SC
BBT

Savant Capital’s Beacon Financial Corp BBT Stock Holding History

Savant Capital’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 		$349K Buy
11,364
+1,542
+16% +$46.2K ﹤0.01% 1418
2026
Q1 		$295K Buy
+9,822
New +$287K ﹤0.01% 1182
2025
Q4 		– Sell
-10,070
Closed -$239K – 1369
2025
Q3 		$239K Buy
+10,070
New +$258K ﹤0.01% 1150

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

Savant Capital's BBT Position: Q2 2026 in Review

Savant Capital increased its Beacon Financial Corp (BBT) stake by 16% in Q2 2026, buying an estimated $46.2K and bringing the position to 11,364 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Savant Capital first reported a position in BBT in Q3 2025 and has held it in 3 quarters since. 293 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Savant Capital held 11,364 shares of Beacon Financial Corp worth $349K as of Q2 2026.
  • Savant Capital bought 1,542 Beacon Financial Corp shares in Q2 2026, an estimated $46.2K.
  • Beacon Financial Corp made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1418 holding.
  • Savant Capital first reported a position in Beacon Financial Corp in Q3 2025 and has held it in 3 quarters since.
  • 293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.