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 |
|---|---|---|---|---|---|
| Trexquant Investment LP | 17,879 | $443.0K | 0.02% | +6,537+57.6% | Added |
| Eaton Vance Management | 17,758 | $440.0K | 0.00% | −6,568−27.0% | Reduced |
| Cubic Asset Management, LLC | 17,555 | $435.0K | 0.12% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 17,182 | $426.0K | 0.28% | +13+0.1% | Added |
| New York Life Investment Management LLC | 16,097 | $399.0K | 0.00% | +16,097 | New |
| Oregon Public Employees Retirement Fund | 15,958 | $395.0K | 0.01% | −2,500−13.5% | Reduced |
| Quantedge Capital Pte Ltd | 15,400 | $381.0K | 0.08% | −12,600−45.0% | Reduced |
| New York State Teachers Retirement System | 14,677 | $364.0K | 0.00% | −600−3.9% | Reduced |
| 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 |
| FMR LLC | 13,959 | $346.0K | 0.00% | +515+3.8% | Added |
| Engineers Gate Manager LP | 13,128 | $325.0K | 0.01% | +13,128 | New |
| Beese Fulmer Investment Management, Inc. | 12,796 | $317.0K | 0.04% | 00.0% | Unchanged |
| Wells Fargo & Company | 12,775 | $316.0K | 0.00% | −34,633−73.1% | Reduced |
| Arizona State Retirement System | 12,527 | $310.0K | 0.00% | −626−4.8% | Reduced |
| SlateStone Wealth, LLC | 12,180 | $302.0K | 0.08% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 11,830 | $293.0K | 0.04% | +4,394+59.1% | Added |
| UBS Group AG | 11,604 | $288.0K | 0.00% | −20,534−63.9% | Reduced |
| American Century Companies Inc | 11,451 | $284.0K | 0.00% | +2,618+29.6% | Added |
| Teton Advisors, Inc. | 11,275 | $279.0K | 0.06% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 11,151 | $276.0K | 0.00% | +11,151 | New |
| Berkshire Bank | 10,977 | $272.0K | 0.08% | 00.0% | Unchanged |
| Bank of Montreal | 10,250 | $261.0K | 0.00% | −21,598−67.8% | Reduced |
| Janus Henderson Group PLC | 10,285 | $255.0K | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 9,920 | $246.0K | 0.02% | +9,920 | New |
| LPL Financial LLC | 9,139 | $226.0K | 0.00% | +13+0.1% | Added |
| Public Employees Retirement Association of Colorado | 8,909 | $221.0K | 0.00% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 8,794 | $218.0K | 0.07% | −500−5.4% | Reduced |
| Shell Asset Management Co | 8,396 | $208.0K | 0.01% | +14+0.2% | Added |
| Strategic Financial Services, Inc, | 8,146 | $202.0K | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 7,948 | $197.0K | 0.00% | +936+13.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,504 | $161.0K | 0.00% | −15−0.2% | Reduced |
| Federated Hermes, Inc. | 5,340 | $132.0K | 0.00% | +504+10.4% | Added |
| US Bancorp | 5,082 | $126.0K | 0.00% | −44−0.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,027 | $124.0K | 0.00% | −25,147−83.3% | Reduced |
| Captrust Financial Advisors | 4,939 | $122.0K | 0.00% | −352−6.7% | Reduced |
| KBC Group NV | 3,857 | $96.0K | 0.00% | +3,857 | New |
| Ameritas Investment Partners, Inc. | 3,744 | $92.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,000 | $74.0K | 0.01% | +3,000 | New |
| Metropolitan Life Insurance Co | 2,724 | $67.5K | 0.00% | −455−14.3% | Reduced |
| Lazard Asset Management LLC | 2,595 | $64.0K | 0.00% | +1,359+110.0% | Added |
| Nisa Investment Advisors, LLC | 2,290 | $57.0K | 0.00% | −730−24.2% | Reduced |
| Ellis Investment Partners, LLC | 2,222 | $55.0K | 0.01% | +11+0.5% | Added |
| Sutton Wealth Advisors Inc. | 2,144 | $53.1K | 0.02% | −10.0% | Reduced |
| Pinnacle Holdings, LLC | 2,077 | $51.4K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,639 | $41.0K | 0.00% | +322+24.4% | Added |
| Advisor Group Holdings, Inc. | 1,464 | $36.0K | 0.00% | −29−1.9% | Reduced |
| Versant Capital Management, Inc | 1,235 | $31.0K | 0.01% | −30−2.4% | Reduced |
| Umb Bank N A | 1,053 | $26.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 771 | $19.1K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 705 | $17.5K | 0.01% | −54−7.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 600 | $15.0K | 0.00% | +600 | New |
| Whittier Trust Co | 583 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 438 | $11.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 450 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 404 | $10.0K | 0.00% | −7−1.7% | Reduced |
| Meeder Asset Management Inc | 382 | $9.00K | 0.00% | +36+10.4% | Added |
| 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 |
| 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 |
| Fieldpoint Private Securities, LLC | 210 | $5.00K | 0.00% | −125−37.3% | Reduced |
| First Manhattan Co | 180 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 154 | $4.00K | 0.00% | +154 | 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 |
| Parallel Advisors, LLC | 92 | $2.00K | 0.00% | −2−2.1% | Reduced |
| Wagner Wealth Management, LLC | 100 | $2.00K | 0.00% | +100 | 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 |
| 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 |
| 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 |