Raymond James Financial
BBT

Raymond James Financial’s Beacon Financial Corp BBT Stock Holding History

Raymond James Financial’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 		$2M Sell
65,611
-8,212
-11% -$246K ﹤0.01% 3485
2026
Q1 		$2.21M Sell
73,823
-10,931
-13% -$319K ﹤0.01% 3279
2025
Q4 		$2.23M Sell
84,754
-10,640
-11% -$269K ﹤0.01% 3186
2025
Q3 		$2.26M Buy
95,394
+57,738
+153% +$1.48M ﹤0.01% 3082
2025
Q2 		$943K Buy
37,656
+8,643
+30% +$215K ﹤0.01% 3627
2025
Q1 		$757K Buy
29,013
+11,962
+70% +$334K ﹤0.01% 3678
2024
Q4 		$485K Buy
+17,051
New +$491K ﹤0.01% 3924

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 $3.37T 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

Raymond James Financial's BBT Position: Q2 2026 in Review

Raymond James Financial reduced its Beacon Financial Corp (BBT) stake by 11% in Q2 2026, selling an estimated $246K and leaving 65,611 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #3485.

Raymond James Financial first reported a position in BBT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.26M in Q3 2025. 293 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Raymond James Financial held 65,611 shares of Beacon Financial Corp worth $2M as of Q2 2026.
  • Raymond James Financial sold 8,212 Beacon Financial Corp shares in Q2 2026, an estimated $246K.
  • Beacon Financial Corp made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3485 holding.
  • Raymond James Financial first reported a position in Beacon Financial Corp in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Beacon Financial Corp position peaked at $2.26M in Q3 2025.
  • 293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.