SW
BBT

SVB Wealth’s Beacon Financial Corp BBT Stock Holding History

SVB Wealth’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
Q2 		– Sell
-110
Closed -$2.87K – 638
2025
Q1 		$2.87K Buy
+110
New +$3.07K ﹤0.01% 1149
2020
Q1 		– Sell
-9,988
Closed -$328K – 603
2019
Q4 		$328K Sell
9,988
-6,759
-40% -$212K 0.01% 484
2019
Q3 		$491K Sell
16,747
-2,465
-13% -$75K 0.01% 378
2019
Q2 		$603K Sell
19,212
-650
-3% -$19.4K 0.02% 356
2019
Q1 		$541K Buy
19,862
+216
+1% +$6.25K 0.02% 293
2018
Q4 		$530K Sell
19,646
-6,871
-26% -$231K 0.02% 282
2018
Q3 		$1.08M Sell
26,517
-399
-1% -$16.6K 0.04% 242
2018
Q2 		$1.09M Sell
26,916
-441
-2% -$17.4K 0.04% 238
2018
Q1 		$1.04M Buy
27,357
+2,890
+12% +$110K 0.04% 256
2017
Q4 		$895K Buy
24,467
+957
+4% +$36.4K 0.03% 276
2017
Q3 		$911K Buy
23,510
+932
+4% +$32.9K 0.04% 267
2017
Q2 		$794K Buy
22,578
+2,728
+14% +$98.2K 0.03% 294
2017
Q1 		$716K Buy
19,850
+1,586
+9% +$56.1K 0.03% 299
2016
Q4 		$673K Buy
+18,264
New +$587K 0.03% 305

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

SVB Wealth's BBT Position: Q2 2025 in Review

SVB Wealth sold out of Beacon Financial Corp (BBT) in Q2 2025, closing a stake of 110 shares — an estimated $2.87K sold.

SVB Wealth first reported a position in BBT in Q4 2016 and held it in 14 quarters. The position peaked at $1.09M in Q2 2018. 231 funds tracked by Wall St. Rank hold BBT as of Q2 2025.

  • SVB Wealth reported no remaining Beacon Financial Corp position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 110 Beacon Financial Corp shares in Q2 2025, an estimated $2.87K.
  • SVB Wealth first reported a position in Beacon Financial Corp in Q4 2016 and held it in 14 quarters.
  • SVB Wealth's Beacon Financial Corp position peaked at $1.09M in Q2 2018.
  • 231 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.