RFP
BBT

Root Financial Partners’s Beacon Financial Corp BBT Stock Holding History

Root Financial Partners’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
Q1 		$2.52K Buy
+84
New +$2.45K ﹤0.01% 2215

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's BBT Position: Q1 2026 in Review

Root Financial Partners opened a new position in Beacon Financial Corp (BBT) in Q1 2026: 84 shares worth $2.52K. The stake represents ﹤0.01% of the portfolio and ranks #2215 among its holdings.

292 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Root Financial Partners held 84 shares of Beacon Financial Corp worth $2.52K as of Q1 2026.
  • Beacon Financial Corp was a new Root Financial Partners position in Q1 2026.
  • Beacon Financial Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2215 holding.
  • 292 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.