UB
BBT

UMB Bank’s Beacon Financial Corp BBT Stock Holding History

UMB Bank’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 		$11K Buy
366
+25
+7% +$730 ﹤0.01% 1820
2025
Q4 		$8.99K Sell
341
-29
-8% -$735 ﹤0.01% 1856
2025
Q3 		$8.77K Buy
370
+207
+127% +$5.31K ﹤0.01% 1729
2025
Q2 		$4.08K Buy
163
+67
+70% +$1.67K ﹤0.01% 1875
2025
Q1 		$2.5K Hold
96
– – ﹤0.01% 1929
2024
Q4 		$2.73K Hold
96
– – ﹤0.01% 1875
2024
Q3 		$2.58K Buy
96
+48
+100% +$1.25K ﹤0.01% 1922
2024
Q2 		$1.09K Buy
48
+30
+167% +$659 ﹤0.01% 1956
2024
Q1 		$413 Buy
+18
New +$412 ﹤0.01% 2025
2022
Q3 		– Sell
-1,053
Closed -$26K – 1762
2022
Q2 		$26K Hold
1,053
– – ﹤0.01% 1077
2022
Q1 		$31K Hold
1,053
– – ﹤0.01% 1096
2021
Q4 		$30K Buy
+1,053
New +$29.2K ﹤0.01% 1141

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