TWD
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True Wealth Design’s Beacon Financial Corp BBT Stock Holding History

True Wealth Design’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
Q3 		$6.19K Hold
221
– – ﹤0.01% 1258
2026
Q2 		$6.73K Hold
221
– – ﹤0.01% 1201
2026
Q1 		$6.63K Hold
221
– – ﹤0.01% 1108
2025
Q4 		$5.83K Sell
221
-181
-45% -$4.58K ﹤0.01% 1030
2025
Q3 		$9.53K Buy
402
+212
+112% +$5.44K ﹤0.01% 849
2025
Q2 		$4.76K Buy
+190
New +$4.72K ﹤0.01% 828

Other funds holding BBT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FPH
Financial Planning Hawaii Honolulu, Hawaii $185M AUM 19.16% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's BBT Position: Q3 2026 in Review

True Wealth Design held its Beacon Financial Corp (BBT) position steady in Q3 2026 at 221 shares worth $6.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

True Wealth Design first reported a position in BBT in Q2 2025 and has held it in 6 quarters since. The position peaked at $9.53K in Q3 2025. 13 funds tracked by Wall St. Rank hold BBT as of Q3 2026.

  • True Wealth Design held 221 shares of Beacon Financial Corp worth $6.19K as of Q3 2026.
  • True Wealth Design left its Beacon Financial Corp share count unchanged in Q3 2026.
  • Beacon Financial Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1258 holding.
  • True Wealth Design first reported a position in Beacon Financial Corp in Q2 2025 and has held it in 6 quarters since.
  • True Wealth Design's Beacon Financial Corp position peaked at $9.53K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.