Wealth Enhancement Advisory Services
BBT

Wealth Enhancement Advisory Services’s Beacon Financial Corp BBT Stock Holding History

Wealth Enhancement Advisory Services’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 		$338K Sell
11,186
-223
-2% -$6.67K ﹤0.01% 3081
2026
Q1 		$345K Buy
11,409
+2,353
+26% +$68.7K ﹤0.01% 2638
2025
Q4 		$244K Sell
9,056
-2,423
-21% -$61.4K ﹤0.01% 3102
2025
Q3 		$277K Buy
+11,479
New +$294K ﹤0.01% 2866

Other funds holding BBT

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FPW
Flywheel Private Wealth Los Altos, California $203M AUM 30% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services's BBT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Beacon Financial Corp (BBT) stake by 2% in Q2 2026, selling an estimated $6.67K and leaving 11,186 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #3081.

Wealth Enhancement Advisory Services first reported a position in BBT in Q3 2025 and has held it in 4 quarters since. The position peaked at $345K in Q1 2026. 34 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,186 shares of Beacon Financial Corp worth $338K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 223 Beacon Financial Corp shares in Q2 2026, an estimated $6.67K.
  • Beacon Financial Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3081 holding.
  • Wealth Enhancement Advisory Services first reported a position in Beacon Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Beacon Financial Corp position peaked at $345K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.