Voloridge Investment Management
BBT

Voloridge Investment Management’s Beacon Financial Corp BBT Stock Holding History

Voloridge Investment Management’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 		$4.63M Sell
154,365
-54,928
-26% -$1.6M 0.02% 685
2025
Q4 		$5.52M Buy
+209,293
New +$5.3M 0.02% 743
2025
Q3 		– Sell
-196,450
Closed -$4.92M – 1187
2025
Q2 		$4.92M Buy
196,450
+76,112
+63% +$1.89M 0.02% 756
2025
Q1 		$3.14M Buy
120,338
+55,578
+86% +$1.55M 0.01% 890
2024
Q4 		$1.84M Buy
+64,760
New +$1.87M 0.01% 955
2024
Q3 		– Sell
-27,862
Closed -$635K – 1165
2024
Q2 		$635K Buy
+27,862
New +$612K ﹤0.01% 1107
2024
Q1 		– Sell
-48,193
Closed -$1.2M – 1149
2023
Q4 		$1.2M Sell
48,193
-11,455
-19% -$247K ﹤0.01% 926
2023
Q3 		$1.2M Sell
59,648
-12,386
-17% -$265K 0.01% 1059
2023
Q2 		$1.49M Buy
72,034
+30,818
+75% +$666K 0.01% 1042
2023
Q1 		$1.03M Buy
+41,216
New +$1.18M 0.01% 1121
2022
Q4 		– Sell
-43,447
Closed -$1.19M – 1433
2022
Q3 		$1.19M Buy
43,447
+3,867
+10% +$108K 0.01% 1116
2022
Q2 		$980K Buy
+39,580
New +$1.03M 0.01% 1194
2021
Q2 		– Sell
-31,784
Closed -$709K – 1606
2021
Q1 		$709K Buy
+31,784
New +$649K 0.01% 1117
2020
Q4 		– Sell
-147,925
Closed -$1.5M – 1318
2020
Q3 		$1.5M Buy
147,925
+19,829
+15% +$195K 0.01% 816
2020
Q2 		$1.41M Buy
128,096
+101,479
+381% +$1.3M 0.02% 728
2020
Q1 		$396K Buy
+26,617
New +$672K 0.01% 783

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

Voloridge Investment Management's BBT Position: Q1 2026 in Review

Voloridge Investment Management reduced its Beacon Financial Corp (BBT) stake by 26% in Q1 2026, selling an estimated $1.6M and leaving 154,365 shares worth $4.63M. The position accounts for 0.02% of the portfolio, ranked #685.

Voloridge Investment Management first reported a position in BBT in Q1 2020 and has held it in 16 quarters since. The position peaked at $5.52M in Q4 2025. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Voloridge Investment Management held 154,365 shares of Beacon Financial Corp worth $4.63M as of Q1 2026.
  • Voloridge Investment Management sold 54,928 Beacon Financial Corp shares in Q1 2026, an estimated $1.6M.
  • Beacon Financial Corp made up 0.02% of Voloridge Investment Management's portfolio in Q1 2026, its #685 holding.
  • Voloridge Investment Management first reported a position in Beacon Financial Corp in Q1 2020 and has held it in 16 quarters since.
  • Voloridge Investment Management's Beacon Financial Corp position peaked at $5.52M in Q4 2025.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Voloridge Investment Management's 13F filing for Q1 2026, filed 15 May 2026.