YCM
BBT

Yousif Capital Management’s Beacon Financial Corp BBT Stock Holding History

Yousif Capital Management’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 		$681K Buy
22,351
+54
+0.2% +$1.62K 0.01% 1243
2026
Q1 		$669K Sell
22,297
-184
-0.8% -$5.37K 0.01% 1265
2025
Q4 		$616K Sell
22,481
-3,112
-12% -$78.8K 0.01% 1320
2025
Q3 		$607K Buy
25,593
+8,765
+52% +$225K 0.01% 1346
2025
Q2 		$421K Buy
16,828
+285
+2% +$7.08K ﹤0.01% 1535
2025
Q1 		$432K Buy
16,543
+564
+4% +$15.8K 0.01% 1500
2024
Q4 		$454K Sell
15,979
-450
-3% -$13K 0.01% 1515
2024
Q3 		$442K Sell
16,429
-689
-4% -$18K ﹤0.01% 1549
2024
Q2 		$390K Sell
17,118
-2,131
-11% -$46.8K ﹤0.01% 1581
2024
Q1 		$441K Sell
19,249
-1,980
-9% -$45.3K ﹤0.01% 1569
2023
Q4 		$527K Sell
21,229
-525
-2% -$11.3K 0.01% 1506
2023
Q3 		$436K Buy
21,754
+600
+3% +$12.9K 0.01% 1543
2023
Q2 		$439K Sell
21,154
-1,640
-7% -$35.4K 0.01% 1543
2023
Q1 		$571K Sell
22,794
-3,935
-15% -$112K 0.01% 1421
2022
Q4 		$799K Sell
26,729
-8,485
-24% -$249K 0.01% 1287
2022
Q3 		$961K Sell
35,214
-1,541
-4% -$43K 0.01% 1214
2022
Q2 		$910K Sell
36,755
-8,119
-18% -$211K 0.01% 1283
2022
Q1 		$1.3M Sell
44,874
-101
-0.2% -$3.04K 0.01% 1236
2021
Q4 		$1.28M Buy
+44,975
New +$1.25M 0.01% 1255

Other funds holding BBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Yousif Capital Management's BBT Position: Q2 2026 in Review

Yousif Capital Management increased its Beacon Financial Corp (BBT) stake by 0.24% in Q2 2026, buying an estimated $1.62K and bringing the position to 22,351 shares worth $681K. The position accounts for 0.01% of the portfolio, ranked #1243.

Yousif Capital Management first reported a position in BBT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.3M in Q1 2022. 124 funds tracked by Wall St. Rank hold BBT as of Q2 2026.

  • Yousif Capital Management held 22,351 shares of Beacon Financial Corp worth $681K as of Q2 2026.
  • Yousif Capital Management bought 54 Beacon Financial Corp shares in Q2 2026, an estimated $1.62K.
  • Beacon Financial Corp made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1243 holding.
  • Yousif Capital Management first reported a position in Beacon Financial Corp in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Beacon Financial Corp position peaked at $1.3M in Q1 2022.
  • 124 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.