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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Millennium Management
Millennium Management New York $240B 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

Twin Peaks Wealth Advisors's BBT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Beacon Financial Corp (BBT) in Q1 2026: 57 shares worth $1.71K. The stake represents ﹤0.01% of the portfolio and ranks #1758 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BBT as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BBT in Q2 2025 and has held it in 2 quarters since. The position peaked at $5.83K in Q2 2025. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Twin Peaks Wealth Advisors held 57 shares of Beacon Financial Corp worth $1.71K as of Q1 2026.
  • Beacon Financial Corp was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Beacon Financial Corp made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1758 holding.
  • Twin Peaks Wealth Advisors first reported a position in Beacon Financial Corp in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Beacon Financial Corp position peaked at $5.83K in Q2 2025.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.