SIS
BBT

Sound Income Strategies’s Beacon Financial Corp BBT Stock Holding History

Sound Income Strategies’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 		– Sell
-483
Closed -$14.6K – 684
2026
Q1 		$14.6K Buy
483
+5
+1% +$146 ﹤0.01% 1326
2025
Q4 		$13.1K Buy
+478
New +$12.1K ﹤0.01% 1320

Other funds holding BBT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sound Income Strategies's BBT Position: Q2 2026 in Review

Sound Income Strategies sold out of Beacon Financial Corp (BBT) in Q2 2026, closing a stake of 483 shares — an estimated $14.6K sold.

Sound Income Strategies first reported a position in BBT in Q4 2025 and held it in 2 quarters. The position peaked at $14.6K in Q1 2026. 83 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Sound Income Strategies reported no remaining Beacon Financial Corp position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 483 Beacon Financial Corp shares in Q2 2026, an estimated $14.6K.
  • Sound Income Strategies first reported a position in Beacon Financial Corp in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Beacon Financial Corp position peaked at $14.6K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.