TPWA
BBT

Twin Peaks Wealth Advisors’s Beacon Financial Corp BBT Stock Holding History

Twin Peaks Wealth Advisors’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
-57
Closed -$1.71K – 459
2026
Q1 		$1.71K Buy
+57
New +$1.66K ﹤0.01% 1758
2025
Q3 		– Sell
-229
Closed -$5.83K – 397
2025
Q2 		$5.83K Buy
+229
New +$5.69K ﹤0.01% 1229

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

Twin Peaks Wealth Advisors's BBT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Beacon Financial Corp (BBT) in Q2 2026, closing a stake of 57 shares — an estimated $1.71K sold.

Twin Peaks Wealth Advisors first reported a position in BBT in Q2 2025 and held it in 2 quarters. The position peaked at $5.83K in Q2 2025. 294 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Beacon Financial Corp position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 57 Beacon Financial Corp shares in Q2 2026, an estimated $1.71K.
  • Twin Peaks Wealth Advisors first reported a position in Beacon Financial Corp in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Beacon Financial Corp position peaked at $5.83K in Q2 2025.
  • 294 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.