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 |
|---|---|---|---|---|---|
| DuPont Capital Management Corp | 16,734 | $451.0K | 0.01% | −2,365−12.4% | Reduced |
| Ironwood Investment Management LLC | 16,545 | $446.0K | 0.23% | +19+0.1% | Added |
| State of Tennessee, Treasury Department | 16,439 | $444.0K | 0.00% | −1,752−9.6% | Reduced |
| New York State Teachers Retirement System | 15,977 | $431.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 15,062 | $406.4K | 0.00% | −3,420−18.5% | Reduced |
| Everence Capital Management Inc | 14,650 | $395.0K | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,947 | $376.0K | 0.00% | +129+0.9% | Added |
| Teachers Retirement System of the State of Kentucky | 13,200 | $356.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 12,876 | $347.4K | 0.01% | −1,949−13.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 12,796 | $345.0K | 0.04% | −396−3.0% | Reduced |
| Berkshire Bank | 12,427 | $335.0K | 0.08% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 11,300 | $305.0K | 0.00% | +11,300 | New |
| Teton Advisors, Inc. | 11,275 | $304.0K | 0.04% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 11,000 | $297.0K | 0.00% | +11,000 | New |
| The PNC Financial Services Group, Inc. | 10,914 | $295.0K | 0.00% | −1,532−12.3% | Reduced |
| 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 |
| Blueshift Asset Management, LLC | 10,326 | $279.0K | 0.02% | +10,326 | New |
| SG Americas Securities, LLC | 10,192 | $275.0K | 0.00% | +10,192 | New |
| Engineers Gate Manager LP | 9,670 | $261.0K | 0.01% | +9,670 | New |
| Shell Asset Management Co | 9,576 | $258.0K | 0.01% | −410−4.1% | Reduced |
| Trexquant Investment LP | 9,187 | $248.0K | 0.02% | +9,187 | New |
| LPL Financial LLC | 9,085 | $245.0K | 0.00% | +27+0.3% | Added |
| Public Employees Retirement Association of Colorado | 8,909 | $240.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 8,502 | $230.0K | 0.00% | +8,502 | New |
| Teacher Retirement System of Texas | 8,195 | $221.0K | 0.00% | +8,195 | New |
| Strategic Financial Services, Inc, | 8,146 | $220.0K | 0.02% | −1,000−10.9% | Reduced |
| BBVA USA | 8,096 | $218.0K | 0.01% | −1,670−17.1% | Reduced |
| HBK Sorce Advisory LLC | 8,045 | $217.0K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 7,810 | $214.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 7,555 | $204.0K | 0.00% | +7,555 | New |
| ProShare Advisors LLC | 7,533 | $203.0K | 0.00% | −7,083−48.5% | Reduced |
| Tower Research Capital LLC (TRC) | 6,739 | $182.0K | 0.00% | +5,131+319.1% | Added |
| Mutual of America Capital Management LLC | 6,524 | $176.0K | 0.00% | −755−10.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,504 | $175.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,307 | $143.0K | 0.00% | −105−1.9% | Reduced |
| Wells Fargo & Company | 4,615 | $124.0K | 0.00% | −3,270−41.5% | Reduced |
| Ameritas Investment Partners, Inc. | 3,744 | $101.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,624 | $98.0K | 0.00% | −193−5.1% | Reduced |
| Sutton Wealth Advisors Inc. | 2,323 | $62.7K | 0.02% | −9−0.4% | Reduced |
| Ellis Investment Partners, LLC | 2,194 | $59.0K | 0.01% | +20+0.9% | Added |
| Pinnacle Holdings, LLC | 2,077 | $56.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,568 | $42.0K | 0.00% | +786+100.5% | Added |
| Nisa Investment Advisors, LLC | 1,320 | $36.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,271 | $34.0K | 0.01% | −12−0.9% | Reduced |
| Eagle Bay Advisors LLC | 1,218 | $32.0K | 0.02% | +43+3.7% | Added |
| Group One Trading, L.P. | 855 | $23.0K | 0.00% | −892−51.1% | Reduced |
| Fieldpoint Private Securities, LLC | 820 | $22.0K | 0.00% | −475−36.7% | Reduced |
| Glen Eagle Advisors, LLC | 771 | $20.8K | 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 |
| Centerpoint Advisors, LLC | 500 | $13.0K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 450 | $12.0K | 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 |
| Meeder Asset Management Inc | 374 | $10.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 285 | $8.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 264 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 175 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 180 | $4.00K | 0.00% | −90−33.3% | 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 |
| Front Row Advisors LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 16 | $1.00K | 0.00% | −1−5.9% | Reduced |
| Bell Investment Advisors, Inc | 18 | $0 | 0.00% | +18 | New |
| Eidelman Virant Capital | 1,637 | – | – | +405+32.9% | Added |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −910,000−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −355,981−100.0% | Sold out |
| Tibra Equities Europe Ltd | 0 | $0 | 0.00% | −69,246−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −74,085−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −72,696−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −32,803−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −22,771−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −11,063−100.0% | Sold out |
| Carl P. Sherr & Co., LLC | 0 | $0 | 0.00% | −9,821−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −8,370−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −7,649−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −5,210−100.0% | Sold out |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −2,309−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −933−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −695−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Investment Counselors of Maryland LLC | – | – | – | – | Not filed |
| QS Investors, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| PNC Managed Account Solutions, Inc. | – | – | – | – | Not filed |