RTC
BBT

Riverview Trust Company’s Beacon Financial Corp BBT Stock Holding History

Riverview Trust Company’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
2024
Q4 		– Sell
-30
Closed -$808 – 838
2024
Q3 		$808 Buy
+30
New +$784 ﹤0.01% 679

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Riverview Trust Company's BBT Position: Q4 2024 in Review

Riverview Trust Company sold out of Beacon Financial Corp (BBT) in Q4 2024, closing a stake of 30 shares — an estimated $808 sold.

Riverview Trust Company first reported a position in BBT in Q3 2024 and held it in 1 quarter. The position peaked at $808 in Q3 2024. 215 funds tracked by Wall St. Rank hold BBT as of Q4 2024.

  • Riverview Trust Company reported no remaining Beacon Financial Corp position as of Q4 2024 after selling out during the quarter.
  • Riverview Trust Company sold 30 Beacon Financial Corp shares in Q4 2024, an estimated $808.
  • Riverview Trust Company first reported a position in Beacon Financial Corp in Q3 2024 and held it in 1 quarter.
  • Riverview Trust Company's Beacon Financial Corp position peaked at $808 in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q4 2024.

Based on Riverview Trust Company's 13F filing for Q4 2024, filed 6 Feb 2025.