RA
BBT

Rise Advisors’s Beacon Financial Corp BBT Stock Holding History

Rise 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
2025
Q4 		– Sell
-864
Closed -$20.5K – 255
2025
Q3 		$20.5K Buy
864
+20
+2% +$513 0.01% 557
2025
Q2 		$21.1K Hold
844
– – 0.01% 502
2025
Q1 		$22K Buy
+844
New +$23.6K 0.01% 451

Other funds holding BBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rise Advisors's BBT Position: Q4 2025 in Review

Rise Advisors sold out of Beacon Financial Corp (BBT) in Q4 2025, closing a stake of 864 shares — an estimated $20.5K sold.

Rise Advisors first reported a position in BBT in Q1 2025 and held it in 3 quarters. The position peaked at $22K in Q1 2025. 283 funds tracked by Wall St. Rank hold BBT as of Q4 2025.

  • Rise Advisors reported no remaining Beacon Financial Corp position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 864 Beacon Financial Corp shares in Q4 2025, an estimated $20.5K.
  • Rise Advisors first reported a position in Beacon Financial Corp in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Beacon Financial Corp position peaked at $22K in Q1 2025.
  • 283 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.