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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
Q2 		$447K Hold
14,893
– – 0.01% 1007
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

World Investment Advisors's BBT Position: Q2 2026 in Review

World Investment Advisors held its Beacon Financial Corp (BBT) position steady in Q2 2026 at 14,893 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #1007.

World Investment Advisors first reported a position in BBT in Q3 2025 and has held it in 4 quarters since. 294 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • World Investment Advisors held 14,893 shares of Beacon Financial Corp worth $447K as of Q2 2026.
  • World Investment Advisors left its Beacon Financial Corp share count unchanged in Q2 2026.
  • Beacon Financial Corp made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1007 holding.
  • World Investment Advisors first reported a position in Beacon Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • 294 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.