Stifel Financial
BBT

Stifel Financial’s Beacon Financial Corp BBT Stock Holding History

Stifel Financial’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 		$913K Buy
29,991
+1,333
+5% +$39.9K ﹤0.01% 2613
2026
Q1 		$860K Buy
28,658
+16,091
+128% +$470K ﹤0.01% 2539
2025
Q4 		$331K Sell
12,567
-1,031
-8% -$26.1K ﹤0.01% 3092
2025
Q3 		$322K Buy
+13,598
New +$349K ﹤0.01% 3066
2023
Q1 		– Sell
-18,586
Closed -$556K – 3331
2022
Q4 		$556K Sell
18,586
-6,539
-26% -$192K ﹤0.01% 2410
2022
Q3 		$686K Sell
25,125
-663
-3% -$18.5K ﹤0.01% 2223
2022
Q2 		$639K Buy
25,788
+2,025
+9% +$52.5K ﹤0.01% 2321
2022
Q1 		$688K Buy
23,763
+988
+4% +$29.7K ﹤0.01% 2378
2021
Q4 		$648K Sell
22,775
-917
-4% -$25.4K ﹤0.01% 2439
2021
Q3 		$639K Buy
+23,692
New +$626K ﹤0.01% 2435
2020
Q1 		– Sell
-6,676
Closed -$218K – 2834
2019
Q4 		$218K Buy
+6,676
New +$209K ﹤0.01% 2716
2019
Q1 		– Sell
-105,070
Closed -$2.83M – 2795
2018
Q4 		$2.83M Sell
105,070
-6,169
-6% -$207K 0.01% 995
2018
Q3 		$4.53M Sell
111,239
-108
-0.1% -$4.49K 0.01% 882
2018
Q2 		$4.52M Buy
111,347
+2,222
+2% +$87.9K 0.01% 863
2018
Q1 		$4.14M Buy
109,125
+11,748
+12% +$446K 0.01% 872
2017
Q4 		$3.56M Buy
97,377
+14,522
+18% +$553K 0.01% 902
2017
Q3 		$3.21M Buy
82,855
+4,855
+6% +$171K 0.01% 921
2017
Q2 		$2.74M Sell
78,000
-4,100
-5% -$148K 0.01% 964
2017
Q1 		$2.96M Buy
82,100
+200
+0.2% +$7.08K 0.01% 916
2016
Q4 		$3.02M Sell
81,900
-5
-0% -$161 0.01% 860
2016
Q3 		$2.27M Buy
81,905
+7,365
+10% +$201K 0.01% 933
2016
Q2 		$2.01M Buy
74,540
+19,580
+36% +$526K 0.01% 1003
2016
Q1 		$1.48M Buy
54,960
+3,735
+7% +$99.8K 0.01% 1058
2015
Q4 		$1.49M Buy
+51,225
New +$1.49M 0.01% 1105
2014
Q3 		– Sell
-24,300
Closed -$564K – 2227
2014
Q2 		$564K Buy
+24,300
New +$573K 0.01% 1418

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

Stifel Financial's BBT Position: Q2 2026 in Review

Stifel Financial increased its Beacon Financial Corp (BBT) stake by 4.7% in Q2 2026, buying an estimated $39.9K and bringing the position to 29,991 shares worth $913K. The position accounts for ﹤0.01% of the portfolio, ranked #2613.

Stifel Financial first reported a position in BBT in Q2 2014 and has held it in 25 quarters since. The position peaked at $4.53M in Q3 2018. 293 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Stifel Financial held 29,991 shares of Beacon Financial Corp worth $913K as of Q2 2026.
  • Stifel Financial bought 1,333 Beacon Financial Corp shares in Q2 2026, an estimated $39.9K.
  • Beacon Financial Corp made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2613 holding.
  • Stifel Financial first reported a position in Beacon Financial Corp in Q2 2014 and has held it in 25 quarters since.
  • Stifel Financial's Beacon Financial Corp position peaked at $4.53M in Q3 2018.
  • 293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.