Universal-Beteiligungs- und Servicegesellschaft
BBT icon

Universal-Beteiligungs- und Servicegesellschaft’s Beacon Financial Corp BBT Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$809K Sell
26,565
-14,012
-35% -$419K ﹤0.01% 1644
2026
Q1 		$1.22M Hold
40,577
– – ﹤0.01% 1441
2025
Q4 		$1.07M Sell
40,577
-905
-2% -$22.9K ﹤0.01% 1471
2025
Q3 		$984K Buy
+41,482
New +$1.06M ﹤0.01% 1553

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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's BBT Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Beacon Financial Corp (BBT) stake by 35% in Q2 2026, selling an estimated $419K and leaving 26,565 shares worth $809K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in BBT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.22M in Q1 2026. 294 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 26,565 shares of Beacon Financial Corp worth $809K as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 14,012 Beacon Financial Corp shares in Q2 2026, an estimated $419K.
  • Beacon Financial Corp made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1644 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Beacon Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Beacon Financial Corp position peaked at $1.22M in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.