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

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

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. 294 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.
  • 294 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.