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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, Q1 2021

Institutional positions in Beacon Financial Corp as of Mar 31, 2021. 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
160
No complete 13F data for Q4 2020
Shares held
39.7M
No complete 13F data for Q4 2020
Total value
$885.0M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 160 institutions
Q1 2021: 160 institutionsQ2 2021: 165 institutionsQ3 2021: 169 institutionsQ4 2021: 178 institutionsQ1 2022: 183 institutionsQ2 2022: 175 institutionsQ3 2022: 191 institutionsQ4 2022: 179 institutionsQ1 2023: 182 institutionsQ2 2023: 172 institutionsQ3 2023: 172 institutionsQ4 2023: 173 institutionsQ1 2024: 178 institutionsQ2 2024: 178 institutionsQ3 2024: 188 institutionsQ4 2024: 215 institutionsQ1 2025: 230 institutionsQ2 2025: 231 institutionsQ3 2025: 278 institutionsQ4 2025: 283 institutionsQ1 2026: 293 institutionsQ2 2026: 294 institutions
Value heldQ1 2021: $885.0M
Q1 2021: $885.0MQ2 2021: $1.11BQ3 2021: $1.04BQ4 2021: $1.12BQ1 2022: $1.12BQ2 2022: $913.6MQ3 2022: $1.01BQ4 2022: $1.10BQ1 2023: $936.8MQ2 2023: $758.7MQ3 2023: $726.2MQ4 2023: $899.4MQ1 2024: $822.7MQ2 2024: $824.3MQ3 2024: $971.0MQ4 2024: $1.14BQ1 2025: $1.13BQ2 2025: $1.12BQ3 2025: $1.74BQ4 2025: $2.02BQ1 2026: $2.33BQ2 2026: $2.35B
Institutions holding BBT and their total value by quarter
QuarterHoldersValue
Q2 2026294$2.35B
Q1 2026293$2.33B
Q4 2025283$2.02B
Q3 2025278$1.74B
Q2 2025231$1.12B
Q1 2025230$1.13B
Q4 2024215$1.14B
Q3 2024188$971.0M
Q2 2024178$824.3M
Q1 2024178$822.7M
Q4 2023173$899.4M
Q3 2023172$726.2M
Q2 2023172$758.7M
Q1 2023182$936.8M
Q4 2022179$1.10B
Q3 2022191$1.01B
Q2 2022175$913.6M
Q1 2022183$1.12B
Q4 2021178$1.12B
Q3 2021169$1.04B
Q2 2021165$1.11B
Q1 2021160$885.0M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Beacon Financial Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding BBT in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
IFP Advisors, Inc17$00.00%––
Wealthcare Capital Management LLC51$1.00K0.00%––
Group One Trading, L.P.76$2.00K0.00%––
Quadrant Capital Group LLC108$2.00K0.00%––
Parallel Advisors, LLC98$2.00K0.00%––
Fifth Third Bancorp145$3.00K0.00%––
Tarbox Family Office, Inc.122$3.00K0.00%––
Berman Capital Advisors, LLC141$3.00K0.00%––
CWM, LLC138$4.00K0.00%––
Ellevest, Inc.205$5.00K0.00%––
Nisa Investment Advisors, LLC290$6.00K0.00%––
TCI Wealth Advisors, Inc.285$6.00K0.00%––
Community Bank, N.A.264$6.00K0.00%––
First Manhattan Co360$8.00K0.00%––
Meeder Asset Management Inc372$8.00K0.00%––
JCSD Capital, LLC401$9.00K0.01%––
International Assets Investment Management, LLC500$9.00K0.00%––
Lindbrook Capital, LLC428$10.0K0.00%––
Centerpoint Advisors, LLC500$11.0K0.01%––
Advisor Group Holdings, Inc.782$17.0K0.00%––
Glen Eagle Advisors, LLC771$17.2K0.01%––
Fieldpoint Private Securities, LLC1,295$29.0K0.01%––
Pinnacle Holdings, LLC2,077$46.4K0.02%––
Simplex Trading, LLC2,227$49.0K0.00%––
Ellis Investment Partners, LLC2,175$49.0K0.01%––
Federated Hermes, Inc.2,234$50.0K0.00%––
Shell Asset Management Co2,450$55.0K0.00%––
Versant Capital Management, Inc2,491$56.0K0.02%––
Public Employees Retirement System of Ohio2,691$60.0K0.00%––
Sutton Wealth Advisors Inc.2,768$61.8K0.02%––
Livforsakringsbolaget Skandia, Omsesidigt2,900$65.0K0.00%––
Tower Research Capital LLC (TRC)3,257$73.0K0.00%––
Schroder Investment Management Group3,400$76.0K0.00%––
Captrust Financial Advisors3,885$87.0K0.00%––
Ameritas Investment Partners, Inc.4,064$91.0K0.00%––
Quantbot Technologies LP4,511$100.0K0.01%––
Trust Co of Vermont5,210$116.0K0.01%––
US Bancorp5,412$121.0K0.00%––
SG Americas Securities, LLC5,655$126.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)6,504$145.0K0.00%––
Mutual of America Capital Management LLC6,816$152.0K0.00%––
Public Employees Retirement Association of Colorado8,909$199.0K0.00%––
Carl P. Sherr & Co., LLC9,821$219.0K0.16%––
Strategic Financial Services, Inc,10,146$226.0K0.02%––
Jane Street Group, LLC10,910$244.0K0.00%––
Teton Advisors, Inc.11,275$252.0K0.04%––
BBVA USA Bancshares, Inc.11,516$257.0K0.01%––
Plimoth Trust Co LLC11,587$259.0K0.08%––
Quadrature Capital Ltd12,421$277.0K0.01%––
Berkshire Bank12,427$277.0K0.07%––
HRT Financial LP12,909$288.0K0.00%––
The PNC Financial Services Group, Inc.13,092$292.0K0.00%––
Beese Fulmer Investment Management, Inc.13,192$294.0K0.04%––
Teachers Retirement System of the State of Kentucky13,200$295.0K0.00%––
Arizona State Retirement System13,318$297.0K0.00%––
ProShare Advisors LLC13,632$304.0K0.00%––
Metropolitan Life Insurance Co14,017$312.9K0.00%––
Everence Capital Management Inc14,650$327.0K0.03%––
Millennium Management LLC15,685$350.0K0.00%––
New York State Teachers Retirement System15,977$357.0K0.00%––
MetLife Investment Management16,152$360.5K0.00%––
Ironwood Investment Management LLC16,889$377.0K0.20%––
IndexIQ Advisors LLC17,775$397.0K0.01%––
State of Tennessee, Treasury Department18,191$406.0K0.00%––
Cubic Asset Management, LLC18,530$414.0K0.11%––
Royal Bank of Canada19,030$425.0K0.00%––
DuPont Capital Management Corp19,099$426.0K0.01%––
Voya Investment Management LLC20,113$449.0K0.00%––
Bank of Montreal20,408$456.0K0.00%––
Oregon Public Employees Retirement Fund20,537$458.0K0.01%––
Man Group plc21,347$477.0K0.00%––
Wells Fargo & Company21,786$486.0K0.00%––
Louisiana State Employees Retirement System23,200$518.0K0.01%––
Guggenheim Capital LLC23,377$522.0K0.00%––
BNP Paribas Arbitrage, SA23,910$533.7K0.00%––
Ensign Peak Advisors, Inc24,500$547.0K0.00%––
State Board of Administration of Florida Retirement System26,472$591.0K0.00%––
Eaton Vance Management26,903$600.0K0.00%––
Citadel Advisors LLC27,244$609.0K0.00%––
Los Angeles Capital Management LLC28,361$633.0K0.00%––
QS Investors, LLC28,681$641.0K0.01%––
Truist Financial Corp29,494$658.0K0.00%––
Susquehanna International Group, LLP30,519$681.0K0.00%––
Russell Investments Group, Ltd.30,930$689.0K0.00%––
First Republic Investment Management, Inc.31,247$697.0K0.00%––
Gamco Investors, Inc. Et Al31,500$703.0K0.01%––
Voloridge Investment Management, LLC31,784$709.0K0.01%––
Select Asset Management & Trust32,245$720.0K0.48%––
State of Alaska, Department of Revenue34,552$771.0K0.01%––
Connor, Clark & Lunn Investment Management Ltd.36,599$817.0K0.00%––
Texas Permanent School Fund38,129$851.0K0.01%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys39,359$878.0K0.01%––
New York State Common Retirement Fund41,520$927.0K0.00%––
SummerHaven Investment Management, LLC42,465$948.0K0.58%––
Macquarie Group Ltd44,549$994.0K0.00%––
Great West Life Assurance Co44,650$997.0K0.00%––
Credit Suisse AG45,478$1.01M0.00%––
Citigroup Inc46,331$1.03M0.00%––
Rafferty Asset Management, LLC48,413$1.08M0.01%––
Healthcare of Ontario Pension Plan Trust Fund51,000$1.14M0.00%––