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
Q2 		$29.8K Sell
966
-159
-14% -$4.76K ﹤0.01% 854
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 $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

Salomon & Ludwin's BBT Position: Q2 2026 in Review

Salomon & Ludwin reduced its Beacon Financial Corp (BBT) stake by 14% in Q2 2026, selling an estimated $4.76K and leaving 966 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Salomon & Ludwin first reported a position in BBT in Q3 2025 and has held it in 4 quarters since. The position peaked at $34K in Q1 2026. 294 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Salomon & Ludwin held 966 shares of Beacon Financial Corp worth $29.8K as of Q2 2026.
  • Salomon & Ludwin sold 159 Beacon Financial Corp shares in Q2 2026, an estimated $4.76K.
  • Beacon Financial Corp made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #854 holding.
  • Salomon & Ludwin first reported a position in Beacon Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's Beacon Financial Corp position peaked at $34K in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.