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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
APG Asset Management N.V.61,200$1.16M0.00%––
Comerica Bank51,319$1.17M0.01%––
UBS Asset Management Americas Inc52,283$1.17M0.00%––
American International Group, Inc.53,683$1.20M0.00%––
Canada Pension Plan Investment Board54,000$1.21M0.00%––
Alliancebernstein L.P.57,110$1.27M0.00%––
Price T Rowe Associates Inc57,247$1.28M0.00%––
UBS Group AG59,112$1.32M0.00%––
Two Sigma Advisers, LP61,400$1.37M0.00%––
American Century Companies Inc62,122$1.39M0.00%––
Prelude Capital Management, LLC65,539$1.46M0.10%––
California State Teachers Retirement System68,078$1.52M0.00%––
D. E. Shaw & Co., Inc.86,247$1.93M0.00%––
California Public Employees Retirement System90,900$2.03M0.00%––
Barclays PLC93,619$2.09M0.00%––
Swiss National Bank104,600$2.33M0.00%––
Public Sector Pension Investment Board104,806$2.34M0.02%––
Putnam Investments LLC126,600$2.83M0.00%––
Morgan Stanley133,362$2.98M0.00%––
Deutsche Bank AG133,380$2.98M0.00%––
Prudential Financial Inc137,922$3.08M0.00%––
Commonwealth Equity Services, LLC142,323$3.18M0.01%––
Legal & General Group Plc157,926$3.52M0.00%––
Rhumbline Advisers162,736$3.63M0.00%––
Bank of America Corp176,312$3.94M0.00%––
Grace & White Inc201,832$4.50M0.86%––
EJF Capital LLC221,296$4.94M0.36%––
SEI Investments Co229,024$5.11M0.01%––
Bridgeway Capital Management, LLC242,511$5.41M0.10%––
Hennessy Advisors Inc245,000$5.47M0.32%––
Ameriprise Financial Inc299,776$6.69M0.00%––
Parametric Portfolio Associates LLC350,365$7.82M0.00%––
BHZ Capital Management, LP380,199$8.49M2.69%––
Hotchkis & Wiley Capital Management LLC387,161$8.64M0.03%––
Thrivent Financial for Lutherans401,360$8.96M0.02%––
Elizabeth Park Capital Advisors, Ltd.403,459$9.01M3.00%––
JPMorgan Chase & Co413,513$9.23M0.00%––
Principal Financial Group Inc420,136$9.38M0.01%––
LSV Asset Management468,874$10.5M0.02%––
Charles Schwab Investment Management Inc475,351$10.6M0.00%––
Norges Bank502,356$11.2M0.00%––
Manufacturers Life Insurance Company, The560,172$12.5M0.01%––
Nuveen Asset Management, LLC577,461$12.9M0.00%––
Goldman Sachs Group Inc596,165$13.3M0.00%––
Northern Trust Corp619,973$13.8M0.00%––
Basswood Capital Management, L.L.C.657,141$14.7M0.66%––
Kennedy Capital Management, Inc.684,644$15.3M0.31%––
Systematic Financial Management LP688,479$15.4M0.56%––
Bank of New York Mellon Corp709,374$15.8M0.00%––
Geode Capital Management, LLC814,775$18.2M0.00%––
FJ Capital Management LLC924,500$20.6M1.72%––
Invesco Ltd.933,143$20.8M0.01%––
Clark Capital Management Group, Inc.1,091,704$24.4M0.37%––
Aristotle Capital Boston, LLC1,195,941$26.7M0.59%––
HoldCo Asset Management, L.P.1,672,679$37.3M6.13%––
State Street Corp2,182,311$48.7M0.00%––
Dimensional Fund Advisors LP3,312,968$73.9M0.02%––
Vanguard Group Inc5,396,968$120.5M0.00%––
BlackRock Inc.7,532,759$168.1M0.00%––
Eidelman Virant Capital1,267––––