SL
BBT

Salomon & Ludwin’s Beacon Financial Corp BBT Stock Holding History

Salomon & Ludwin’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 		$34K Buy
1,125
+635
+130% +$18.5K ﹤0.01% 700
2025
Q4 		$13.2K Sell
490
-624
-56% -$15.8K ﹤0.01% 1239
2025
Q3 		$26.7K Buy
+1,114
New +$28.6K ﹤0.01% 643

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

Salomon & Ludwin's BBT Position: Q1 2026 in Review

Salomon & Ludwin increased its Beacon Financial Corp (BBT) stake by 130% in Q1 2026, buying an estimated $18.5K and bringing the position to 1,125 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Salomon & Ludwin first reported a position in BBT in Q3 2025 and has held it in 3 quarters since. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Salomon & Ludwin held 1,125 shares of Beacon Financial Corp worth $34K as of Q1 2026.
  • Salomon & Ludwin bought 635 Beacon Financial Corp shares in Q1 2026, an estimated $18.5K.
  • Beacon Financial Corp made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #700 holding.
  • Salomon & Ludwin first reported a position in Beacon Financial Corp in Q3 2025 and has held it in 3 quarters since.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.