R Squared’s Beacon Financial Corp BBT Stock Holding History

R Squared’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
2025 Q1	–	Sell	-500	Closed	-$14.2K	–	445
2024 Q4	$14.2K	Buy	+500	New	+$14.4K	0.01%	1034

Other funds holding BBT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

R Squared's BBT Position: Q1 2025 in Review

R Squared sold out of Beacon Financial Corp (BBT) in Q1 2025, closing a stake of 500 shares — an estimated $14.2K sold.

R Squared first reported a position in BBT in Q4 2024 and held it in 1 quarter. The position peaked at $14.2K in Q4 2024. 230 funds tracked by Wall St. Rank hold BBT as of Q1 2025.

R Squared reported no remaining Beacon Financial Corp position as of Q1 2025 after selling out during the quarter.
R Squared sold 500 Beacon Financial Corp shares in Q1 2025, an estimated $14.2K.
R Squared first reported a position in Beacon Financial Corp in Q4 2024 and held it in 1 quarter.
R Squared's Beacon Financial Corp position peaked at $14.2K in Q4 2024.
230 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.