SSG
BBT

Summit Securities Group’s Beacon Financial Corp BBT Stock Holding History

Summit Securities Group’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
-2,056
Closed -$51.5K – 1039
2025
Q2 		$51.5K Buy
+2,056
New +$51.1K 0.01% 510

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

Summit Securities Group's BBT Position: Q3 2025 in Review

Summit Securities Group sold out of Beacon Financial Corp (BBT) in Q3 2025, closing a stake of 2,056 shares — an estimated $51.5K sold.

Summit Securities Group first reported a position in BBT in Q2 2025 and held it in 1 quarter. The position peaked at $51.5K in Q2 2025. 277 funds tracked by Wall St. Rank hold BBT as of Q3 2025.

  • Summit Securities Group reported no remaining Beacon Financial Corp position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 2,056 Beacon Financial Corp shares in Q3 2025, an estimated $51.5K.
  • Summit Securities Group first reported a position in Beacon Financial Corp in Q2 2025 and held it in 1 quarter.
  • Summit Securities Group's Beacon Financial Corp position peaked at $51.5K in Q2 2025.
  • 277 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.