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
Q2 		– Sell
-84
Closed -$2.52K – 738
2026
Q1 		$2.52K Buy
+84
New +$2.45K ﹤0.01% 2215

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

Root Financial Partners's BBT Position: Q2 2026 in Review

Root Financial Partners sold out of Beacon Financial Corp (BBT) in Q2 2026, closing a stake of 84 shares — an estimated $2.52K sold.

Root Financial Partners first reported a position in BBT in Q1 2026 and held it in 1 quarter. The position peaked at $2.52K in Q1 2026. 294 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Root Financial Partners reported no remaining Beacon Financial Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 84 Beacon Financial Corp shares in Q2 2026, an estimated $2.52K.
  • Root Financial Partners first reported a position in Beacon Financial Corp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Beacon Financial Corp position peaked at $2.52K in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.