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, Q3 2022
Institutional positions in Beacon Financial Corp as of Sep 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
- 191
- +17 vs. Q2 2022
- Shares held
- 36.8M
- −73.8K (−0.2%) vs. Q2 2022
- Total value
- $1.01B
- +$91.4M (+10.0%) vs. Q2 2022
- New holders
- 27
- 52 more added
- Sold out
- 10
- 77 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7 | $0 | 0.00% | −2−22.2% | Reduced |
| Axiom Investment Management LLC | 17 | $0 | 0.00% | +17 | New |
| Rockefeller Capital Management L.P. | 15 | $0 | 0.00% | +15 | New |
| Sageworth Trust Co | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 34 | $1.00K | 0.00% | −21−38.2% | Reduced |
| Global Retirement Partners, LLC | 29 | $1.00K | 0.00% | +11+61.1% | Added |
| Farmers & Merchants Investments Inc | 31 | $1.00K | 0.00% | +31 | New |
| Front Row Advisors LLC | 20 | $1.00K | 0.00% | +20 | New |
| Parallel Advisors, LLC | 90 | $2.00K | 0.00% | −2−2.2% | Reduced |
| CWM, LLC | 85 | $2.00K | 0.00% | +85 | New |
| Moisand Fitzgerald Tamayo, LLC | 72 | $2.00K | 0.00% | +72 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 118 | $3.00K | 0.00% | −20−14.5% | Reduced |
| Quadrant Capital Group LLC | 102 | $3.00K | 0.00% | −2−1.9% | Reduced |
| Wagner Wealth Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 154 | $4.00K | 0.00% | −91−37.1% | Reduced |
| Bessemer Group Inc | 154 | $4.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 264 | $7.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 245 | $7.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 246 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 285 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 349 | $10.0K | 0.00% | +349 | New |
| Lindbrook Capital, LLC | 394 | $11.0K | 0.00% | −10−2.5% | Reduced |
| Fifth Third Bancorp | 438 | $12.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 0 | $12.0K | 0.00% | −450−100.0% | Reduced |
| Meeder Asset Management Inc | 455 | $12.0K | 0.00% | +73+19.1% | Added |
| Northwestern Mutual Wealth Management Co | 600 | $16.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 583 | $16.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 771 | $21.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 880 | $24.0K | 0.00% | +700+388.9% | Added |
| Eagle Bay Advisors LLC | 955 | $26.0K | 0.02% | +250+35.5% | Added |
| Wipfli Financial Advisors LLC, | 971 | $27.0K | 0.00% | +971 | New |
| Advisor Group Holdings, Inc. | 1,139 | $31.0K | 0.00% | −325−22.2% | Reduced |
| Versant Capital Management, Inc | 1,177 | $32.0K | 0.01% | −58−4.7% | Reduced |
| Point72 Hong Kong Ltd | 1,374 | $38.0K | 0.00% | +1,374 | New |
| Sutton Wealth Advisors Inc. | 2,040 | $55.7K | 0.02% | −104−4.9% | Reduced |
| Pinnacle Holdings, LLC | 2,077 | $56.7K | 0.03% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,231 | $60.0K | 0.02% | +9+0.4% | Added |
| Nisa Investment Advisors, LLC | 2,333 | $64.0K | 0.00% | +43+1.9% | Added |
| Metropolitan Life Insurance Co | 2,724 | $74.4K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,885 | $78.0K | 0.00% | +290+11.2% | Added |
| Trust Co of Vermont | 3,000 | $82.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,453 | $94.0K | 0.00% | −291−7.8% | Reduced |
| KBC Group NV | 3,857 | $105.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,559 | $124.0K | 0.00% | −468−9.3% | Reduced |
| Counterpoint Mutual Funds LLC | 4,775 | $130.0K | 0.32% | +4,775 | New |
| US Bancorp | 5,020 | $137.0K | 0.00% | −62−1.2% | Reduced |
| Federated Hermes, Inc. | 5,467 | $149.0K | 0.00% | +127+2.4% | Added |
| Tower Research Capital LLC (TRC) | 6,207 | $169.0K | 0.00% | +4,568+278.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,504 | $178.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,655 | $182.0K | 0.01% | −1,741−20.7% | Reduced |
| Journey Strategic Wealth LLC | 7,391 | $202.0K | 0.03% | +7,391 | New |
| Joel Isaacson & Co., LLC | 7,844 | $214.0K | 0.02% | +7,844 | New |
| Strategic Financial Services, Inc, | 8,146 | $222.0K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,295 | $224.0K | 0.02% | +8,295 | New |
| State of Wisconsin Investment Board | 8,381 | $229.0K | 0.00% | −2,770−24.8% | Reduced |
| ExodusPoint Capital Management, LP | 8,482 | $232.0K | 0.00% | +8,482 | New |
| Plimoth Trust Co LLC | 8,794 | $240.0K | 0.08% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 8,797 | $240.0K | 0.00% | +8,797 | New |
| Public Employees Retirement Association of Colorado | 8,909 | $243.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 9,110 | $249.0K | 0.00% | +1,162+14.6% | Added |
| SG Americas Securities, LLC | 9,996 | $273.0K | 0.00% | +9,996 | New |
| Bank of Montreal | 9,733 | $286.0K | 0.00% | −517−5.0% | Reduced |
| Envestnet Asset Management Inc | 10,563 | $288.0K | 0.00% | +10,563 | New |
| Wells Fargo & Company | 10,877 | $297.0K | 0.00% | −1,898−14.9% | Reduced |
| Berkshire Bank | 10,993 | $300.0K | 0.09% | +16+0.1% | Added |
| Verition Fund Management LLC | 11,272 | $308.0K | 0.00% | −215,208−95.0% | Reduced |
| Teton Advisors, Inc. | 11,275 | $308.0K | 0.07% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 11,370 | $310.0K | 0.08% | −810−6.7% | Reduced |
| Jane Street Group, LLC | 11,543 | $315.0K | 0.00% | −20,176−63.6% | Reduced |
| Arizona State Retirement System | 12,217 | $334.0K | 0.00% | −310−2.5% | Reduced |
| Quantedge Capital Pte Ltd | 12,600 | $344.0K | 0.11% | −2,800−18.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 12,796 | $349.0K | 0.05% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 12,887 | $352.0K | 0.00% | +12,887 | New |
| Susquehanna International Group, LLP | 13,195 | $360.0K | 0.00% | +13,195 | New |
| Teachers Retirement System of the State of Kentucky | 14,027 | $383.0K | 0.00% | +14,027 | New |
| O'Shaughnessy Asset Management, LLC | 14,053 | $384.0K | 0.01% | +14,053 | New |
| FMR LLC | 14,390 | $393.0K | 0.00% | +431+3.1% | Added |
| New York State Teachers Retirement System | 14,577 | $398.0K | 0.00% | −100−0.7% | Reduced |
| Everence Capital Management Inc | 14,650 | $400.0K | 0.04% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 14,972 | $409.0K | 0.00% | −6,461−30.1% | Reduced |
| Oregon Public Employees Retirement Fund | 15,196 | $415.0K | 0.01% | −762−4.8% | Reduced |
| Cubic Asset Management, LLC | 16,305 | $445.0K | 0.13% | −1,250−7.1% | Reduced |
| Ergoteles LLC | 16,744 | $457.0K | 0.02% | +16,744 | New |
| Squarepoint Ops LLC | 17,038 | $465.0K | 0.00% | +17,038 | New |
| Ironwood Investment Management LLC | 17,224 | $470.0K | 0.33% | +42+0.2% | Added |
| New York Life Investment Management LLC | 17,376 | $474.0K | 0.01% | +1,279+7.9% | Added |
| Eaton Vance Management | 17,667 | $482.0K | 0.00% | −91−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 17,985 | $490.0K | 0.00% | −302−1.7% | Reduced |
| Graham Capital Management, L.P. | 17,959 | $490.0K | 0.02% | +17,959 | New |
| Barclays PLC | 18,140 | $495.0K | 0.00% | −7,539−29.4% | Reduced |
| Etfidea, LLC | 18,178 | $496.3K | 0.26% | 00.0% | Unchanged |
| BHZ Capital Management, LP | 18,285 | $499.0K | 0.25% | −119,063−86.7% | Reduced |
| Manufacturers Life Insurance Company, The | 18,567 | $506.9K | 0.00% | −299−1.6% | Reduced |
| Maryland State Retirement & Pension System | 18,724 | $511.0K | 0.04% | −452−2.4% | Reduced |
| State of Tennessee, Treasury Department | 19,110 | $522.0K | 0.00% | +875+4.8% | Added |
| Franklin Resources Inc | 19,476 | $532.0K | 0.00% | +255+1.3% | Added |
| First Republic Investment Management, Inc. | 19,914 | $544.0K | 0.00% | −1,646−7.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,596 | $562.0K | 0.00% | +5,950+40.6% | Added |