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 |
|---|---|---|---|---|---|
| Quantedge Capital Pte Ltd | 17,600 | $500.0K | 0.21% | +17,600 | New |
| Los Angeles Capital Management LLC | 17,399 | $495.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 16,956 | $482.0K | 0.24% | +411+2.5% | Added |
| MetLife Investment Management | 16,851 | $479.1K | 0.00% | +1,789+11.9% | Added |
| State of Tennessee, Treasury Department | 16,439 | $467.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 15,877 | $451.0K | 0.00% | −100−0.6% | Reduced |
| Qube Research & Technologies Ltd | 15,609 | $444.0K | 0.00% | +8,054+106.6% | Added |
| 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 |
| Teachers Retirement System of the State of Kentucky | 13,200 | $375.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,169 | $374.0K | 0.00% | −778−5.6% | Reduced |
| Natixis Advisors, L.P. | 12,930 | $368.0K | 0.00% | +12,930 | New |
| Metropolitan Life Insurance Co | 12,876 | $366.1K | 0.00% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 12,796 | $364.0K | 0.04% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,213 | $347.0K | 0.00% | +4,680+62.1% | Added |
| SlateStone Wealth, LLC | 12,180 | $346.0K | 0.07% | +12,180 | New |
| Berkshire Bank | 11,427 | $325.0K | 0.07% | −1,000−8.0% | Reduced |
| Teton Advisors, Inc. | 11,275 | $321.0K | 0.05% | 00.0% | Unchanged |
| Ergoteles LLC | 11,200 | $318.0K | 0.01% | −42,000−78.9% | Reduced |
| State of Wisconsin Investment Board | 11,000 | $313.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 10,285 | $292.0K | 0.00% | +10,285 | New |
| Susquehanna International Group, LLP | 10,100 | $287.0K | 0.00% | +10,100 | New |
| Schonfeld Strategic Advisors LLC | 9,700 | $275.0K | 0.00% | −1,600−14.2% | Reduced |
| Shell Asset Management Co | 9,622 | $274.0K | 0.01% | +46+0.5% | Added |
| Teacher Retirement System of Texas | 9,400 | $267.0K | 0.00% | +1,205+14.7% | Added |
| Plimoth Trust Co LLC | 9,294 | $264.0K | 0.07% | −1,500−13.9% | Reduced |
| LPL Financial LLC | 9,105 | $259.0K | 0.00% | +20+0.2% | Added |
| Public Employees Retirement Association of Colorado | 8,909 | $253.0K | 0.00% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 8,146 | $232.0K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,045 | $229.0K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 7,758 | $221.0K | 0.00% | −52−0.7% | Reduced |
| Cubist Systematic Strategies, LLC | 7,560 | $215.0K | 0.00% | −12,503−62.3% | Reduced |
| Journey Strategic Wealth LLC | 7,391 | $210.0K | 0.02% | +7,391 | New |
| 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 |
| Mutual of America Capital Management LLC | 6,648 | $189.0K | 0.00% | +124+1.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,504 | $185.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,126 | $146.0K | 0.00% | −181−3.4% | Reduced |
| Trust Co of Vermont | 4,510 | $128.0K | 0.01% | +4,510 | New |
| Ameritas Investment Partners, Inc. | 3,744 | $106.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,617 | $103.0K | 0.00% | −7−0.2% | Reduced |
| Sutton Wealth Advisors Inc. | 2,337 | $66.4K | 0.02% | +14+0.6% | Added |
| Ellis Investment Partners, LLC | 2,203 | $62.0K | 0.01% | +9+0.4% | Added |
| Pinnacle Holdings, LLC | 2,077 | $59.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,741 | $49.0K | 0.00% | +173+11.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,533 | $44.0K | 0.00% | +811+112.3% | Added |
| 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 |
| Umb Bank N A | 1,053 | $30.0K | 0.00% | +1,053 | New |
| FMR LLC | 848 | $24.0K | 0.00% | +118+16.2% | Added |
| Glen Eagle Advisors, LLC | 771 | $21.9K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 687 | $20.0K | 0.00% | −6,052−89.8% | Reduced |
| Whittier Trust Co | 583 | $17.0K | 0.00% | +583 | New |
| 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 |
| Fifth Third Bancorp | 438 | $12.0K | 0.00% | +38+9.5% | Added |
| Lindbrook Capital, LLC | 411 | $12.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 335 | $10.0K | 0.00% | −485−59.1% | Reduced |
| First Horizon Advisors, Inc. | 331 | $9.00K | 0.00% | +331 | New |
| Community Bank, N.A. | 264 | $8.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 246 | $7.00K | 0.00% | +246 | New |
| First Manhattan Co | 180 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 128 | $4.00K | 0.01% | +128 | 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 |
| Parkside Financial Bank & Trust | 59 | $2.00K | 0.00% | +59 | 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 |
| McDonald Partners LLC | 11 | $313 | 0.00% | +11 | New |
| Absolute Capital Management, LLC | 11 | $313 | 0.00% | +11 | New |
| Cullen/Frost Bankers, Inc. | 16 | $0 | 0.00% | +16 | New |
| Covestor Ltd | 16 | $0 | 0.00% | +16 | New |
| Eidelman Virant Capital | 1,631 | – | – | −6−0.4% | Reduced |
| HRT Financial LP | 0 | $0 | 0.00% | −90,503−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −82,267−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −55,721−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −48,186−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −47,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −36,557−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −25,293−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −16,734−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −10,326−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,192−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −9,670−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −9,187−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −1,320−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −855−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| BBVA USA | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |