PA
BBT

Profund Advisors’s Beacon Financial Corp BBT Stock Holding History

Profund Advisors’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 		$240K Sell
7,987
-6,769
-46% -$198K 0.01% 914
2025
Q4 		$389K Buy
+14,756
New +$374K 0.01% 699
2018
Q4 		– Sell
-6,734
Closed -$274K – 1182
2018
Q3 		$274K Sell
6,734
-597
-8% -$24.8K 0.01% 1257
2018
Q2 		$298K Buy
+7,331
New +$290K 0.01% 1171

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

Profund Advisors's BBT Position: Q1 2026 in Review

Profund Advisors reduced its Beacon Financial Corp (BBT) stake by 46% in Q1 2026, selling an estimated $198K and leaving 7,987 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #914.

Profund Advisors first reported a position in BBT in Q2 2018 and has held it in 4 quarters since. The position peaked at $389K in Q4 2025. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Profund Advisors held 7,987 shares of Beacon Financial Corp worth $240K as of Q1 2026.
  • Profund Advisors sold 6,769 Beacon Financial Corp shares in Q1 2026, an estimated $198K.
  • Beacon Financial Corp made up 0.01% of Profund Advisors's portfolio in Q1 2026, its #914 holding.
  • Profund Advisors first reported a position in Beacon Financial Corp in Q2 2018 and has held it in 4 quarters since.
  • Profund Advisors's Beacon Financial Corp position peaked at $389K in Q4 2025.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Profund Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.