SC
BBT

SummitTX Capital’s Beacon Financial Corp BBT Stock Holding History

SummitTX Capital’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 		$8.31M Buy
272,767
+227,236
+499% +$6.8M 0.21% 119
2026
Q1 		$1.37M Buy
45,531
+1,564
+4% +$45.7K 0.04% 378
2025
Q4 		$1.16M Buy
+43,967
New +$1.11M 0.03% 391

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

SummitTX Capital's BBT Position: Q2 2026 in Review

SummitTX Capital increased its Beacon Financial Corp (BBT) stake by 499% in Q2 2026, buying an estimated $6.8M and bringing the position to 272,767 shares worth $8.31M. The position accounts for 0.21% of the portfolio, ranked #119.

SummitTX Capital first reported a position in BBT in Q4 2025 and has held it in 3 quarters since. 295 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • SummitTX Capital held 272,767 shares of Beacon Financial Corp worth $8.31M as of Q2 2026.
  • SummitTX Capital bought 227,236 Beacon Financial Corp shares in Q2 2026, an estimated $6.8M.
  • Beacon Financial Corp made up 0.21% of SummitTX Capital's portfolio in Q2 2026, its #119 holding.
  • SummitTX Capital first reported a position in Beacon Financial Corp in Q4 2025 and has held it in 3 quarters since.
  • 295 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.