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
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 $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

Smartleaf Asset Management's BBT Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Beacon Financial Corp (BBT) stake by 16% in Q1 2026, selling an estimated $7.94K and leaving 1,382 shares worth $40.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Smartleaf Asset Management first reported a position in BBT in Q2 2024 and has held it in 8 quarters since. The position peaked at $43.8K in Q4 2025. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Smartleaf Asset Management held 1,382 shares of Beacon Financial Corp worth $40.5K as of Q1 2026.
  • Smartleaf Asset Management sold 272 Beacon Financial Corp shares in Q1 2026, an estimated $7.94K.
  • Beacon Financial Corp made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1574 holding.
  • Smartleaf Asset Management first reported a position in Beacon Financial Corp in Q2 2024 and has held it in 8 quarters since.
  • Smartleaf Asset Management's Beacon Financial Corp position peaked at $43.8K in Q4 2025.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.