RIL
BBT

Rothschild Investment LLC’s Beacon Financial Corp BBT Stock Holding History

Rothschild Investment LLC’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 		$7.74K Buy
258
+32
+14% +$934 ﹤0.01% 1827
2025
Q4 		$5.96K Sell
226
-163
-42% -$4.13K ﹤0.01% 1799
2025
Q3 		$9.22K Buy
389
+314
+419% +$8.05K ﹤0.01% 1473
2025
Q2 		$1.88K Sell
75
-20
-21% -$497 ﹤0.01% 2126
2025
Q1 		$2.48K Buy
95
+25
+36% +$698 ﹤0.01% 1763
2024
Q4 		$1.99K Buy
70
+10
+17% +$288 ﹤0.01% 1806
2024
Q3 		$1.62K Buy
60
+40
+200% +$1.04K ﹤0.01% 1844
2024
Q2 		$456 Buy
20
+15
+300% +$329 ﹤0.01% 2077
2024
Q1 		$115 Buy
+5
New +$114 ﹤0.01% 2135

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

Rothschild Investment LLC's BBT Position: Q1 2026 in Review

Rothschild Investment LLC increased its Beacon Financial Corp (BBT) stake by 14% in Q1 2026, buying an estimated $934 and bringing the position to 258 shares worth $7.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Rothschild Investment LLC first reported a position in BBT in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.22K in Q3 2025. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Rothschild Investment LLC held 258 shares of Beacon Financial Corp worth $7.74K as of Q1 2026.
  • Rothschild Investment LLC bought 32 Beacon Financial Corp shares in Q1 2026, an estimated $934.
  • Beacon Financial Corp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1827 holding.
  • Rothschild Investment LLC first reported a position in Beacon Financial Corp in Q1 2024 and has held it in 9 quarters since.
  • Rothschild Investment LLC's Beacon Financial Corp position peaked at $9.22K in Q3 2025.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.