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 2021
Institutional positions in Beacon Financial Corp as of Jun 30, 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
- 165
- +6 vs. Q1 2021
- Shares held
- 40.3M
- +677.4K (+1.7%) vs. Q1 2021
- Total value
- $1.11B
- +$221.2M (+25.0%) vs. Q1 2021
- New holders
- 26
- 46 more added
- Sold out
- 20
- 58 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | $2.02B |
| Q3 2025 | 278 | $1.74B |
| Q2 2025 | 231 | $1.12B |
| Q1 2025 | 230 | $1.13B |
| Q4 2024 | 215 | $1.14B |
| Q3 2024 | 188 | $971.0M |
| Q2 2024 | 178 | $824.3M |
| Q1 2024 | 178 | $822.7M |
| Q4 2023 | 173 | $899.4M |
| Q3 2023 | 172 | $726.2M |
| Q2 2023 | 172 | $758.7M |
| Q1 2023 | 182 | $936.8M |
| Q4 2022 | 179 | $1.10B |
| Q3 2022 | 191 | $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 | $885.0M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $0 | 0.00% | +12 | New |
| PNC Managed Account Solutions, Inc. | 15 | $0 | 0.00% | +15 | New |
| FMR LLC | 52 | $1.00K | 0.00% | +52 | New |
| Front Row Advisors LLC | 20 | $1.00K | 0.00% | +20 | New |
| Tarbox Family Office, Inc. | 122 | $3.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 141 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 108 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 98 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 100 | $3.00K | 0.00% | +100 | New |
| CWM, LLC | 138 | $4.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 181 | $5.00K | 0.00% | −2,053−91.9% | Reduced |
| Sageworth Trust Co | 175 | $5.00K | 0.00% | +175 | New |
| Ellevest, Inc. | 205 | $6.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 212 | $6.00K | 0.00% | +212 | New |
| First Manhattan Co | 270 | $7.00K | 0.00% | −90−25.0% | Reduced |
| Community Bank, N.A. | 264 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 285 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 325 | $9.00K | 0.00% | +180+124.1% | Added |
| Meeder Asset Management Inc | 374 | $10.0K | 0.00% | +2+0.5% | Added |
| Macquarie Group Ltd | 450 | $12.0K | 0.00% | −44,099−99.0% | Reduced |
| Lindbrook Capital, LLC | 428 | $12.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 500 | $14.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 695 | $19.0K | 0.00% | +695 | New |
| Advisor Group Holdings, Inc. | 782 | $21.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 771 | $21.1K | 0.01% | 00.0% | Unchanged |
| FORA Capital, LLC | 933 | $26.0K | 0.00% | +933 | New |
| Eagle Bay Advisors LLC | 1,175 | $34.0K | 0.03% | +1,175 | New |
| Versant Capital Management, Inc | 1,283 | $35.0K | 0.01% | −1,208−48.5% | Reduced |
| Nisa Investment Advisors, LLC | 1,320 | $36.0K | 0.00% | +1,030+355.2% | Added |
| Fieldpoint Private Securities, LLC | 1,295 | $37.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,608 | $44.0K | 0.00% | −1,649−50.6% | Reduced |
| Group One Trading, L.P. | 1,747 | $48.0K | 0.00% | +1,671+2,198.7% | Added |
| Pinnacle Holdings, LLC | 2,077 | $56.9K | 0.03% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,174 | $59.0K | 0.02% | −10.0% | Reduced |
| USA Financial Portformulas Corp | 2,309 | $63.0K | 0.05% | +2,309 | New |
| Sutton Wealth Advisors Inc. | 2,332 | $63.9K | 0.02% | −436−15.8% | Reduced |
| William Blair Investment Management, LLC | 2,437 | $67.0K | 0.00% | +2,437 | New |
| Public Employees Retirement System of Ohio | 2,608 | $71.0K | 0.00% | −83−3.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,900 | $79.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,744 | $103.0K | 0.00% | −320−7.9% | Reduced |
| Captrust Financial Advisors | 3,817 | $105.0K | 0.00% | −68−1.8% | Reduced |
| Trust Co of Vermont | 5,210 | $143.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 5,412 | $148.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,504 | $178.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 7,279 | $200.0K | 0.00% | +463+6.8% | Added |
| Fox Run Management, L.L.C. | 7,649 | $210.0K | 0.19% | +7,649 | New |
| Brinker Capital Investments, LLC | 7,810 | $214.0K | 0.00% | +7,810 | New |
| Wells Fargo & Company | 7,885 | $216.0K | 0.00% | −13,901−63.8% | Reduced |
| HBK Sorce Advisory LLC | 8,045 | $221.0K | 0.01% | +8,045 | New |
| Cornerstone Investment Partners, LLC | 8,370 | $229.0K | 0.01% | +8,370 | New |
| Public Employees Retirement Association of Colorado | 8,909 | $244.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 9,058 | $248.0K | 0.00% | +9,058 | New |
| Strategic Financial Services, Inc, | 9,146 | $251.0K | 0.02% | −1,000−9.9% | Reduced |
| BBVA USA | 9,766 | $268.0K | 0.01% | +9,766 | New |
| Carl P. Sherr & Co., LLC | 9,821 | $269.0K | 0.19% | 00.0% | Unchanged |
| Shell Asset Management Co | 9,986 | $274.0K | 0.01% | +7,536+307.6% | Added |
| Natixis Advisors, L.P. | 11,063 | $303.0K | 0.00% | +11,063 | New |
| Teton Advisors, Inc. | 11,275 | $309.0K | 0.04% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 11,587 | $318.0K | 0.09% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 12,446 | $341.0K | 0.00% | −646−4.9% | Reduced |
| Berkshire Bank | 12,427 | $341.0K | 0.08% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 13,200 | $362.0K | 0.00% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 13,192 | $362.0K | 0.04% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,818 | $379.0K | 0.00% | +500+3.8% | Added |
| ProShare Advisors LLC | 14,616 | $401.0K | 0.00% | +984+7.2% | Added |
| Everence Capital Management Inc | 14,650 | $402.0K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 14,825 | $406.4K | 0.01% | +808+5.8% | Added |
| New York State Teachers Retirement System | 15,977 | $438.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 16,526 | $453.0K | 0.23% | −363−2.1% | Reduced |
| Los Angeles Capital Management LLC | 17,404 | $477.0K | 0.00% | −10,957−38.6% | Reduced |
| Cubic Asset Management, LLC | 17,780 | $487.0K | 0.12% | −750−4.0% | Reduced |
| IndexIQ Advisors LLC | 18,126 | $497.0K | 0.02% | +351+2.0% | Added |
| State of Tennessee, Treasury Department | 18,191 | $499.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 18,482 | $506.6K | 0.00% | +2,330+14.4% | Added |
| Voya Investment Management LLC | 18,988 | $520.0K | 0.00% | −1,125−5.6% | Reduced |
| DuPont Capital Management Corp | 19,099 | $524.0K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 20,537 | $563.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 22,057 | $605.0K | 0.00% | +3,027+15.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 22,771 | $624.0K | 0.00% | −13,828−37.8% | Reduced |
| Louisiana State Employees Retirement System | 23,100 | $633.0K | 0.02% | −100−0.4% | Reduced |
| Guggenheim Capital LLC | 23,377 | $641.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 23,315 | $650.0K | 0.00% | +2,907+14.2% | Added |
| Eaton Vance Management | 23,830 | $653.0K | 0.00% | −3,073−11.4% | Reduced |
| BNP Paribas Arbitrage, SA | 24,180 | $662.8K | 0.00% | +270+1.1% | Added |
| Ensign Peak Advisors, Inc | 24,500 | $672.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 25,206 | $691.0K | 0.01% | +25,206 | New |
| State Board of Administration of Florida Retirement System | 26,844 | $736.0K | 0.00% | +372+1.4% | Added |
| QS Investors, LLC | 28,501 | $782.0K | 0.01% | −180−0.6% | Reduced |
| First Republic Investment Management, Inc. | 29,263 | $802.0K | 0.00% | −1,984−6.3% | Reduced |
| Select Asset Management & Trust | 32,245 | $884.0K | 0.50% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 32,500 | $891.0K | 0.01% | +1,000+3.2% | Added |
| Susquehanna International Group, LLP | 32,803 | $899.0K | 0.00% | +2,284+7.5% | Added |
| American International Group, Inc. | 33,121 | $908.0K | 0.00% | −20,562−38.3% | Reduced |
| State of Alaska, Department of Revenue | 35,416 | $970.0K | 0.01% | +864+2.5% | Added |
| Citadel Advisors LLC | 36,368 | $997.0K | 0.00% | +9,124+33.5% | Added |
| Texas Permanent School Fund | 38,158 | $1.05M | 0.01% | +29+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 39,294 | $1.08M | 0.01% | −65−0.2% | Reduced |
| Price T Rowe Associates Inc | 40,385 | $1.11M | 0.00% | −16,862−29.5% | Reduced |
| SummerHaven Investment Management, LLC | 43,551 | $1.19M | 0.68% | +1,086+2.6% | Added |