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, Q2 2022
Institutional positions in Beacon Financial Corp as of Jun 30, 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
- 175
- −4 vs. Q1 2022
- Shares held
- 36.9M
- −1.34M (−3.5%) vs. Q1 2022
- Total value
- $913.6M
- −$193.7M (−17.5%) vs. Q1 2022
- New holders
- 21
- 39 more added
- Sold out
- 25
- 82 more reduced
4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| Covestor Ltd | 9 | $0 | 0.00% | −3−25.0% | Reduced |
| Global Retirement Partners, LLC | 18 | $0 | 0.00% | +18 | New |
| Sageworth Trust Co of South Dakota | 55 | $1.00K | 0.00% | −54−49.5% | Reduced |
| IFP Advisors, Inc | 16 | $1.00K | 0.00% | −16−50.0% | Reduced |
| Sageworth Trust Co | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 92 | $2.00K | 0.00% | −2−2.1% | Reduced |
| Wagner Wealth Management, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 138 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 104 | $3.00K | 0.00% | −1−1.0% | Reduced |
| First Manhattan Co | 180 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 154 | $4.00K | 0.00% | +154 | New |
| Fieldpoint Private Securities, LLC | 210 | $5.00K | 0.00% | −125−37.3% | Reduced |
| GW&K Investment Management, LLC | 245 | $6.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 246 | $6.00K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 245 | $6.00K | 0.00% | +245 | New |
| TCI Wealth Advisors, Inc. | 285 | $7.00K | 0.00% | −163−36.4% | Reduced |
| Community Bank, N.A. | 264 | $7.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 382 | $9.00K | 0.00% | +36+10.4% | Added |
| Lindbrook Capital, LLC | 404 | $10.0K | 0.00% | −7−1.7% | Reduced |
| Fifth Third Bancorp | 438 | $11.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 450 | $11.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 583 | $14.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 600 | $15.0K | 0.00% | +600 | New |
| Eagle Bay Advisors LLC | 705 | $17.5K | 0.01% | −54−7.1% | Reduced |
| Glen Eagle Advisors, LLC | 771 | $19.1K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,053 | $26.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,235 | $31.0K | 0.01% | −30−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 1,464 | $36.0K | 0.00% | −29−1.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,639 | $41.0K | 0.00% | +322+24.4% | Added |
| Pinnacle Holdings, LLC | 2,077 | $51.4K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,144 | $53.1K | 0.02% | −10.0% | Reduced |
| Ellis Investment Partners, LLC | 2,222 | $55.0K | 0.01% | +11+0.5% | Added |
| Nisa Investment Advisors, LLC | 2,290 | $57.0K | 0.00% | −730−24.2% | Reduced |
| Lazard Asset Management LLC | 2,595 | $64.0K | 0.00% | +1,359+110.0% | Added |
| Metropolitan Life Insurance Co | 2,724 | $67.5K | 0.00% | −455−14.3% | Reduced |
| Trust Co of Vermont | 3,000 | $74.0K | 0.01% | +3,000 | New |
| Ameritas Investment Partners, Inc. | 3,744 | $92.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 3,857 | $96.0K | 0.00% | +3,857 | New |
| Captrust Financial Advisors | 4,939 | $122.0K | 0.00% | −352−6.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,027 | $124.0K | 0.00% | −25,147−83.3% | Reduced |
| US Bancorp | 5,082 | $126.0K | 0.00% | −44−0.9% | Reduced |
| Federated Hermes, Inc. | 5,340 | $132.0K | 0.00% | +504+10.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,504 | $161.0K | 0.00% | −15−0.2% | Reduced |
| Mutual of America Capital Management LLC | 7,948 | $197.0K | 0.00% | +936+13.3% | Added |
| Strategic Financial Services, Inc, | 8,146 | $202.0K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 8,396 | $208.0K | 0.01% | +14+0.2% | Added |
| Plimoth Trust Co LLC | 8,794 | $218.0K | 0.07% | −500−5.4% | Reduced |
| Public Employees Retirement Association of Colorado | 8,909 | $221.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 9,139 | $226.0K | 0.00% | +13+0.1% | Added |
| Mirabella Financial Services LLP | 9,920 | $246.0K | 0.02% | +9,920 | New |
| Janus Henderson Group PLC | 10,285 | $255.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 10,250 | $261.0K | 0.00% | −21,598−67.8% | Reduced |
| Berkshire Bank | 10,977 | $272.0K | 0.08% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 11,151 | $276.0K | 0.00% | +11,151 | New |
| Teton Advisors, Inc. | 11,275 | $279.0K | 0.06% | 00.0% | Unchanged |
| American Century Companies Inc | 11,451 | $284.0K | 0.00% | +2,618+29.6% | Added |
| UBS Group AG | 11,604 | $288.0K | 0.00% | −20,534−63.9% | Reduced |
| Cambria Investment Management, L.P. | 11,830 | $293.0K | 0.04% | +4,394+59.1% | Added |
| SlateStone Wealth, LLC | 12,180 | $302.0K | 0.08% | 00.0% | Unchanged |
| Arizona State Retirement System | 12,527 | $310.0K | 0.00% | −626−4.8% | Reduced |
| Wells Fargo & Company | 12,775 | $316.0K | 0.00% | −34,633−73.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 12,796 | $317.0K | 0.04% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 13,128 | $325.0K | 0.01% | +13,128 | New |
| FMR LLC | 13,959 | $346.0K | 0.00% | +515+3.8% | Added |
| Everence Capital Management Inc | 14,650 | $363.0K | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 14,646 | $363.0K | 0.00% | +14,646 | New |
| New York State Teachers Retirement System | 14,677 | $364.0K | 0.00% | −600−3.9% | Reduced |
| Quantedge Capital Pte Ltd | 15,400 | $381.0K | 0.08% | −12,600−45.0% | Reduced |
| Oregon Public Employees Retirement Fund | 15,958 | $395.0K | 0.01% | −2,500−13.5% | Reduced |
| New York Life Investment Management LLC | 16,097 | $399.0K | 0.00% | +16,097 | New |
| Ironwood Investment Management LLC | 17,182 | $426.0K | 0.28% | +13+0.1% | Added |
| Cubic Asset Management, LLC | 17,555 | $435.0K | 0.12% | 00.0% | Unchanged |
| Eaton Vance Management | 17,758 | $440.0K | 0.00% | −6,568−27.0% | Reduced |
| Trexquant Investment LP | 17,879 | $443.0K | 0.02% | +6,537+57.6% | Added |
| Etfidea, LLC | 18,178 | $450.3K | 0.22% | −26,583−59.4% | Reduced |
| The PNC Financial Services Group, Inc. | 18,287 | $452.0K | 0.00% | −351−1.9% | Reduced |
| State of Tennessee, Treasury Department | 18,235 | $452.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 18,319 | $454.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 18,866 | $467.3K | 0.00% | −1,142−5.7% | Reduced |
| Maryland State Retirement & Pension System | 19,176 | $475.0K | 0.02% | −506−2.6% | Reduced |
| Franklin Resources Inc | 19,221 | $476.0K | 0.00% | −9,280−32.6% | Reduced |
| BNP Paribas Arbitrage, SA | 19,942 | $494.0K | 0.00% | −8,111−28.9% | Reduced |
| Cubist Systematic Strategies, LLC | 20,533 | $509.0K | 0.00% | −8,741−29.9% | Reduced |
| Amalgamated Bank | 21,243 | $526.0K | 0.00% | −645−2.9% | Reduced |
| Rafferty Asset Management, LLC | 21,433 | $531.0K | 0.00% | −7,931−27.0% | Reduced |
| First Republic Investment Management, Inc. | 21,560 | $534.0K | 0.00% | −186−0.9% | Reduced |
| Ensign Peak Advisors, Inc | 22,590 | $560.0K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 23,165 | $574.0K | 0.15% | +23,165 | New |
| Louisiana State Employees Retirement System | 22,900 | $588.0K | 0.02% | −800−3.4% | Reduced |
| Rutabaga Capital Management LLC | 23,792 | $589.0K | 0.47% | +23,792 | New |
| Royal Bank of Canada | 23,854 | $591.0K | 0.00% | +1,845+8.4% | Added |
| American International Group, Inc. | 25,093 | $622.0K | 0.00% | −2,911−10.4% | Reduced |
| MetLife Investment Management | 25,164 | $623.3K | 0.00% | −1,384−5.2% | Reduced |
| Barclays PLC | 25,679 | $636.0K | 0.00% | −62,765−71.0% | Reduced |
| Stifel Financial Corp | 25,788 | $639.0K | 0.00% | +2,025+8.5% | Added |
| State Board of Administration of Florida Retirement System | 26,679 | $661.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 27,903 | $691.0K | 0.00% | −8,257−22.8% | Reduced |
| PDT Partners, LLC | 28,310 | $701.0K | 0.06% | +28,310 | New |
| Citigroup Inc | 30,128 | $746.0K | 0.00% | −17,449−36.7% | Reduced |