WT
BBT

Whittier Trust’s Beacon Financial Corp BBT Stock Holding History

Whittier Trust’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 		$22.4K Hold
728
– – ﹤0.01% 982
2025
Q4 		$19.6K Hold
728
– – ﹤0.01% 1031
2025
Q3 		$17.4K Hold
728
– – ﹤0.01% 1029
2025
Q2 		$18.2K Hold
728
– – ﹤0.01% 1124
2025
Q1 		$19K Hold
728
– – ﹤0.01% 1112
2024
Q4 		$20.7K Hold
728
– – ﹤0.01% 1096
2024
Q3 		$19.6K Hold
728
– – ﹤0.01% 1110
2024
Q2 		$16.6K Buy
728
+145
+25% +$3.18K ﹤0.01% 1135
2024
Q1 		$13.4K Hold
583
– – ﹤0.01% 1220
2023
Q4 		$14.5K Hold
583
– – ﹤0.01% 1169
2023
Q3 		$11.7K Hold
583
– – ﹤0.01% 1229
2023
Q2 		$12.1K Hold
583
– – ﹤0.01% 1235
2023
Q1 		$14.6K Hold
583
– – ﹤0.01% 1216
2022
Q4 		$17.4K Hold
583
– – ﹤0.01% 1178
2022
Q3 		$16K Hold
583
– – ﹤0.01% 1240
2022
Q2 		$14K Hold
583
– – ﹤0.01% 1243
2022
Q1 		$17K Hold
583
– – ﹤0.01% 1234
2021
Q4 		$17K Buy
+583
New +$16.2K ﹤0.01% 1219

Other funds holding BBT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Millennium Management
Millennium Management New York $134B 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