SHP Wealth Management’s Beacon Financial Corp BBT Stock Holding History

SHP Wealth Management’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	$305	Buy	+10	New	+$299	﹤0.01%	1828

Other funds holding BBT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SHP Wealth Management's BBT Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Beacon Financial Corp (BBT) in Q2 2026: 10 shares worth $305. The stake represents ﹤0.01% of the portfolio and ranks #1828 among its holdings.

293 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

SHP Wealth Management held 10 shares of Beacon Financial Corp worth $305 as of Q2 2026.
Beacon Financial Corp was a new SHP Wealth Management position in Q2 2026.
Beacon Financial Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1828 holding.
293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.