VR
BBT

Vision Retirement’s Beacon Financial Corp BBT Stock Holding History

Vision Retirement’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 		$9.41K Hold
309
– – ﹤0.01% 443
2026
Q1 		$9.27K Hold
309
– – ﹤0.01% 422
2025
Q4 		$8.15K Buy
+309
New +$7.83K ﹤0.01% 431

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vision Retirement's BBT Position: Q2 2026 in Review

Vision Retirement held its Beacon Financial Corp (BBT) position steady in Q2 2026 at 309 shares worth $9.41K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Vision Retirement first reported a position in BBT in Q4 2025 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Vision Retirement held 309 shares of Beacon Financial Corp worth $9.41K as of Q2 2026.
  • Vision Retirement left its Beacon Financial Corp share count unchanged in Q2 2026.
  • Beacon Financial Corp made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #443 holding.
  • Vision Retirement first reported a position in Beacon Financial Corp in Q4 2025 and has held it in 3 quarters since.
  • 279 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.