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, Q3 2021
Institutional positions in Beacon Financial Corp as of Sep 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
- 169
- +8 vs. Q2 2021
- Shares held
- 38.6M
- −466.0K (−1.2%) vs. Q2 2021
- Total value
- $1.04B
- −$30.1M (−2.8%) vs. Q2 2021
- New holders
- 28
- 36 more added
- Sold out
- 20
- 72 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 18 | $0 | 0.00% | +18 | New |
| Front Row Advisors LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 16 | $1.00K | 0.00% | −1−5.9% | Reduced |
| Tarbox Family Office, Inc. | 122 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 105 | $3.00K | 0.00% | −3−2.8% | Reduced |
| Parallel Advisors, LLC | 94 | $3.00K | 0.00% | −4−4.1% | Reduced |
| Berman Capital Advisors, LLC | 141 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 180 | $4.00K | 0.00% | −90−33.3% | Reduced |
| Sageworth Trust Co | 175 | $5.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 264 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 285 | $8.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 374 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 411 | $11.0K | 0.00% | −17−4.0% | Reduced |
| Fifth Third Bancorp | 400 | $11.0K | 0.00% | +75+23.1% | Added |
| Federated Hermes, Inc. | 426 | $11.0K | 0.00% | +245+135.4% | Added |
| Macquarie Group Ltd | 450 | $12.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 500 | $13.0K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 730 | $19.0K | 0.00% | +678+1,303.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 722 | $19.0K | 0.00% | +722 | New |
| Glen Eagle Advisors, LLC | 771 | $20.8K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 820 | $22.0K | 0.00% | −475−36.7% | Reduced |
| Group One Trading, L.P. | 855 | $23.0K | 0.00% | −892−51.1% | Reduced |
| Eagle Bay Advisors LLC | 1,218 | $32.0K | 0.02% | +43+3.7% | Added |
| Versant Capital Management, Inc | 1,271 | $34.0K | 0.01% | −12−0.9% | Reduced |
| Nisa Investment Advisors, LLC | 1,320 | $36.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,568 | $42.0K | 0.00% | +786+100.5% | Added |
| Pinnacle Holdings, LLC | 2,077 | $56.0K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,194 | $59.0K | 0.01% | +20+0.9% | Added |
| Sutton Wealth Advisors Inc. | 2,323 | $62.7K | 0.02% | −9−0.4% | Reduced |
| Captrust Financial Advisors | 3,624 | $98.0K | 0.00% | −193−5.1% | Reduced |
| Ameritas Investment Partners, Inc. | 3,744 | $101.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,615 | $124.0K | 0.00% | −3,270−41.5% | Reduced |
| US Bancorp | 5,307 | $143.0K | 0.00% | −105−1.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,504 | $175.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 6,524 | $176.0K | 0.00% | −755−10.4% | Reduced |
| Tower Research Capital LLC (TRC) | 6,739 | $182.0K | 0.00% | +5,131+319.1% | Added |
| ProShare Advisors LLC | 7,533 | $203.0K | 0.00% | −7,083−48.5% | Reduced |
| Qube Research & Technologies Ltd | 7,555 | $204.0K | 0.00% | +7,555 | New |
| Brinker Capital Investments, LLC | 7,810 | $214.0K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,045 | $217.0K | 0.01% | 00.0% | Unchanged |
| BBVA USA | 8,096 | $218.0K | 0.01% | −1,670−17.1% | Reduced |
| Strategic Financial Services, Inc, | 8,146 | $220.0K | 0.02% | −1,000−10.9% | Reduced |
| Teacher Retirement System of Texas | 8,195 | $221.0K | 0.00% | +8,195 | New |
| HSBC Holdings PLC | 8,502 | $230.0K | 0.00% | +8,502 | New |
| Public Employees Retirement Association of Colorado | 8,909 | $240.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 9,085 | $245.0K | 0.00% | +27+0.3% | Added |
| Trexquant Investment LP | 9,187 | $248.0K | 0.02% | +9,187 | New |
| Shell Asset Management Co | 9,576 | $258.0K | 0.01% | −410−4.1% | Reduced |
| Engineers Gate Manager LP | 9,670 | $261.0K | 0.01% | +9,670 | New |
| SG Americas Securities, LLC | 10,192 | $275.0K | 0.00% | +10,192 | New |
| Blueshift Asset Management, LLC | 10,326 | $279.0K | 0.02% | +10,326 | New |
| Plimoth Trust Co LLC | 10,794 | $291.0K | 0.08% | −793−6.8% | Reduced |
| Private Advisor Group, LLC | 10,789 | $291.0K | 0.00% | +10,789 | New |
| The PNC Financial Services Group, Inc. | 10,914 | $295.0K | 0.00% | −1,532−12.3% | Reduced |
| State of Wisconsin Investment Board | 11,000 | $297.0K | 0.00% | +11,000 | New |
| Teton Advisors, Inc. | 11,275 | $304.0K | 0.04% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 11,300 | $305.0K | 0.00% | +11,300 | New |
| Berkshire Bank | 12,427 | $335.0K | 0.08% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 12,796 | $345.0K | 0.04% | −396−3.0% | Reduced |
| Metropolitan Life Insurance Co | 12,876 | $347.4K | 0.01% | −1,949−13.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,200 | $356.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,947 | $376.0K | 0.00% | +129+0.9% | Added |
| Everence Capital Management Inc | 14,650 | $395.0K | 0.03% | 00.0% | Unchanged |
| MetLife Investment Management | 15,062 | $406.4K | 0.00% | −3,420−18.5% | Reduced |
| New York State Teachers Retirement System | 15,977 | $431.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 16,439 | $444.0K | 0.00% | −1,752−9.6% | Reduced |
| Ironwood Investment Management LLC | 16,545 | $446.0K | 0.23% | +19+0.1% | Added |
| DuPont Capital Management Corp | 16,734 | $451.0K | 0.01% | −2,365−12.4% | Reduced |
| Los Angeles Capital Management LLC | 17,399 | $469.0K | 0.00% | −50.0% | Reduced |
| Cubic Asset Management, LLC | 17,655 | $476.0K | 0.12% | −125−0.7% | Reduced |
| Eaton Vance Management | 23,981 | $477.0K | 0.00% | +151+0.6% | Added |
| Voya Investment Management LLC | 18,988 | $512.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 19,252 | $524.0K | 0.01% | +19,252 | New |
| Cubist Systematic Strategies, LLC | 20,063 | $541.0K | 0.01% | +20,063 | New |
| IndexIQ Advisors LLC | 20,143 | $543.0K | 0.02% | +2,017+11.1% | Added |
| Oregon Public Employees Retirement Fund | 20,437 | $551.0K | 0.01% | −100−0.5% | Reduced |
| Bank of Montreal | 21,779 | $596.0K | 0.00% | −1,536−6.6% | Reduced |
| Public Employees Retirement System of Ohio | 23,241 | $627.0K | 0.00% | +20,633+791.1% | Added |
| Guggenheim Capital LLC | 23,377 | $631.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 23,512 | $634.0K | 0.01% | −1,694−6.7% | Reduced |
| Louisiana State Employees Retirement System | 23,600 | $637.0K | 0.02% | +500+2.2% | Added |
| Stifel Financial Corp | 23,692 | $639.0K | 0.00% | +23,692 | New |
| Royal Bank of Canada | 24,017 | $648.0K | 0.00% | +1,960+8.9% | Added |
| Manufacturers Life Insurance Company, The | 24,646 | $665.0K | 0.00% | −755,756−96.8% | Reduced |
| Citadel Advisors LLC | 25,293 | $682.0K | 0.00% | −11,075−30.5% | Reduced |
| First Republic Investment Management, Inc. | 25,332 | $683.0K | 0.00% | −3,931−13.4% | Reduced |
| Victory Capital Management Inc | 26,138 | $705.0K | 0.00% | +26,138 | New |
| State Board of Administration of Florida Retirement System | 26,844 | $724.0K | 0.00% | 00.0% | Unchanged |
| EJF Capital LLC | 27,683 | $747.0K | 0.07% | −109,173−79.8% | Reduced |
| AQR Capital Management LLC | 28,413 | $767.0K | 0.00% | +28,413 | New |
| Franklin Resources Inc | 28,577 | $771.0K | 0.00% | +28,577 | New |
| SummerHaven Investment Management, LLC | 30,309 | $818.0K | 0.48% | −13,242−30.4% | Reduced |
| American International Group, Inc. | 30,699 | $828.0K | 0.00% | −2,422−7.3% | Reduced |
| Select Asset Management & Trust | 32,245 | $870.0K | 0.63% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 32,300 | $871.0K | 0.01% | −200−0.6% | Reduced |
| Citigroup Inc | 33,544 | $905.0K | 0.00% | −26,260−43.9% | Reduced |
| Assenagon Asset Management S.A. | 35,035 | $945.0K | 0.00% | +35,035 | New |
| State of Alaska, Department of Revenue | 35,694 | $963.0K | 0.01% | +278+0.8% | Added |
| Employees Retirement System of Texas | 36,100 | $974.0K | 0.01% | +36,100 | New |
| Texas Permanent School Fund | 36,194 | $977.0K | 0.01% | −1,964−5.1% | Reduced |