TWD
BBT

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
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

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

True Wealth Design's BBT Position: Q2 2026 in Review

True Wealth Design held its Beacon Financial Corp (BBT) position steady in Q2 2026 at 221 shares worth $6.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

True Wealth Design first reported a position in BBT in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.53K in Q3 2025. 293 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • True Wealth Design held 221 shares of Beacon Financial Corp worth $6.73K as of Q2 2026.
  • True Wealth Design left its Beacon Financial Corp share count unchanged in Q2 2026.
  • Beacon Financial Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1201 holding.
  • True Wealth Design first reported a position in Beacon Financial Corp in Q2 2025 and has held it in 5 quarters since.
  • True Wealth Design's Beacon Financial Corp position peaked at $9.53K in Q3 2025.
  • 293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.