SIM
BBT

SummerHaven Investment Management’s Beacon Financial Corp BBT Stock Holding History

SummerHaven Investment 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
2025
Q3 		– Sell
-34,882
Closed -$873K – 215
2025
Q2 		$873K Buy
34,882
+592
+2% +$14.7K 0.57% 75
2025
Q1 		$895K Buy
34,290
+489
+1% +$13.7K 0.62% 47
2024
Q4 		$961K Hold
33,801
– – 0.59% 44
2024
Q3 		$910K Buy
+33,801
New +$883K 0.56% 55
2022
Q3 		– Sell
-31,683
Closed -$785K – 207
2022
Q2 		$785K Hold
31,683
– – 0.53% 89
2022
Q1 		$918K Buy
31,683
+1,374
+5% +$41.3K 0.52% 87
2021
Q4 		$862K Hold
30,309
– – 0.47% 122
2021
Q3 		$818K Sell
30,309
-13,242
-30% -$350K 0.48% 124
2021
Q2 		$1.19M Buy
43,551
+1,086
+3% +$27.6K 0.68% 28
2021
Q1 		$948K Hold
42,465
– – 0.58% 53
2020
Q4 		$727K Buy
+42,465
New +$633K 0.56% 45

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SummerHaven Investment Management's BBT Position: Q3 2025 in Review

SummerHaven Investment Management sold out of Beacon Financial Corp (BBT) in Q3 2025, closing a stake of 34,882 shares — an estimated $873K sold.

SummerHaven Investment Management first reported a position in BBT in Q4 2020 and held it in 11 quarters. The position peaked at $1.19M in Q2 2021. 277 funds tracked by Wall St. Rank hold BBT as of Q3 2025.

  • SummerHaven Investment Management reported no remaining Beacon Financial Corp position as of Q3 2025 after selling out during the quarter.
  • SummerHaven Investment Management sold 34,882 Beacon Financial Corp shares in Q3 2025, an estimated $873K.
  • SummerHaven Investment Management first reported a position in Beacon Financial Corp in Q4 2020 and held it in 11 quarters.
  • SummerHaven Investment Management's Beacon Financial Corp position peaked at $1.19M in Q2 2021.
  • 277 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2025.

Based on SummerHaven Investment Management's 13F filing for Q3 2025, filed 3 Nov 2025.