TPCW
BBT

TD Private Client Wealth’s Beacon Financial Corp BBT Stock Holding History

TD Private Client 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
2026
Q2 		– Sell
-1,212
Closed -$36.4K – 1708
2026
Q1 		$36.4K Hold
1,212
– – ﹤0.01% 925
2025
Q4 		$32K Hold
1,212
– – ﹤0.01% 956
2025
Q3 		$28.7K Hold
1,212
– – ﹤0.01% 939
2025
Q2 		$30.3K Hold
1,212
– – ﹤0.01% 926
2025
Q1 		$31.6K Buy
1,212
+362
+43% +$10.1K ﹤0.01% 878
2024
Q4 		$24.2K Buy
850
+57
+7% +$1.64K ﹤0.01% 949
2024
Q3 		$21.4K Hold
793
– – ﹤0.01% 961
2024
Q2 		$18.1K Sell
793
-415
-34% -$9.11K ﹤0.01% 964
2024
Q1 		$27.7K Buy
1,208
+456
+61% +$10.4K ﹤0.01% 901
2023
Q4 		$18.7K Hold
752
– – ﹤0.01% 961
2023
Q3 		$15.1K Hold
752
– – ﹤0.01% 973
2023
Q2 		$15.6K Buy
752
+329
+78% +$7.11K ﹤0.01% 983
2023
Q1 		$10.6K Buy
+423
New +$12.1K ﹤0.01% 1024

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

TD Private Client Wealth's BBT Position: Q2 2026 in Review

TD Private Client Wealth sold out of Beacon Financial Corp (BBT) in Q2 2026, closing a stake of 1,212 shares — an estimated $36.4K sold.

TD Private Client Wealth first reported a position in BBT in Q1 2023 and held it in 13 quarters. The position peaked at $36.4K in Q1 2026. 293 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • TD Private Client Wealth reported no remaining Beacon Financial Corp position as of Q2 2026 after selling out during the quarter.
  • TD Private Client Wealth sold 1,212 Beacon Financial Corp shares in Q2 2026, an estimated $36.4K.
  • TD Private Client Wealth first reported a position in Beacon Financial Corp in Q1 2023 and held it in 13 quarters.
  • TD Private Client Wealth's Beacon Financial Corp position peaked at $36.4K in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.