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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2021: 165 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 heldQ2 2021: $1.11B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q1 2021.

Institutions holding BBT in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Teachers Retirement System of the State of Kentucky13,200$362.0K0.00%00.0%Unchanged
Beese Fulmer Investment Management, Inc.13,192$362.0K0.04%00.0%Unchanged
The PNC Financial Services Group, Inc.12,446$341.0K0.00%−646−4.9%Reduced
Berkshire Bank12,427$341.0K0.08%00.0%Unchanged
Plimoth Trust Co LLC11,587$318.0K0.09%00.0%Unchanged
Teton Advisors, Inc.11,275$309.0K0.04%00.0%Unchanged
Natixis Advisors, L.P.11,063$303.0K0.00%+11,063New
Shell Asset Management Co9,986$274.0K0.01%+7,536+307.6%Added
Carl P. Sherr & Co., LLC9,821$269.0K0.19%00.0%Unchanged
BBVA USA9,766$268.0K0.01%+9,766New
Strategic Financial Services, Inc,9,146$251.0K0.02%−1,000−9.9%Reduced
LPL Financial LLC9,058$248.0K0.00%+9,058New
Public Employees Retirement Association of Colorado8,909$244.0K0.00%00.0%Unchanged
Cornerstone Investment Partners, LLC8,370$229.0K0.01%+8,370New
HBK Sorce Advisory LLC8,045$221.0K0.01%+8,045New
Wells Fargo & Company7,885$216.0K0.00%−13,901−63.8%Reduced
Brinker Capital Investments, LLC7,810$214.0K0.00%+7,810New
Fox Run Management, L.L.C.7,649$210.0K0.19%+7,649New
Mutual of America Capital Management LLC7,279$200.0K0.00%+463+6.8%Added
Zurcher Kantonalbank (Zurich Cantonalbank)6,504$178.0K0.00%00.0%Unchanged
US Bancorp5,412$148.0K0.00%00.0%Unchanged
Trust Co of Vermont5,210$143.0K0.01%00.0%Unchanged
Captrust Financial Advisors3,817$105.0K0.00%−68−1.8%Reduced
Ameritas Investment Partners, Inc.3,744$103.0K0.00%−320−7.9%Reduced
Livforsakringsbolaget Skandia, Omsesidigt2,900$79.0K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio2,608$71.0K0.00%−83−3.1%Reduced
William Blair Investment Management, LLC2,437$67.0K0.00%+2,437New
Sutton Wealth Advisors Inc.2,332$63.9K0.02%−436−15.8%Reduced
USA Financial Portformulas Corp2,309$63.0K0.05%+2,309New
Ellis Investment Partners, LLC2,174$59.0K0.02%−10.0%Reduced
Pinnacle Holdings, LLC2,077$56.9K0.03%00.0%Unchanged
Group One Trading, L.P.1,747$48.0K0.00%+1,671+2,198.7%Added
Tower Research Capital LLC (TRC)1,608$44.0K0.00%−1,649−50.6%Reduced
Fieldpoint Private Securities, LLC1,295$37.0K0.01%00.0%Unchanged
Nisa Investment Advisors, LLC1,320$36.0K0.00%+1,030+355.2%Added
Versant Capital Management, Inc1,283$35.0K0.01%−1,208−48.5%Reduced
Eagle Bay Advisors LLC1,175$34.0K0.03%+1,175New
FORA Capital, LLC933$26.0K0.00%+933New
Glen Eagle Advisors, LLC771$21.1K0.01%00.0%Unchanged
Advisor Group Holdings, Inc.782$21.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co695$19.0K0.00%+695New
Centerpoint Advisors, LLC500$14.0K0.01%00.0%Unchanged
Macquarie Group Ltd450$12.0K0.00%−44,099−99.0%Reduced
Lindbrook Capital, LLC428$12.0K0.00%00.0%Unchanged
Meeder Asset Management Inc374$10.0K0.00%+2+0.5%Added
Fifth Third Bancorp325$9.00K0.00%+180+124.1%Added
TCI Wealth Advisors, Inc.285$8.00K0.00%00.0%Unchanged
First Manhattan Co270$7.00K0.00%−90−25.0%Reduced
Community Bank, N.A.264$7.00K0.00%00.0%Unchanged
Ellevest, Inc.205$6.00K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP212$6.00K0.00%+212New
Federated Hermes, Inc.181$5.00K0.00%−2,053−91.9%Reduced
Sageworth Trust Co175$5.00K0.00%+175New
CWM, LLC138$4.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.122$3.00K0.00%00.0%Unchanged
Berman Capital Advisors, LLC141$3.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC108$3.00K0.00%00.0%Unchanged
Parallel Advisors, LLC98$3.00K0.00%00.0%Unchanged
Wagner Wealth Management, LLC100$3.00K0.00%+100New
FMR LLC52$1.00K0.00%+52New
Front Row Advisors LLC20$1.00K0.00%+20New
IFP Advisors, Inc17$00.00%00.0%Unchanged
Parkside Financial Bank & Trust12$00.00%+12New
PNC Managed Account Solutions, Inc.15$00.00%+15New
Eidelman Virant Capital1,232––−35−2.8%Reduced
LSV Asset Management0$00.00%−468,874−100.0%Sold out
California Public Employees Retirement System0$00.00%−90,900−100.0%Sold out
American Century Companies Inc0$00.00%−62,122−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−54,000−100.0%Sold out
APG Asset Management N.V.0$00.00%−61,200−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−51,000−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−31,784−100.0%Sold out
Truist Financial Corp0$00.00%−29,494−100.0%Sold out
Man Group plc0$00.00%−21,347−100.0%Sold out
Millennium Management LLC0$00.00%−15,685−100.0%Sold out
HRT Financial LP0$00.00%−12,909−100.0%Sold out
Quadrature Capital Ltd0$00.00%−12,421−100.0%Sold out
Jane Street Group, LLC0$00.00%−10,910−100.0%Sold out
SG Americas Securities, LLC0$00.00%−5,655−100.0%Sold out
Quantbot Technologies LP0$00.00%−4,511−100.0%Sold out
Schroder Investment Management Group0$00.00%−3,400−100.0%Sold out
Simplex Trading, LLC0$00.00%−2,227−100.0%Sold out
JCSD Capital, LLC0$00.00%−401−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−500−100.0%Sold out
Wealthcare Capital Management LLC0$00.00%−51−100.0%Sold out
BBVA USA Bancshares, Inc.––––Not filed