RWM
BBT

Raffa Wealth Management’s Beacon Financial Corp BBT Stock Holding History

Raffa Wealth Management’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 		$396 Hold
13
– – ﹤0.01% 1204
2026
Q1 		$390 Hold
13
– – ﹤0.01% 1094
2025
Q4 		$343 Hold
13
– – ﹤0.01% 1103
2025
Q3 		$308 Buy
+13
New +$333 ﹤0.01% 1120

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raffa Wealth Management's BBT Position: Q2 2026 in Review

Raffa Wealth Management held its Beacon Financial Corp (BBT) position steady in Q2 2026 at 13 shares worth $396. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Raffa Wealth Management first reported a position in BBT in Q3 2025 and has held it in 4 quarters since. 279 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Raffa Wealth Management held 13 shares of Beacon Financial Corp worth $396 as of Q2 2026.
  • Raffa Wealth Management left its Beacon Financial Corp share count unchanged in Q2 2026.
  • Beacon Financial Corp made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1204 holding.
  • Raffa Wealth Management first reported a position in Beacon Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • 279 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.