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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 30,378 | $752.0K | 0.00% | −4,166−12.1% | Reduced |
| Public Employees Retirement System of Ohio | 30,528 | $756.0K | 0.00% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 31,683 | $785.0K | 0.53% | 00.0% | Unchanged |
| Jane Street Group, LLC | 31,719 | $786.0K | 0.00% | +24,516+340.4% | Added |
| New York State Common Retirement Fund | 32,189 | $797.0K | 0.00% | −4,500−12.3% | Reduced |
| Select Asset Management & Trust | 32,245 | $799.0K | 0.86% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 33,300 | $825.0K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 34,277 | $849.0K | 0.00% | +12,568+57.9% | Added |
| Texas Permanent School Fund | 34,362 | $851.0K | 0.01% | −141−0.4% | Reduced |
| GWM Advisors LLC | 34,795 | $862.0K | 0.01% | +37+0.1% | Added |
| State of Alaska, Department of Revenue | 35,779 | $886.0K | 0.01% | +1,930+5.7% | Added |
| Yousif Capital Management, LLC | 36,755 | $910.0K | 0.01% | −8,119−18.1% | Reduced |
| Credit Suisse AG | 37,838 | $937.0K | 0.00% | −2,648−6.5% | Reduced |
| Voloridge Investment Management, LLC | 39,580 | $980.0K | 0.01% | +39,580 | New |
| Comerica Bank | 38,221 | $981.0K | 0.01% | −4,104−9.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 43,140 | $1.07M | 0.01% | +1,184+2.8% | Added |
| Ziegler Capital Management, LLC | 44,782 | $1.11M | 0.05% | +44,782 | New |
| Two Sigma Investments, LP | 45,039 | $1.12M | 0.00% | +45,039 | New |
| Great West Life Assurance Co | 45,678 | $1.13M | 0.00% | +3,841+9.2% | Added |
| Deutsche Bank AG | 47,514 | $1.18M | 0.00% | −50,020−51.3% | Reduced |
| HRT Financial LP | 48,262 | $1.20M | 0.01% | +13,558+39.1% | Added |
| Prelude Capital Management, LLC | 48,572 | $1.20M | 0.06% | +48,572 | New |
| Millennium Management LLC | 50,067 | $1.24M | 0.00% | +12,318+32.6% | Added |
| Two Sigma Advisers, LP | 57,100 | $1.41M | 0.00% | +30,300+113.1% | Added |
| California State Teachers Retirement System | 59,105 | $1.46M | 0.00% | −3,461−5.5% | Reduced |
| Brandywine Global Investment Management, LLC | 61,297 | $1.52M | 0.01% | −3,178−4.9% | Reduced |
| Jennison Associates LLC | 67,580 | $1.67M | 0.00% | +35,407+110.1% | Added |
| UBS Asset Management Americas Inc | 68,746 | $1.70M | 0.00% | −5,629−7.6% | Reduced |
| D. E. Shaw & Co., Inc. | 68,955 | $1.71M | 0.00% | −6,968−9.2% | Reduced |
| Bank of America Corp | 80,083 | $1.98M | 0.00% | −18,679−18.9% | Reduced |
| Public Sector Pension Investment Board | 87,602 | $2.17M | 0.02% | −3,234−3.6% | Reduced |
| SEI Investments Co | 100,082 | $2.48M | 0.01% | −72,398−42.0% | Reduced |
| HSBC Holdings PLC | 99,706 | $2.48M | 0.00% | +40,502+68.4% | Added |
| Renaissance Technologies LLC | 100,400 | $2.49M | 0.00% | +76,400+318.3% | Added |
| First Trust Advisors LP | 101,225 | $2.51M | 0.00% | +101,225 | New |
| Prudential Financial Inc | 101,996 | $2.53M | 0.00% | −5,875−5.4% | Reduced |
| Swiss National Bank | 108,900 | $2.70M | 0.00% | −6,100−5.3% | Reduced |
| JPMorgan Chase & Co | 116,686 | $2.89M | 0.00% | +22,272+23.6% | Added |
| Voya Investment Management LLC | 118,440 | $2.93M | 0.01% | +57,918+95.7% | Added |
| Legal & General Group Plc | 134,862 | $3.34M | 0.00% | −9,070−6.3% | Reduced |
| BHZ Capital Management, LP | 137,348 | $3.40M | 1.66% | −83,052−37.7% | Reduced |
| Rhumbline Advisers | 137,599 | $3.41M | 0.00% | +1,753+1.3% | Added |
| Commonwealth Equity Services, LLC | 143,971 | $3.57M | 0.01% | +3,271+2.3% | Added |
| Basswood Capital Management, L.L.C. | 147,794 | $3.66M | 0.23% | 00.0% | Unchanged |
| Grace & White Inc | 165,432 | $4.10M | 0.85% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 182,497 | $4.52M | 0.03% | −8,645−4.5% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 187,443 | $4.64M | 2.00% | −24,000−11.4% | Reduced |
| Strategic Value Bank Partners LLC | 213,674 | $5.29M | 4.09% | +97,763+84.3% | Added |
| Verition Fund Management LLC | 226,480 | $5.61M | 0.12% | +226,480 | New |
| Wellington Management Group LLP | 244,509 | $6.06M | 0.00% | −4,859−1.9% | Reduced |
| Principal Financial Group Inc | 292,257 | $7.24M | 0.01% | −29,238−9.1% | Reduced |
| Charles Schwab Investment Management Inc | 335,098 | $8.30M | 0.00% | −19,233−5.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 361,470 | $8.95M | 0.04% | +14,150+4.1% | Added |
| HoldCo Asset Management, L.P. | 398,923 | $9.88M | 5.39% | −1,274,279−76.2% | Reduced |
| Ameriprise Financial Inc | 407,431 | $10.1M | 0.00% | −8,611−2.1% | Reduced |
| Nuveen Asset Management, LLC | 414,055 | $10.3M | 0.00% | −15,311−3.6% | Reduced |
| Norges Bank | 444,857 | $11.0M | 0.00% | −34,146−7.1% | Reduced |
| Aristotle Capital Boston, LLC | 473,725 | $11.7M | 0.35% | −452,152−48.8% | Reduced |
| Bridgeway Capital Management, LLC | 530,411 | $13.1M | 0.30% | +48,600+10.1% | Added |
| Thrivent Financial for Lutherans | 535,017 | $13.3M | 0.04% | +495,398+1,250.4% | Added |
| Northern Trust Corp | 560,314 | $13.9M | 0.00% | −24,375−4.2% | Reduced |
| Morgan Stanley | 566,159 | $14.0M | 0.00% | +368,652+186.7% | Added |
| Bank of New York Mellon Corp | 567,471 | $14.1M | 0.00% | −34,896−5.8% | Reduced |
| Driehaus Capital Management LLC | 723,529 | $17.9M | 0.29% | +13,701+1.9% | Added |
| Goldman Sachs Group Inc | 774,489 | $19.2M | 0.01% | −216,871−21.9% | Reduced |
| Systematic Financial Management LP | 788,351 | $19.5M | 0.68% | +3,829+0.5% | Added |
| Geode Capital Management, LLC | 808,754 | $20.0M | 0.00% | −37,323−4.4% | Reduced |
| Clark Capital Management Group, Inc. | 1,011,704 | $25.1M | 0.33% | 00.0% | Unchanged |
| Invesco Ltd. | 1,174,255 | $29.1M | 0.01% | −3,330−0.3% | Reduced |
| William Blair Investment Management, LLC | 1,368,987 | $33.9M | 0.13% | −35,539−2.5% | Reduced |
| Alliancebernstein L.P. | 1,664,780 | $41.2M | 0.02% | −13,287−0.8% | Reduced |
| State Street Corp | 2,309,199 | $57.2M | 0.00% | −43,790−1.9% | Reduced |
| Dimensional Fund Advisors LP | 2,979,356 | $73.8M | 0.03% | +159,045+5.6% | Added |
| Vanguard Group Inc | 5,205,803 | $128.9M | 0.00% | −47,980−0.9% | Reduced |
| BlackRock Inc. | 6,960,755 | $172.4M | 0.01% | −175,459−2.5% | Reduced |
| Putnam Investments LLC | 0 | $0 | 0.00% | −108,242−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −101,870−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −29,279−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −26,164−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −20,390−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −14,862−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −12,774−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −10,867−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −9,995−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −9,872−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −8,357−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −8,045−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −7,391−100.0% | Sold out |
| Advisor Partners LLC | 0 | $0 | 0.00% | −7,107−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −6,947−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |