Buy
635,050
+126,745
+25% +$5.27M 0.02% 691
2018
Q2 		$20.6M Buy
508,305
+134,628
+36% +$5.33M 0.02% 804
2018
Q1 		$14.2M Buy
373,677
+367,043
+5,533% +$13.9M 0.01% 1027
2017
Q4 		$243K Buy
6,634
+697
+12% +$26.5K ﹤0.01% 2094
2017
Q3 		$230K Sell
5,937
-979
-14% -$34.5K ﹤0.01% 2079
2017
Q2 		$243K Sell
6,916
-57
-0.8% -$2.05K ﹤0.01% 2096
2017
Q1 		$251K Sell
6,973
-661
-9% -$23.4K ﹤0.01% 2050
2016
Q4 		$281K Sell
7,634
-81
-1% -$2.6K ﹤0.01% 2027
2016
Q3 		$214K Sell
7,715
-179,288
-96% -$4.89M ﹤0.01% 2029
2016
Q2 		$5.03M Sell
187,003
-8,640
-4% -$232K 0.01% 1426
2016
Q1 		$5.26M Buy
195,643
+569
+0.3% +$15.2K 0.01% 1371
2015
Q4 		$5.68M Buy
195,074
+43
+0% +$1.25K 0.01% 1302
2015
Q3 		$5.37M Buy
195,031
+21,638
+12% +$612K 0.01% 1317
2015
Q2 		$4.94M Buy
+173,393
New +$4.84M 0.01% 1414
2013
Q3 		– Sell
-7,501
Closed -$208K – 2267
2013
Q2 		$208K Buy
+7,501
New +$198K ﹤0.01% 2070

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

Principal Financial Group's BBT Position: Q1 2026 in Review

Principal Financial Group increased its Beacon Financial Corp (BBT) stake by 1.9% in Q1 2026, buying an estimated $217K and bringing the position to 407,331 shares worth $12.2M. The position accounts for 0.01% of the portfolio, ranked #1224.

Principal Financial Group first reported a position in BBT in Q2 2013 and has held it in 45 quarters since. The position peaked at $25.8M in Q3 2018. 292 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Principal Financial Group held 407,331 shares of Beacon Financial Corp worth $12.2M as of Q1 2026.
  • Principal Financial Group bought 7,443 Beacon Financial Corp shares in Q1 2026, an estimated $217K.
  • Beacon Financial Corp made up 0.01% of Principal Financial Group's portfolio in Q1 2026, its #1224 holding.
  • Principal Financial Group first reported a position in Beacon Financial Corp in Q2 2013 and has held it in 45 quarters since.
  • Principal Financial Group's Beacon Financial Corp position peaked at $25.8M in Q3 2018.
  • 292 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.