WIA
BBT

World Investment Advisors’s Beacon Financial Corp BBT Stock Holding History

World Investment 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
2026
Q1 		$447K Buy
14,893
+1
+0% +$29 0.01% 1038
2025
Q4 		$393K Buy
14,892
+13
+0.1% +$329 0.01% 1054
2025
Q3 		$353K Buy
+14,879
New +$382K 0.01% 926

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

World Investment Advisors's BBT Position: Q1 2026 in Review

World Investment Advisors increased its Beacon Financial Corp (BBT) stake by 0.01% in Q1 2026, buying an estimated $29 and bringing the position to 14,893 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #1038.

World Investment Advisors 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.

  • World Investment Advisors held 14,893 shares of Beacon Financial Corp worth $447K as of Q1 2026.
  • World Investment Advisors bought 1 Beacon Financial Corp share in Q1 2026, an estimated $29.
  • Beacon Financial Corp made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #1038 holding.
  • World Investment Advisors 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 World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.