RSWM
BBT

Robertson Stephens Wealth Management’s Beacon Financial Corp BBT Stock Holding History

Robertson Stephens 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 		$288K Sell
9,460
-1,383
-13% -$41.4K 0.01% 533
2026
Q1 		$325K Hold
10,843
– – 0.01% 499
2025
Q4 		$286K Buy
+10,843
New +$275K 0.01% 532

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

Robertson Stephens Wealth Management's BBT Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Beacon Financial Corp (BBT) stake by 13% in Q2 2026, selling an estimated $41.4K and leaving 9,460 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #533.

Robertson Stephens Wealth Management first reported a position in BBT in Q4 2025 and has held it in 3 quarters since. The position peaked at $325K in Q1 2026. 293 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Robertson Stephens Wealth Management held 9,460 shares of Beacon Financial Corp worth $288K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 1,383 Beacon Financial Corp shares in Q2 2026, an estimated $41.4K.
  • Beacon Financial Corp made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #533 holding.
  • Robertson Stephens Wealth Management first reported a position in Beacon Financial Corp in Q4 2025 and has held it in 3 quarters since.
  • Robertson Stephens Wealth Management's Beacon Financial Corp position peaked at $325K in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.