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, Q4 2021
Institutional positions in Beacon Financial Corp as of Dec 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
- 178
- +11 vs. Q3 2021
- Shares held
- 39.4M
- +783.6K (+2.0%) vs. Q3 2021
- Total value
- $1.12B
- +$78.4M (+7.5%) vs. Q3 2021
- New holders
- 28
- 48 more added
- Sold out
- 17
- 62 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 16 | $0 | 0.00% | +16 | New |
| Covestor Ltd | 16 | $0 | 0.00% | +16 | New |
| McDonald Partners LLC | 11 | $313 | 0.00% | +11 | New |
| Absolute Capital Management, LLC | 11 | $313 | 0.00% | +11 | New |
| Sageworth Trust Co | 40 | $1.00K | 0.00% | −135−77.1% | Reduced |
| IFP Advisors, Inc | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 59 | $2.00K | 0.00% | +59 | New |
| Tarbox Family Office, Inc. | 122 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 105 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 112 | $3.00K | 0.00% | +112 | New |
| Gemmer Asset Management LLC | 111 | $3.00K | 0.00% | +111 | New |
| Sageworth Trust Co of South Dakota | 128 | $4.00K | 0.01% | +128 | New |
| First Manhattan Co | 180 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 246 | $7.00K | 0.00% | +246 | New |
| Community Bank, N.A. | 264 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 331 | $9.00K | 0.00% | +331 | New |
| Fieldpoint Private Securities, LLC | 335 | $10.0K | 0.00% | −485−59.1% | Reduced |
| Fifth Third Bancorp | 438 | $12.0K | 0.00% | +38+9.5% | Added |
| Lindbrook Capital, LLC | 411 | $12.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 450 | $13.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 450 | $13.0K | 0.00% | +24+5.6% | Added |
| TCI Wealth Advisors, Inc. | 448 | $13.0K | 0.00% | +163+57.2% | Added |
| Whittier Trust Co | 583 | $17.0K | 0.00% | +583 | New |
| Tower Research Capital LLC (TRC) | 687 | $20.0K | 0.00% | −6,052−89.8% | Reduced |
| Glen Eagle Advisors, LLC | 771 | $21.9K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 848 | $24.0K | 0.00% | +118+16.2% | Added |
| Umb Bank N A | 1,053 | $30.0K | 0.00% | +1,053 | New |
| Versant Capital Management, Inc | 1,271 | $36.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,272 | $36.0K | 0.02% | +54+4.4% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,533 | $44.0K | 0.00% | +811+112.3% | Added |
| Advisor Group Holdings, Inc. | 1,741 | $49.0K | 0.00% | +173+11.0% | Added |
| Pinnacle Holdings, LLC | 2,077 | $59.0K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,203 | $62.0K | 0.01% | +9+0.4% | Added |
| Sutton Wealth Advisors Inc. | 2,337 | $66.4K | 0.02% | +14+0.6% | Added |
| Captrust Financial Advisors | 3,617 | $103.0K | 0.00% | −7−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,744 | $106.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 4,510 | $128.0K | 0.01% | +4,510 | New |
| US Bancorp | 5,126 | $146.0K | 0.00% | −181−3.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,504 | $185.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 6,648 | $189.0K | 0.00% | +124+1.9% | Added |
| Private Advisor Group, LLC | 7,195 | $205.0K | 0.00% | −3,594−33.3% | Reduced |
| American Century Companies Inc | 7,216 | $205.0K | 0.00% | +7,216 | New |
| Journey Strategic Wealth LLC | 7,391 | $210.0K | 0.02% | +7,391 | New |
| Cubist Systematic Strategies, LLC | 7,560 | $215.0K | 0.00% | −12,503−62.3% | Reduced |
| Brinker Capital Investments, LLC | 7,758 | $221.0K | 0.00% | −52−0.7% | Reduced |
| HBK Sorce Advisory LLC | 8,045 | $229.0K | 0.01% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 8,146 | $232.0K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,909 | $253.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 9,105 | $259.0K | 0.00% | +20+0.2% | Added |
| Plimoth Trust Co LLC | 9,294 | $264.0K | 0.07% | −1,500−13.9% | Reduced |
| Teacher Retirement System of Texas | 9,400 | $267.0K | 0.00% | +1,205+14.7% | Added |
| Shell Asset Management Co | 9,622 | $274.0K | 0.01% | +46+0.5% | Added |
| Schonfeld Strategic Advisors LLC | 9,700 | $275.0K | 0.00% | −1,600−14.2% | Reduced |
| Susquehanna International Group, LLP | 10,100 | $287.0K | 0.00% | +10,100 | New |
| Janus Henderson Group PLC | 10,285 | $292.0K | 0.00% | +10,285 | New |
| State of Wisconsin Investment Board | 11,000 | $313.0K | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 11,200 | $318.0K | 0.01% | −42,000−78.9% | Reduced |
| Teton Advisors, Inc. | 11,275 | $321.0K | 0.05% | 00.0% | Unchanged |
| Berkshire Bank | 11,427 | $325.0K | 0.07% | −1,000−8.0% | Reduced |
| SlateStone Wealth, LLC | 12,180 | $346.0K | 0.07% | +12,180 | New |
| ProShare Advisors LLC | 12,213 | $347.0K | 0.00% | +4,680+62.1% | Added |
| Beese Fulmer Investment Management, Inc. | 12,796 | $364.0K | 0.04% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 12,876 | $366.1K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 12,930 | $368.0K | 0.00% | +12,930 | New |
| Arizona State Retirement System | 13,169 | $374.0K | 0.00% | −778−5.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,200 | $375.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 14,650 | $416.0K | 0.03% | 00.0% | Unchanged |
| HSBC Holdings PLC | 14,740 | $416.0K | 0.00% | +6,238+73.4% | Added |
| Qube Research & Technologies Ltd | 15,609 | $444.0K | 0.00% | +8,054+106.6% | Added |
| New York State Teachers Retirement System | 15,877 | $451.0K | 0.00% | −100−0.6% | Reduced |
| State of Tennessee, Treasury Department | 16,439 | $467.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 16,851 | $479.1K | 0.00% | +1,789+11.9% | Added |
| Ironwood Investment Management LLC | 16,956 | $482.0K | 0.24% | +411+2.5% | Added |
| Los Angeles Capital Management LLC | 17,399 | $495.0K | 0.00% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 17,600 | $500.0K | 0.21% | +17,600 | New |
| Cubic Asset Management, LLC | 17,655 | $502.0K | 0.11% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 18,429 | $524.0K | 0.00% | +7,515+68.9% | Added |
| Oregon Public Employees Retirement Fund | 18,858 | $536.0K | 0.01% | −1,579−7.7% | Reduced |
| IndexIQ Advisors LLC | 18,921 | $538.0K | 0.02% | −1,222−6.1% | Reduced |
| Bank of Montreal | 19,164 | $546.0K | 0.00% | −2,615−12.0% | Reduced |
| Maryland State Retirement & Pension System | 19,252 | $547.0K | 0.01% | 00.0% | Unchanged |
| Strategic Value Bank Partners LLC | 21,203 | $603.0K | 0.55% | +21,203 | New |
| AQR Capital Management LLC | 22,245 | $632.0K | 0.00% | −6,168−21.7% | Reduced |
| Ensign Peak Advisors, Inc | 22,590 | $642.0K | 0.00% | −15,610−40.9% | Reduced |
| Stifel Financial Corp | 22,775 | $648.0K | 0.00% | −917−3.9% | Reduced |
| Amalgamated Bank | 23,036 | $655.0K | 0.00% | −476−2.0% | Reduced |
| Louisiana State Employees Retirement System | 23,600 | $671.0K | 0.01% | 00.0% | Unchanged |
| Eaton Vance Management | 24,265 | $690.0K | 0.00% | +284+1.2% | Added |
| Manufacturers Life Insurance Company, The | 24,962 | $710.0K | 0.00% | +316+1.3% | Added |
| First Republic Investment Management, Inc. | 25,285 | $719.0K | 0.00% | −47−0.2% | Reduced |
| Etfidea, LLC | 25,842 | $734.7K | 0.30% | +25,842 | New |
| State Board of Administration of Florida Retirement System | 26,679 | $758.0K | 0.00% | −165−0.6% | Reduced |
| Guggenheim Capital LLC | 26,713 | $759.0K | 0.00% | +3,336+14.3% | Added |
| Royal Bank of Canada | 27,572 | $784.0K | 0.00% | +3,555+14.8% | Added |
| Franklin Resources Inc | 28,501 | $810.0K | 0.00% | −76−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 28,590 | $812.0K | 0.00% | +28,590 | New |
| Public Employees Retirement System of Ohio | 28,691 | $816.0K | 0.00% | +5,450+23.4% | Added |
| American International Group, Inc. | 29,723 | $845.0K | 0.00% | −976−3.2% | Reduced |