WFA
BBT

Wipfli Financial Advisors’s Beacon Financial Corp BBT Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$27K Buy
+971
New +$27.1K ﹤0.01% 1426

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Wipfli Financial Advisors's BBT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Beacon Financial Corp (BBT) in Q3 2022: 971 shares worth $27K. The stake represents ﹤0.01% of the portfolio and ranks #1426 among its holdings.

191 funds tracked by Wall St. Rank hold BBT as of Q3 2022.

  • Wipfli Financial Advisors held 971 shares of Beacon Financial Corp worth $27K as of Q3 2022.
  • Beacon Financial Corp was a new Wipfli Financial Advisors position in Q3 2022.
  • Beacon Financial Corp made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1426 holding.
  • 191 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.