SPIA
BBT

Steward Partners Investment Advisory’s Beacon Financial Corp BBT Stock Holding History

Steward Partners Investment Advisory’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 		$45.8K Buy
1,526
+1,400
+1,111% +$40.9K ﹤0.01% 2827
2025
Q4 		$3.32K Hold
126
– – ﹤0.01% 3824
2025
Q3 		$2.99K Hold
126
– – ﹤0.01% 3807
2025
Q2 		$3.15K Buy
+126
New +$3.13K ﹤0.01% 3618

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

Steward Partners Investment Advisory's BBT Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Beacon Financial Corp (BBT) stake by 1,111% in Q1 2026, buying an estimated $40.9K and bringing the position to 1,526 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2827.

Steward Partners Investment Advisory first reported a position in BBT in Q2 2025 and has held it in 4 quarters since. 292 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Steward Partners Investment Advisory held 1,526 shares of Beacon Financial Corp worth $45.8K as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,400 Beacon Financial Corp shares in Q1 2026, an estimated $40.9K.
  • Beacon Financial Corp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2827 holding.
  • Steward Partners Investment Advisory first reported a position in Beacon Financial Corp in Q2 2025 and has held it in 4 quarters since.
  • 292 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.