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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 19,682 | $570.0K | 0.02% | +430+2.2% | Added |
| The PNC Financial Services Group, Inc. | 18,638 | $540.0K | 0.00% | +209+1.1% | Added |
| Oregon Public Employees Retirement Fund | 18,458 | $535.0K | 0.01% | −400−2.1% | Reduced |
| Los Angeles Capital Management LLC | 18,319 | $531.0K | 0.00% | +920+5.3% | Added |
| State of Tennessee, Treasury Department | 18,235 | $528.0K | 0.00% | +1,796+10.9% | Added |
| Cubic Asset Management, LLC | 17,555 | $509.0K | 0.12% | −100−0.6% | Reduced |
| Ironwood Investment Management LLC | 17,169 | $497.0K | 0.27% | +213+1.3% | Added |
| New York State Teachers Retirement System | 15,277 | $443.0K | 0.00% | −600−3.8% | Reduced |
| Natixis Advisors, L.P. | 14,862 | $431.0K | 0.00% | +1,932+14.9% | Added |
| Everence Capital Management Inc | 14,650 | $424.0K | 0.03% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 13,670 | $396.0K | 0.01% | −5,251−27.8% | Reduced |
| FMR LLC | 13,444 | $390.0K | 0.00% | +12,596+1,485.4% | Added |
| Teachers Retirement System of the State of Kentucky | 13,200 | $382.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,153 | $381.0K | 0.00% | −16−0.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 12,796 | $371.0K | 0.04% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 12,774 | $370.0K | 0.00% | −22,607−63.9% | Reduced |
| SlateStone Wealth, LLC | 12,180 | $353.0K | 0.08% | 00.0% | Unchanged |
| Trexquant Investment LP | 11,342 | $329.0K | 0.02% | +11,342 | New |
| APG Asset Management N.V. | 12,600 | $328.0K | 0.00% | +12,600 | New |
| Teton Advisors, Inc. | 11,275 | $327.0K | 0.06% | 00.0% | Unchanged |
| Berkshire Bank | 10,977 | $318.0K | 0.08% | −450−3.9% | Reduced |
| ProShare Advisors LLC | 10,867 | $315.0K | 0.00% | −1,346−11.0% | Reduced |
| Janus Henderson Group PLC | 10,285 | $298.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 9,995 | $290.0K | 0.00% | +595+6.3% | Added |
| Susquehanna International Group, LLP | 9,872 | $286.0K | 0.00% | −228−2.3% | Reduced |
| Plimoth Trust Co LLC | 9,294 | $269.0K | 0.07% | 00.0% | Unchanged |
| LPL Financial LLC | 9,126 | $264.0K | 0.00% | +21+0.2% | Added |
| Public Employees Retirement Association of Colorado | 8,909 | $258.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 8,833 | $256.0K | 0.00% | +1,617+22.4% | Added |
| Shell Asset Management Co | 8,382 | $243.0K | 0.01% | −1,240−12.9% | Reduced |
| Private Advisor Group, LLC | 8,357 | $242.0K | 0.00% | +1,162+16.2% | Added |
| Strategic Financial Services, Inc, | 8,146 | $236.0K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,045 | $233.0K | 0.01% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 7,436 | $215.0K | 0.03% | +7,436 | New |
| Journey Strategic Wealth LLC | 7,391 | $214.0K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 7,203 | $209.0K | 0.00% | +7,203 | New |
| Advisor Partners LLC | 7,107 | $206.0K | 0.01% | +7,107 | New |
| Mutual of America Capital Management LLC | 7,012 | $203.0K | 0.00% | +364+5.5% | Added |
| Brinker Capital Investments, LLC | 6,947 | $201.0K | 0.00% | −811−10.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,519 | $189.0K | 0.00% | +15+0.2% | Added |
| Captrust Financial Advisors | 5,291 | $153.0K | 0.00% | +1,674+46.3% | Added |
| US Bancorp | 5,126 | $148.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,836 | $140.0K | 0.00% | +4,386+974.7% | Added |
| Ameritas Investment Partners, Inc. | 3,744 | $108.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,179 | $92.1K | 0.00% | −9,697−75.3% | Reduced |
| Nisa Investment Advisors, LLC | 3,020 | $87.0K | 0.00% | +3,020 | New |
| Ellis Investment Partners, LLC | 2,211 | $64.0K | 0.02% | +8+0.4% | Added |
| Sutton Wealth Advisors Inc. | 2,145 | $62.1K | 0.02% | −192−8.2% | Reduced |
| Pinnacle Holdings, LLC | 2,077 | $60.2K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,493 | $43.0K | 0.00% | −248−14.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,317 | $38.0K | 0.00% | +630+91.7% | Added |
| Versant Capital Management, Inc | 1,265 | $37.0K | 0.01% | −6−0.5% | Reduced |
| Lazard Asset Management LLC | 1,236 | $35.0K | 0.00% | +1,236 | New |
| Umb Bank N A | 1,053 | $31.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 900 | $26.0K | 0.04% | +900 | New |
| Glen Eagle Advisors, LLC | 771 | $22.3K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 759 | $22.0K | 0.02% | −513−40.3% | Reduced |
| Whittier Trust Co | 583 | $17.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 492 | $14.0K | 0.00% | +492 | New |
| 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 |
| Lindbrook Capital, LLC | 411 | $12.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 335 | $10.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 346 | $10.0K | 0.00% | +346 | New |
| Point72 Hong Kong Ltd | 297 | $9.00K | 0.00% | +297 | New |
| Community Bank, N.A. | 264 | $8.00K | 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 |
| First Manhattan Co | 180 | $5.00K | 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 |
| 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 |
| IFP Advisors, Inc | 32 | $2.00K | 0.00% | +16+100.0% | Added |
| Sageworth Trust Co | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −246,485−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −46,920−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −36,100−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −32,726−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −26,713−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −4,510−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −331−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Eidelman Virant Capital | 0 | $0 | 0.00% | −1,631−100.0% | Sold out |