PAG
BBT

Private Advisor Group’s Beacon Financial Corp BBT Stock Holding History

Private Advisor 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
Q2 		$1.12M Buy
36,814
+16,316
+80% +$488K 0.01% 1310
2026
Q1 		$615K Sell
20,498
-321
-2% -$9.37K ﹤0.01% 1725
2025
Q4 		$549K Buy
20,819
+719
+4% +$18.2K ﹤0.01% 1762
2025
Q3 		$477K Buy
20,100
+6,153
+44% +$158K ﹤0.01% 1799
2025
Q2 		$349K Buy
13,947
+989
+8% +$24.6K ﹤0.01% 1895
2025
Q1 		$338K Buy
12,958
+827
+7% +$23.1K ﹤0.01% 1802
2024
Q4 		$345K Sell
12,131
-900
-7% -$25.9K ﹤0.01% 1782
2024
Q3 		$351K Buy
13,031
+3,615
+38% +$94.5K ﹤0.01% 1835
2024
Q2 		$217K Buy
+9,416
New +$207K ﹤0.01% 2099
2024
Q1 		– Sell
-10,884
Closed -$270K – 2336
2023
Q4 		$270K Buy
10,884
+806
+8% +$17.4K ﹤0.01% 1847
2023
Q3 		$202K Buy
+10,078
New +$216K ﹤0.01% 1882
2023
Q2 		– Sell
-8,854
Closed -$222K – 2025
2023
Q1 		$222K Buy
+8,854
New +$253K ﹤0.01% 1737
2022
Q4 		– Sell
-8,797
Closed -$240K – 1693
2022
Q3 		$240K Buy
+8,797
New +$245K ﹤0.01% 1591
2022
Q2 		– Sell
-8,357
Closed -$242K – 2126
2022
Q1 		$242K Buy
8,357
+1,162
+16% +$34.9K ﹤0.01% 1792
2021
Q4 		$205K Sell
7,195
-3,594
-33% -$99.6K ﹤0.01% 1920
2021
Q3 		$291K Buy
+10,789
New +$285K ﹤0.01% 1716
2021
Q1 		– Sell
-10,100
Closed -$173K – 1898
2020
Q4 		$173K Buy
+10,100
New +$151K ﹤0.01% 1642
2020
Q3 		– Sell
-2,074
Closed -$23K – 1761
2020
Q2 		$23K Buy
+2,074
New +$26.6K ﹤0.01% 2494

Other funds holding BBT

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CP
Clarendon Private Boston, Massachusetts $156M AUM 32.94% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return

Private Advisor Group's BBT Position: Q2 2026 in Review

Private Advisor Group increased its Beacon Financial Corp (BBT) stake by 80% in Q2 2026, buying an estimated $488K and bringing the position to 36,814 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #1310.

Private Advisor Group first reported a position in BBT in Q2 2020 and has held it in 18 quarters since. 64 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Private Advisor Group held 36,814 shares of Beacon Financial Corp worth $1.12M as of Q2 2026.
  • Private Advisor Group bought 16,316 Beacon Financial Corp shares in Q2 2026, an estimated $488K.
  • Beacon Financial Corp made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1310 holding.
  • Private Advisor Group first reported a position in Beacon Financial Corp in Q2 2020 and has held it in 18 quarters since.
  • 64 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.