Simplex Trading
BBT

Simplex Trading’s Beacon Financial Corp BBT Stock Holding History

Simplex Trading’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
2025
Q1 		– Sell
-1,128
Closed -$32K – 8540
2024
Q4 		$32K Buy
+1,128
New +$32.5K ﹤0.01% 6282
2021
Q2 		– Sell
-2,227
Closed -$56.5K – 10031
2021
Q1 		$49K Sell
2,227
-2,155
-49% -$44K ﹤0.01% 6641
2020
Q4 		$75K Sell
4,382
-17,738
-80% -$265K ﹤0.01% 5732
2020
Q3 		$223K Buy
+22,120
New +$218K ﹤0.01% 3962
2019
Q2 		– Sell
-100
Closed -$2K – 7084
2019
Q1 		$2K Buy
+100
New +$2.9K ﹤0.01% 6755
2016
Q1 		– Sell
-2,354
Closed -$68K – 5572
2015
Q4 		$68K Buy
2,354
+1,148
+95% +$33.3K 0.01% 1664
2015
Q3 		$33K Buy
+1,206
New +$34.1K ﹤0.01% 2315

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

Simplex Trading's BBT Position: Q1 2025 in Review

Simplex Trading sold out of Beacon Financial Corp (BBT) in Q1 2025, closing a stake of 1,128 shares — an estimated $32K sold.

Simplex Trading first reported a position in BBT in Q3 2015 and held it in 7 quarters. The position peaked at $223K in Q3 2020. 230 funds tracked by Wall St. Rank hold BBT as of Q1 2025.

  • Simplex Trading reported no remaining Beacon Financial Corp position as of Q1 2025 after selling out during the quarter.
  • Simplex Trading sold 1,128 Beacon Financial Corp shares in Q1 2025, an estimated $32K.
  • Simplex Trading first reported a position in Beacon Financial Corp in Q3 2015 and held it in 7 quarters.
  • Simplex Trading's Beacon Financial Corp position peaked at $223K in Q3 2020.
  • 230 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2025.

Based on Simplex Trading's 13F filing for Q1 2025, filed 12 May 2025.