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
Q2 		$13K Buy
428
+62
+17% +$1.86K ﹤0.01% 1847
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 $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

UMB Bank's BBT Position: Q2 2026 in Review

UMB Bank increased its Beacon Financial Corp (BBT) stake by 17% in Q2 2026, buying an estimated $1.86K and bringing the position to 428 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

UMB Bank first reported a position in BBT in Q4 2021 and has held it in 13 quarters since. The position peaked at $31K in Q1 2022. 293 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • UMB Bank held 428 shares of Beacon Financial Corp worth $13K as of Q2 2026.
  • UMB Bank bought 62 Beacon Financial Corp shares in Q2 2026, an estimated $1.86K.
  • Beacon Financial Corp made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1847 holding.
  • UMB Bank first reported a position in Beacon Financial Corp in Q4 2021 and has held it in 13 quarters since.
  • UMB Bank's Beacon Financial Corp position peaked at $31K in Q1 2022.
  • 293 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.