SC
BBT

Stephens Consulting’s Beacon Financial Corp BBT Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-15
Closed -$392 – 1299
2025
Q1 		$392 Buy
+15
New +$419 ﹤0.01% 1076

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Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Stephens Consulting's BBT Position: Q2 2025 in Review

Stephens Consulting sold out of Beacon Financial Corp (BBT) in Q2 2025, closing a stake of 15 shares — an estimated $392 sold.

Stephens Consulting first reported a position in BBT in Q1 2025 and held it in 1 quarter. The position peaked at $392 in Q1 2025. 231 funds tracked by Wall St. Rank hold BBT as of Q2 2025.

  • Stephens Consulting reported no remaining Beacon Financial Corp position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 15 Beacon Financial Corp shares in Q2 2025, an estimated $392.
  • Stephens Consulting first reported a position in Beacon Financial Corp in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Beacon Financial Corp position peaked at $392 in Q1 2025.
  • 231 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.