Back to BBT
RMG Wealth Management LLC → BBT
RMG Wealth Management LLC BBT Position History
Beacon Financial Corporation • Financial Services
Quarters held
1
Latest value
$2K
Q3 2026
Peak value
$2K
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 55 | — | — |
Other funds holding BBT
$235.4M
$214.9M
$157.3M
$156.2M
$156.2M
$153.4M
$142.6M
$137.9M
Other RMG Wealth Management LLC positions
SCHW-PJ
$209.2MSCHWAB U.S. LARGE-CAP GROWTH ETF
SCHW-PJ
$206.2MSCHWAB U.S. LARGE-CAP GROWTH ETF
VGES
$195.3MVANGUARD MORNINGSTAR VALUE ETF
VGES
$192.6MVANGUARD MORNINGSTAR VALUE ETF
SCHW-PJ
$184.8MSCHWAB U.S. LARGE-CAP GROWTH ETF
VGES
$166.5MVANGUARD VALUE INDEX FUND ETF SHARES
SCHW-PJ
$162.8MSCHWAB US LARGE CAP GROWTH ETF
SCHW-PJ
$158.8MSCHWAB US LARGE CAP GROWTH ETF