WANY
BBT

Wealthspire Advisors (New York)’s Beacon Financial Corp BBT Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-443
Closed -$10.5K – 1243
2025
Q3 		$10.5K Buy
+443
New +$11.4K ﹤0.01% 1993

Other funds holding BBT

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s BBT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Beacon Financial Corp (BBT) in Q4 2025, closing a stake of 443 shares — an estimated $10.5K sold.

Wealthspire Advisors (New York) first reported a position in BBT in Q3 2025 and held it in 1 quarter. The position peaked at $10.5K in Q3 2025. 283 funds tracked by Wall St. Rank hold BBT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Beacon Financial Corp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 443 Beacon Financial Corp shares in Q4 2025, an estimated $10.5K.
  • Wealthspire Advisors (New York) first reported a position in Beacon Financial Corp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Beacon Financial Corp position peaked at $10.5K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.