SAM
BBT

Smartleaf Asset Management’s Beacon Financial Corp BBT Stock Holding History

Smartleaf Asset 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 		$42.7K Hold
1,382
– – ﹤0.01% 1602
2026
Q1 		$40.5K Sell
1,382
-272
-16% -$7.94K ﹤0.01% 1574
2025
Q4 		$43.8K Buy
1,654
+230
+16% +$5.83K ﹤0.01% 1617
2025
Q3 		$33.7K Buy
1,424
+467
+49% +$12K ﹤0.01% 1584
2025
Q2 		$24K Sell
957
-154
-14% -$3.83K ﹤0.01% 1473
2025
Q1 		$29.1K Sell
1,111
-1
-0.1% -$28 ﹤0.01% 1418
2024
Q4 		$31.4K Buy
1,112
+821
+282% +$23.7K ﹤0.01% 1405
2024
Q3 		$7.78K Buy
291
+57
+24% +$1.49K ﹤0.01% 1907
2024
Q2 		$5.19K Buy
+234
New +$5.14K ﹤0.01% 1786

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

Smartleaf Asset Management's BBT Position: Q2 2026 in Review

Smartleaf Asset Management held its Beacon Financial Corp (BBT) position steady in Q2 2026 at 1,382 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Smartleaf Asset Management first reported a position in BBT in Q2 2024 and has held it in 9 quarters since. The position peaked at $43.8K in Q4 2025. 294 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Smartleaf Asset Management held 1,382 shares of Beacon Financial Corp worth $42.7K as of Q2 2026.
  • Smartleaf Asset Management left its Beacon Financial Corp share count unchanged in Q2 2026.
  • Beacon Financial Corp made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1602 holding.
  • Smartleaf Asset Management first reported a position in Beacon Financial Corp in Q2 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's Beacon Financial Corp position peaked at $43.8K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.