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, Q1 2022
Institutional positions in Beacon Financial Corp as of Mar 31, 2022. 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
- 183
- +5 vs. Q4 2021
- Shares held
- 38.6M
- −778.6K (−2.0%) vs. Q4 2021
- Total value
- $1.12B
- −$1.18M (−0.1%) vs. Q4 2021
- New holders
- 18
- 53 more added
- Sold out
- 13
- 67 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 5 | $0 | 0.00% | −54−91.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 12 | $0 | 0.00% | −4−25.0% | Reduced |
| Sageworth Trust Co | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 32 | $2.00K | 0.00% | +16+100.0% | Added |
| Sageworth Trust Co of South Dakota | 109 | $3.00K | 0.01% | −19−14.8% | Reduced |
| CWM, LLC | 109 | $3.00K | 0.00% | −3−2.7% | Reduced |
| Gemmer Asset Management LLC | 111 | $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 |
| Barrow Hanley Mewhinney & Strauss LLC | 138 | $4.00K | 0.00% | −1,395−91.0% | Reduced |
| Tarbox Family Office, Inc. | 122 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 180 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 246 | $7.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 245 | $7.00K | 0.00% | +245 | New |
| Community Bank, N.A. | 264 | $8.00K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 297 | $9.00K | 0.00% | +297 | New |
| Fieldpoint Private Securities, LLC | 335 | $10.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 346 | $10.0K | 0.00% | +346 | New |
| Lindbrook Capital, LLC | 411 | $12.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 450 | $13.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 448 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 438 | $13.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 492 | $14.0K | 0.00% | +492 | New |
| Whittier Trust Co | 583 | $17.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 759 | $22.0K | 0.02% | −513−40.3% | Reduced |
| Glen Eagle Advisors, LLC | 771 | $22.3K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 900 | $26.0K | 0.04% | +900 | New |
| Umb Bank N A | 1,053 | $31.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,236 | $35.0K | 0.00% | +1,236 | New |
| Versant Capital Management, Inc | 1,265 | $37.0K | 0.01% | −6−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,317 | $38.0K | 0.00% | +630+91.7% | Added |
| Advisor Group Holdings, Inc. | 1,493 | $43.0K | 0.00% | −248−14.2% | Reduced |
| Pinnacle Holdings, LLC | 2,077 | $60.2K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,145 | $62.1K | 0.02% | −192−8.2% | Reduced |
| Ellis Investment Partners, LLC | 2,211 | $64.0K | 0.02% | +8+0.4% | Added |
| Nisa Investment Advisors, LLC | 3,020 | $87.0K | 0.00% | +3,020 | New |
| Metropolitan Life Insurance Co | 3,179 | $92.1K | 0.00% | −9,697−75.3% | Reduced |
| Ameritas Investment Partners, Inc. | 3,744 | $108.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,836 | $140.0K | 0.00% | +4,386+974.7% | Added |
| US Bancorp | 5,126 | $148.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,291 | $153.0K | 0.00% | +1,674+46.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,519 | $189.0K | 0.00% | +15+0.2% | Added |
| Brinker Capital Investments, LLC | 6,947 | $201.0K | 0.00% | −811−10.5% | Reduced |
| Mutual of America Capital Management LLC | 7,012 | $203.0K | 0.00% | +364+5.5% | Added |
| Advisor Partners LLC | 7,107 | $206.0K | 0.01% | +7,107 | New |
| Jane Street Group, LLC | 7,203 | $209.0K | 0.00% | +7,203 | New |
| Journey Strategic Wealth LLC | 7,391 | $214.0K | 0.02% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 7,436 | $215.0K | 0.03% | +7,436 | New |
| HBK Sorce Advisory LLC | 8,045 | $233.0K | 0.01% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 8,146 | $236.0K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 8,357 | $242.0K | 0.00% | +1,162+16.2% | Added |
| Shell Asset Management Co | 8,382 | $243.0K | 0.01% | −1,240−12.9% | Reduced |
| American Century Companies Inc | 8,833 | $256.0K | 0.00% | +1,617+22.4% | Added |
| Public Employees Retirement Association of Colorado | 8,909 | $258.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 9,126 | $264.0K | 0.00% | +21+0.2% | Added |
| Plimoth Trust Co LLC | 9,294 | $269.0K | 0.07% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 9,872 | $286.0K | 0.00% | −228−2.3% | Reduced |
| Teacher Retirement System of Texas | 9,995 | $290.0K | 0.00% | +595+6.3% | Added |
| Janus Henderson Group PLC | 10,285 | $298.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,867 | $315.0K | 0.00% | −1,346−11.0% | Reduced |
| Berkshire Bank | 10,977 | $318.0K | 0.08% | −450−3.9% | Reduced |
| Teton Advisors, Inc. | 11,275 | $327.0K | 0.06% | 00.0% | Unchanged |
| APG Asset Management N.V. | 12,600 | $328.0K | 0.00% | +12,600 | New |
| Trexquant Investment LP | 11,342 | $329.0K | 0.02% | +11,342 | New |
| SlateStone Wealth, LLC | 12,180 | $353.0K | 0.08% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 12,774 | $370.0K | 0.00% | −22,607−63.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 12,796 | $371.0K | 0.04% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,153 | $381.0K | 0.00% | −16−0.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,200 | $382.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 13,444 | $390.0K | 0.00% | +12,596+1,485.4% | Added |
| IndexIQ Advisors LLC | 13,670 | $396.0K | 0.01% | −5,251−27.8% | Reduced |
| Everence Capital Management Inc | 14,650 | $424.0K | 0.03% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 14,862 | $431.0K | 0.00% | +1,932+14.9% | Added |
| New York State Teachers Retirement System | 15,277 | $443.0K | 0.00% | −600−3.8% | Reduced |
| Ironwood Investment Management LLC | 17,169 | $497.0K | 0.27% | +213+1.3% | Added |
| Cubic Asset Management, LLC | 17,555 | $509.0K | 0.12% | −100−0.6% | Reduced |
| State of Tennessee, Treasury Department | 18,235 | $528.0K | 0.00% | +1,796+10.9% | Added |
| Los Angeles Capital Management LLC | 18,319 | $531.0K | 0.00% | +920+5.3% | Added |
| Oregon Public Employees Retirement Fund | 18,458 | $535.0K | 0.01% | −400−2.1% | Reduced |
| The PNC Financial Services Group, Inc. | 18,638 | $540.0K | 0.00% | +209+1.1% | Added |
| Maryland State Retirement & Pension System | 19,682 | $570.0K | 0.02% | +430+2.2% | Added |
| Manufacturers Life Insurance Company, The | 20,008 | $579.6K | 0.00% | −4,954−19.8% | Reduced |
| ExodusPoint Capital Management, LP | 20,390 | $591.0K | 0.01% | +20,390 | New |
| AQR Capital Management LLC | 21,709 | $629.0K | 0.00% | −536−2.4% | Reduced |
| First Republic Investment Management, Inc. | 21,746 | $630.0K | 0.00% | −3,539−14.0% | Reduced |
| Amalgamated Bank | 21,888 | $634.0K | 0.00% | −1,148−5.0% | Reduced |
| Amalgamated Financial Corp. | 21,888 | $634.0K | 0.01% | +21,888 | New |
| Royal Bank of Canada | 22,009 | $638.0K | 0.00% | −5,563−20.2% | Reduced |
| Ensign Peak Advisors, Inc | 22,590 | $654.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 23,700 | $678.0K | 0.02% | +100+0.4% | Added |
| Stifel Financial Corp | 23,763 | $688.0K | 0.00% | +988+4.3% | Added |
| Renaissance Technologies LLC | 24,000 | $695.0K | 0.00% | +24,000 | New |
| Eaton Vance Management | 24,326 | $705.0K | 0.00% | +61+0.3% | Added |
| Qube Research & Technologies Ltd | 26,164 | $758.0K | 0.01% | +10,555+67.6% | Added |
| MetLife Investment Management | 26,548 | $769.1K | 0.00% | +9,697+57.5% | Added |
| State Board of Administration of Florida Retirement System | 26,679 | $773.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 26,800 | $776.0K | 0.00% | −4,000−13.0% | Reduced |
| American International Group, Inc. | 28,004 | $811.0K | 0.00% | −1,719−5.8% | Reduced |