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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return