WG
BBT

Winton Group’s Beacon Financial Corp BBT Stock Holding History

Winton Group’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 		$1.46M Buy
48,566
+4,454
+10% +$130K 0.05% 390
2025
Q4 		$1.16M Buy
44,112
+328
+0.7% +$8.31K 0.04% 429
2025
Q3 		$1.04M Buy
+43,784
New +$1.12M 0.04% 444

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

Winton Group's BBT Position: Q1 2026 in Review

Winton Group increased its Beacon Financial Corp (BBT) stake by 10% in Q1 2026, buying an estimated $130K and bringing the position to 48,566 shares worth $1.46M. The position accounts for 0.05% of the portfolio, ranked #390.

Winton Group first reported a position in BBT in Q3 2025 and has held it in 3 quarters since. 291 funds tracked by Wall St. Rank hold BBT as of Q1 2026.

  • Winton Group held 48,566 shares of Beacon Financial Corp worth $1.46M as of Q1 2026.
  • Winton Group bought 4,454 Beacon Financial Corp shares in Q1 2026, an estimated $130K.
  • Beacon Financial Corp made up 0.05% of Winton Group's portfolio in Q1 2026, its #390 holding.
  • Winton Group first reported a position in Beacon Financial Corp in Q3 2025 and has held it in 3 quarters since.
  • 291 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2026.

Based on Winton Group's 13F filing for Q1 2026, filed 12 May 2026.