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CHOREO, LLC BBT Position History
Beacon Financial Corporation • Financial Services
Quarters held
5
Latest value
$371K
Q3 2026
Peak value
$422K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $388K |
| Q4 2025 | $358K |
| Q1 2026 | $422K |
| Q2 2026 | $411K |
| Q3 2026 | $371K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $371K | 13.2K | — | — |
| Q2 2026 | $411K | 13.5K | — | — |
| Q1 2026 | $422K | 14.1K | — | — |
| Q4 2025 | $358K | 13.5K | — | — |
| Q3 2025 | $388K | 16.3K | — | — |
Other funds holding BBT
$235.4M
$214.9M
$157.3M
$156.2M
$156.2M
$153.4M
$142.6M
$137.9M