Beacon Financial Corp
BBT- Exchange
- NYSE
- Industry
- Savings Institutions, Not Federally Chartered
- SEC CIK
- 0001108134
No open-market purchases or sales by Beacon Financial Corp insiders were filed in the last 90 days; 294 institutions reported holding it in 13F filings for Q2 2026, worth $2.35B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Beacon Financial Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 294
- +5 vs. Q1 2026
- Shares held
- 77.1M
- −434.0K (−0.6%) vs. Q1 2026
- Total value
- $2.35B
- +$22.8M (+1.0%) vs. Q1 2026
- New holders
- 38
- 104 more added
- Sold out
- 33
- 91 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BBT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 294 | $2.35B |
| Q1 2026 | 293 | $2.33B |
| Q4 2025 | 283 | $2.15B |
| Q3 2025 | 278 | $1.75B |
| Q2 2025 | 231 | $1.12B |
| Q1 2025 | 230 | $1.13B |
| Q4 2024 | 215 | $1.14B |
| Q3 2024 | 188 | $976.2M |
| Q2 2024 | 178 | $827.0M |
| Q1 2024 | 178 | $861.4M |
| Q4 2023 | 173 | $917.7M |
| Q3 2023 | 172 | $726.2M |
| Q2 2023 | 172 | $764.8M |
| Q1 2023 | 182 | $939.1M |
| Q4 2022 | 180 | $1.10B |
| Q3 2022 | 192 | $1.01B |
| Q2 2022 | 175 | $913.6M |
| Q1 2022 | 183 | $1.12B |
| Q4 2021 | 178 | $1.12B |
| Q3 2021 | 169 | $1.04B |
| Q2 2021 | 165 | $1.11B |
| Q1 2021 | 160 | $885.3M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,366,226 | $376.6M | 0.01% | +184,505+1.5% | Added |
| Vanguard Portfolio Management LLC | 5,212,012 | $158.7M | 0.01% | +78,080+1.5% | Added |
| Millennium Management LLC | 5,165,656 | $157.3M | 0.11% | +53,775+1.1% | Added |
| State Street Corp | 5,129,035 | $156.2M | 0.00% | +375,049+7.9% | Added |
| Dimensional Fund Advisors LP | 4,955,978 | $150.9M | 0.03% | +137,456+2.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,936,942 | $119.9M | 0.33% | −833,610−17.5% | Reduced |
| Vanguard Capital Management LLC | 3,761,172 | $114.5M | 0.00% | −5,012−0.1% | Reduced |
| Verition Fund Management LLC | 2,403,149 | $73.2M | 0.51% | +388,127+19.3% | Added |
| HoldCo Asset Management, L.P. | 2,263,000 | $68.9M | 4.42% | +202,000+9.8% | Added |
| Geode Capital Management, LLC | 2,160,024 | $65.8M | 0.00% | +115,664+5.7% | Added |
| Morgan Stanley | 1,665,977 | $50.7M | 0.00% | +329,778+24.7% | Added |
| Adage Capital Partners GP, L.L.C. | 1,493,023 | $45.5M | 0.06% | −332,939−18.2% | Reduced |
| Massachusetts Financial Services Co | 1,265,827 | $38.5M | 0.01% | +62,220+5.2% | Added |
| Bank of America Corp | 1,063,829 | $32.4M | 0.00% | +437,725+69.9% | Added |
| Nuveen, LLC | 1,060,271 | $32.3M | 0.01% | +198,888+23.1% | Added |
| Systematic Financial Management LP | 1,060,206 | $32.3M | 0.64% | −67,650−6.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,054,300 | $32.1M | 0.00% | −35,923−3.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,051,210 | $32.0M | 0.02% | +1,051,210 | New |
| Goldman Sachs Group Inc | 952,914 | $29.0M | 0.00% | −470,162−33.0% | Reduced |
| Northern Trust Corp | 910,859 | $27.7M | 0.00% | +84,380+10.2% | Added |
| American Century Companies Inc | 829,367 | $25.3M | 0.01% | +28,547+3.6% | Added |
| Walleye Capital LLC | 665,525 | $20.3M | 0.10% | +665,525 | New |
| Strategic Value Bank Partners LLC | 623,747 | $19.0M | 13.30% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 573,992 | $17.5M | 0.31% | +46,846+8.9% | Added |
| Vanguard Fiduciary Trust Co | 565,685 | $17.2M | 0.00% | +24,435+4.5% | Added |
| Bank of New York Mellon Corp | 541,135 | $16.5M | 0.00% | +13,349+2.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 475,290 | $14.5M | 0.04% | +5,510+1.2% | Added |
| Two Sigma Investments, LP | 470,517 | $14.3M | 0.01% | −158,188−25.2% | Reduced |
| Renaissance Technologies LLC | 431,740 | $13.1M | 0.02% | −138,700−24.3% | Reduced |
| Principal Financial Group Inc | 406,066 | $12.4M | 0.01% | −1,265−0.3% | Reduced |
| Invesco Ltd. | 403,560 | $12.3M | 0.00% | −40,575−9.1% | Reduced |
| Glendon Capital Management LP | 381,184 | $11.6M | 1.50% | 00.0% | Unchanged |
| Empowered Funds, LLC | 377,912 | $11.5M | 0.06% | +46,846+14.2% | Added |
| Bayview Asset Management, LLC | 364,828 | $11.1M | 8.30% | −30,000−7.6% | Reduced |
| Alliancebernstein L.P. | 348,478 | $10.5M | 0.00% | +114,228+48.8% | Added |
| JPMorgan Chase & Co | 329,351 | $10.2M | 0.00% | −18,039−5.2% | Reduced |
| Algert Global LLC | 331,312 | $10.1M | 0.12% | +130,285+64.8% | Added |
| Brevan Howard Capital Management LP | 312,492 | $9.52M | 0.13% | +212,492+212.5% | Added |
| Royce & Associates LP | 303,556 | $9.24M | 0.07% | −14,035−4.4% | Reduced |
| Public Sector Pension Investment Board | 288,005 | $8.77M | 0.02% | −11,854−4.0% | Reduced |
| Citadel Advisors LLC | 286,141 | $8.71M | 0.01% | +126,907+79.7% | Added |
| UBS Group AG | 276,826 | $8.43M | 0.00% | −146,856−34.7% | Reduced |
| SummitTX Capital, L.P. | 272,767 | $8.31M | 0.22% | +227,236+499.1% | Added |
| Trexquant Investment LP | 271,575 | $8.27M | 0.05% | +271,575 | New |
| Ategra Capital Management, LLC | 265,743 | $8.09M | 4.30% | −245,545−48.0% | Reduced |
| AQR Capital Management LLC | 237,950 | $7.25M | 0.00% | −14,335−5.7% | Reduced |
| Maltese Capital Management LLC | 234,900 | $7.15M | 1.30% | −25,100−9.7% | Reduced |
| Mendon Capital Advisors Corp | 228,394 | $6.95M | 2.46% | +28,663+14.4% | Added |
| Rhumbline Advisers | 215,603 | $6.57M | 0.00% | −23,912−10.0% | Reduced |
| UBS Asset Management Americas Inc | 215,048 | $6.55M | 0.00% | +4,234+2.0% | Added |
| Ameriprise Financial Inc | 207,997 | $6.33M | 0.00% | −9,974−4.6% | Reduced |
| RMB Capital Management, LLC | 200,243 | $6.10M | 0.09% | +30,123+17.7% | Added |
| ExodusPoint Capital Management, LP | 196,679 | $5.99M | 0.06% | −47,686−19.5% | Reduced |
| Legal & General Group Plc | 189,026 | $5.76M | 0.00% | +2,648+1.4% | Added |
| Grace & White Inc | 186,349 | $5.67M | 0.90% | 00.0% | Unchanged |
| Swiss National Bank | 168,656 | $5.14M | 0.00% | +2,400+1.4% | Added |
| Thrivent Financial for Lutherans | 157,318 | $4.79M | 0.01% | +78,244+99.0% | Added |
| Commonwealth Equity Services, LLC | 146,823 | $4.47M | 0.01% | +1,440+1.0% | Added |
| Congress Asset Management Co | 142,027 | $4.32M | 0.03% | +20,704+17.1% | Added |
| Boothbay Fund Management, LLC | 132,189 | $4.03M | 0.08% | +67,739+105.1% | Added |
| Price T Rowe Associates Inc | 130,623 | $3.98M | 0.00% | +18,084+16.1% | Added |
| EJF Capital LLC | 128,480 | $3.91M | 2.62% | −19,673−13.3% | Reduced |
| Hennessy Advisors Inc | 115,000 | $3.50M | 0.11% | +4,000+3.6% | Added |
| Citigroup Inc | 102,843 | $3.13M | 0.00% | +12,411+13.7% | Added |
| Brookstone Capital Management | 100,119 | $3.05M | 0.03% | +100,119 | New |
| California State Teachers Retirement System | 99,200 | $3.02M | 0.00% | −2,610−2.6% | Reduced |
| Cutler Capital Management, LLC | 97,306 | $2.96M | 0.77% | +20,068+26.0% | Added |
| Deutsche Bank AG | 96,453 | $2.94M | 0.00% | +9,051+10.4% | Added |
| Marshall Wace, LLP | 91,180 | $2.78M | 0.00% | +76,480+520.3% | Added |
| Prudential Financial Inc | 86,497 | $2.63M | 0.00% | +1,185+1.4% | Added |
| Vanguard Asset Management, Ltd | 84,384 | $2.57M | 0.00% | +9,787+13.1% | Added |
| Quantinno Capital Management LP | 81,884 | $2.49M | 0.00% | +32,213+64.9% | Added |
| Susquehanna Fundamental Investments, LLC | 80,781 | $2.46M | 0.05% | +56,422+231.6% | Added |
| Wells Fargo & Company | 80,023 | $2.44M | 0.00% | +42,387+112.6% | Added |
| CM Management, LLC | 80,000 | $2.44M | 1.55% | +40,000+100.0% | Added |
| XTX Topco Ltd | 74,212 | $2.26M | 0.03% | +52,523+242.2% | Added |
| New York State Teachers Retirement System | 72,943 | $2.22M | 0.00% | +1,111+1.5% | Added |
| Segall Bryant & Hamill, LLC | 71,225 | $2.17M | 0.03% | +71,225 | New |
| Fifth Third Bancorp | 70,512 | $2.15M | 0.00% | −1,815−2.5% | Reduced |
| PMC FIG Opportunities LLC | 68,131 | $2.07M | 3.33% | +41,935+160.1% | Added |
| Great West Life Assurance Co | 67,514 | $2.06M | 0.00% | −2,121−3.0% | Reduced |
| CI Private Wealth, LLC | 67,429 | $2.05M | 0.00% | +4,496+7.1% | Added |
| Rafferty Asset Management, LLC | 67,313 | $2.05M | 0.00% | −20,588−23.4% | Reduced |
| Raymond James Financial Inc | 65,611 | $2.00M | 0.00% | −8,212−11.1% | Reduced |
| Pathstone Holdings, LLC | 59,745 | $1.82M | 0.01% | −1,878−3.0% | Reduced |
| Vanguard Global Advisers, LLC | 58,680 | $1.79M | 0.00% | −1,198−2.0% | Reduced |
| First Trust Advisors LP | 57,307 | $1.74M | 0.00% | +21,523+60.1% | Added |
| Aquatic Capital Management LLC | 56,934 | $1.73M | 0.06% | +56,934 | New |
| Cerity Partners LLC | 56,125 | $1.71M | 0.00% | −4,204−7.0% | Reduced |
| Russell Investments Group, Ltd. | 55,027 | $1.68M | 0.00% | +40,958+291.1% | Added |
| Clarendon Private LLC | 50,185 | $1.53M | 0.98% | −735−1.4% | Reduced |
| MetLife Investment Management | 49,610 | $1.51M | 0.01% | +4,036+8.9% | Added |
| Capital Fund Management S.A. | 49,433 | $1.51M | 0.01% | +49,433 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 46,350 | $1.41M | 0.00% | +26,759+136.6% | Added |
| Illinois Municipal Retirement Fund | 43,644 | $1.33M | 0.01% | −990−2.2% | Reduced |
| Qube Research & Technologies Ltd | 43,234 | $1.32M | 0.00% | +43,234 | New |
| SG Americas Securities, LLC | 42,949 | $1.31M | 0.00% | +13,231+44.5% | Added |
| Victory Capital Management Inc | 42,682 | $1.30M | 0.00% | +29,157+215.6% | Added |
| Ironwood Investment Management LLC | 40,337 | $1.23M | 0.42% | +100.0% | Added |
| FMR LLC | 40,283 | $1.23M | 0.00% | −869−2.1% | Reduced |