Root Financial Partners
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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
Q3 		$1.34K Buy
+48
New +$1.47K ﹤0.01% 2810
2026
Q2 		– Sell
-84
Closed -$2.52K – 738
2026
Q1 		$2.52K Buy
+84
New +$2.45K ﹤0.01% 2215

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Algebris (UK)
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Strategic Value Bank Partners
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Bank of New York Mellon
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Root Financial Partners's BBT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Beacon Financial Corp (BBT) in Q3 2026: 48 shares worth $1.34K. The stake represents ﹤0.01% of the portfolio and ranks #2810 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BBT as recently as Q1 2026.

Root Financial Partners first reported a position in BBT in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.52K in Q1 2026. 153 funds tracked by Wall St. Rank hold BBT as of Q3 2026.

  • Root Financial Partners held 48 shares of Beacon Financial Corp worth $1.34K as of Q3 2026.
  • Beacon Financial Corp was a new Root Financial Partners position in Q3 2026.
  • Beacon Financial Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2810 holding.
  • Root Financial Partners first reported a position in Beacon Financial Corp in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Beacon Financial Corp position peaked at $2.52K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.