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Prosperity Consulting Group’s Beacon Financial Corp BBT Stock Holding History

Prosperity Consulting 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 		$203K Hold
6,682
– – 0.01% 618
2026
Q1 		$200K Buy
+6,682
New +$195K 0.01% 513

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 $3.38T AUM 44.17% 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

Prosperity Consulting Group's BBT Position: Q2 2026 in Review

Prosperity Consulting Group held its Beacon Financial Corp (BBT) position steady in Q2 2026 at 6,682 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #618.

Prosperity Consulting Group first reported a position in BBT in Q1 2026 and has held it in 2 quarters since. 294 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Prosperity Consulting Group held 6,682 shares of Beacon Financial Corp worth $203K as of Q2 2026.
  • Prosperity Consulting Group left its Beacon Financial Corp share count unchanged in Q2 2026.
  • Beacon Financial Corp made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #618 holding.
  • Prosperity Consulting Group first reported a position in Beacon Financial Corp in Q1 2026 and has held it in 2 quarters since.
  • 294 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.