Skip to main content
Equibles
BBT logo

BBT · Beacon Financial Corp

Track BBT — free

Use BBT with AI

Ask our own analyst here, or connect this data to the AI you already use.

Ask ALVIS about BBT

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$32.07 -0.29 (-0.90%) At close · Aug 14
Market Cap
$2.69B
Shares
83.82M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding BBT

263 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 4,979,548 $149,386,440 0.16%
Undiscovered Managers Behavioral Value Fund 3,330,642 $99,919,260 1.16%
VANGUARD TOTAL STOCK MARKET INDEX FUND 2,685,697 $80,570,910 0.00%
iShares Russell 2000 ETF 2,024,345 $60,730,350 0.08%
VANGUARD SMALL-CAP INDEX FUND 1,934,956 $58,048,680 0.04%
VANGUARD SMALL-CAP VALUE INDEX FUND 1,230,624 $36,918,720 0.06%
U.S. SMALL CAP VALUE PORTFOLIO 1,150,556 $32,825,363 0.18%
State Street(R) SPDR(R) S&P(R) Regional Banking ETF 1,038,216 $31,146,480 0.84%
VANGUARD EXTENDED MARKET INDEX FUND 933,392 $28,001,760 0.03%
Fidelity Small Cap Index Fund 825,042 $23,538,448 0.07%
iShares S&P Small-Cap 600 Value ETF 762,250 $22,867,500 0.30%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 757,726 $22,731,780 0.16%
iShares Russell 2000 Value ETF 716,682 $21,500,460 0.17%
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY 656,769 $19,703,070 0.18%
MFS New Discovery Value Fund 650,965 $18,936,572 0.76%
U.S. Targeted Value Portfolio 637,553 $18,189,387 0.11%
Avantis U.S. Small Cap Value ETF 598,029 $17,396,664 0.06%
Dimensional U.S. Targeted Value ETF 546,413 $15,589,163 0.11%
VANGUARD TAX-MANAGED SMALL-CAP FUND 498,512 $14,955,360 0.15%
State Street(R) SPDR(R) S&P(R) Bank ETF 446,117 $13,383,510 1.04%
Nuveen Quant Small Cap Equity Fund 467,150 $13,327,790 0.34%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 438,940 $13,168,200 0.32%
Fidelity Extended Market Index Fund 437,168 $12,717,217 0.03%
VANGUARD RUSSELL 2000 INDEX FUND 428,238 $12,457,443 0.07%
Schwab U.S. Small-Cap ETF 401,547 $11,681,002 0.05%
Bridge Builder Small/Mid Cap Value Fund 341,898 $10,256,940 0.11%
U.S. SMALL CAP PORTFOLIO 348,087 $9,930,922 0.05%
EA Bridgeway Omni Small-Cap Value ETF 328,146 $9,844,380 0.48%
Dimensional US Small Cap Value ETF 338,488 $9,657,063 0.13%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 324,603 $9,260,924 0.01%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 290,468 $8,449,714 0.14%
U.S. MICRO CAP PORTFOLIO 275,572 $7,862,069 0.11%
Dimensional U.S. Small Cap ETF 264,227 $7,538,396 0.05%
Schwab Fundamental U.S. Small Company ETF 214,969 $6,253,448 0.07%
Omni Small-Cap Value Fund 199,000 $5,970,000 0.50%
Dimensional U.S. Core Equity 2 ETF 204,536 $5,835,412 0.01%
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND 183,968 $5,351,629 0.28%
Royce Small-Cap Fund 171,711 $5,228,600 0.24%
Schwab Small-Cap Index Fund 182,964 $5,219,963 0.07%
RMB Mendon Financial Services Fund 170,000 $5,100,000 2.24%
Avantis U.S. Small Cap Equity ETF 157,484 $4,581,210 0.16%
Fidelity Total Market Index Fund 155,236 $4,515,815 0.00%
iShares ESG Aware MSCI USA Small-Cap ETF 149,618 $4,352,388 0.18%
Goldman Sachs Small Cap Value Fund 142,088 $4,133,340 0.44%
Master Small Cap Index Series 134,741 $4,042,230 0.08%
VANGUARD FINANCIALS INDEX FUND 135,693 $3,947,309 0.03%
U.S. CORE EQUITY 1 PORTFOLIO 138,228 $3,943,645 0.01%
MFS Blended Research Small Cap Equity Fund 135,552 $3,943,208 1.21%
Hotchkis and Wiley Small Cap Diversified Value Fund 128,317 $3,907,253 0.43%
JNL Small Cap Index Fund 129,988 $3,899,640 0.16%
Showing 1–50 of 263 positions
Key facts CIK 1108134 CUSIP 084680107 13F (30d) 276 filings 271 filers Visit website Investor relations

Report a Problem

Category
Description
Email (optional, for follow-up)