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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 20,671 | $564.0K | 0.00% | −9,707−32.0% | Reduced |
| Amalgamated Bank | 20,831 | $569.0K | 0.01% | −412−1.9% | Reduced |
| Teacher Retirement System of Texas | 20,842 | $569.0K | 0.00% | +20,842 | New |
| Cambria Investment Management, L.P. | 21,632 | $591.0K | 0.06% | +9,802+82.9% | Added |
| Rutabaga Capital Management LLC | 21,692 | $592.0K | 0.52% | −2,100−8.8% | Reduced |
| Louisiana State Employees Retirement System | 21,900 | $598.0K | 0.02% | −1,000−4.4% | Reduced |
| Royal Bank of Canada | 22,429 | $611.0K | 0.00% | −1,425−6.0% | Reduced |
| Ensign Peak Advisors, Inc | 22,590 | $617.0K | 0.00% | 00.0% | Unchanged |
| Boston Partners | 21,334 | $624.0K | 0.00% | +21,334 | New |
| MetLife Investment Management | 22,916 | $625.6K | 0.01% | −2,248−8.9% | Reduced |
| BNP Paribas Arbitrage, SA | 23,000 | $627.9K | 0.00% | +3,058+15.3% | Added |
| American International Group, Inc. | 24,254 | $662.0K | 0.00% | −839−3.3% | Reduced |
| UBS Group AG | 24,559 | $670.0K | 0.00% | +12,955+111.6% | Added |
| Stifel Financial Corp | 25,125 | $686.0K | 0.00% | −663−2.6% | Reduced |
| State Board of Administration of Florida Retirement System | 26,679 | $728.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 26,992 | $737.0K | 0.00% | −3,136−10.4% | Reduced |
| HRT Financial LP | 27,639 | $754.0K | 0.01% | −20,623−42.7% | Reduced |
| Public Employees Retirement System of Ohio | 30,528 | $833.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 30,558 | $835.0K | 0.00% | +2,655+9.5% | Added |
| State of Alaska, Department of Revenue | 31,701 | $865.0K | 0.01% | −4,078−11.4% | Reduced |
| Cubist Systematic Strategies, LLC | 31,846 | $869.0K | 0.01% | +11,313+55.1% | Added |
| Select Asset Management & Trust | 32,245 | $880.0K | 1.05% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 32,234 | $880.0K | 0.00% | +45+0.1% | Added |
| Texas Permanent School Fund | 32,934 | $899.0K | 0.01% | −1,428−4.2% | Reduced |
| Gamco Investors, Inc. Et Al | 33,300 | $909.0K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 33,116 | $949.0K | 0.01% | −5,105−13.4% | Reduced |
| GWM Advisors LLC | 34,819 | $951.0K | 0.02% | +24+0.1% | Added |
| Yousif Capital Management, LLC | 35,214 | $961.0K | 0.01% | −1,541−4.2% | Reduced |
| Jennison Associates LLC | 35,471 | $968.0K | 0.00% | −32,109−47.5% | Reduced |
| Deutsche Bank AG | 40,295 | $1.10M | 0.00% | −7,219−15.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,718 | $1.14M | 0.01% | −1,422−3.3% | Reduced |
| Voloridge Investment Management, LLC | 43,447 | $1.19M | 0.01% | +3,867+9.8% | Added |
| Credit Suisse AG | 45,320 | $1.24M | 0.00% | +7,482+19.8% | Added |
| Two Sigma Advisers, LP | 45,400 | $1.24M | 0.00% | −11,700−20.5% | Reduced |
| LPL Financial LLC | 50,109 | $1.37M | 0.00% | +40,970+448.3% | Added |
| Prelude Capital Management, LLC | 50,975 | $1.39M | 0.07% | +2,403+4.9% | Added |
| Ziegler Capital Management, LLC | 54,451 | $1.49M | 0.07% | +9,669+21.6% | Added |
| Bank of America Corp | 55,236 | $1.51M | 0.00% | −24,847−31.0% | Reduced |
| AQR Capital Management LLC | 56,051 | $1.53M | 0.00% | +21,774+63.5% | Added |
| California State Teachers Retirement System | 56,080 | $1.53M | 0.00% | −3,025−5.1% | Reduced |
| Great West Life Assurance Co | 56,848 | $1.55M | 0.00% | +11,170+24.5% | Added |
| Brandywine Global Investment Management, LLC | 58,484 | $1.60M | 0.01% | −2,813−4.6% | Reduced |
| Two Sigma Investments, LP | 62,360 | $1.70M | 0.01% | +17,321+38.5% | Added |
| UBS Asset Management Americas Inc | 66,726 | $1.82M | 0.00% | −2,020−2.9% | Reduced |
| HSBC Holdings PLC | 66,386 | $1.84M | 0.00% | −33,320−33.4% | Reduced |
| JPMorgan Chase & Co | 69,515 | $1.90M | 0.00% | −47,171−40.4% | Reduced |
| D. E. Shaw & Co., Inc. | 73,441 | $2.00M | 0.00% | +4,486+6.5% | Added |
| Citadel Advisors LLC | 75,163 | $2.05M | 0.00% | +75,163 | New |
| Prudential Financial Inc | 81,786 | $2.23M | 0.00% | −20,210−19.8% | Reduced |
| Public Sector Pension Investment Board | 83,930 | $2.29M | 0.02% | −3,672−4.2% | Reduced |
| American Century Companies Inc | 87,841 | $2.40M | 0.00% | +76,390+667.1% | Added |
| SEI Investments Co | 96,186 | $2.63M | 0.01% | −3,896−3.9% | Reduced |
| First Trust Advisors LP | 103,300 | $2.82M | 0.00% | +2,075+2.0% | Added |
| Millennium Management LLC | 106,357 | $2.90M | 0.00% | +56,290+112.4% | Added |
| Swiss National Bank | 106,600 | $2.91M | 0.00% | −2,300−2.1% | Reduced |
| Renaissance Technologies LLC | 125,800 | $3.43M | 0.00% | +25,400+25.3% | Added |
| Legal & General Group Plc | 130,513 | $3.56M | 0.00% | −4,349−3.2% | Reduced |
| Rhumbline Advisers | 138,608 | $3.78M | 0.01% | +1,009+0.7% | Added |
| Commonwealth Equity Services, LLC | 143,104 | $3.91M | 0.01% | −867−0.6% | Reduced |
| Voya Investment Management LLC | 146,582 | $4.00M | 0.00% | +28,142+23.8% | Added |
| Basswood Capital Management, L.L.C. | 147,794 | $4.04M | 0.30% | 00.0% | Unchanged |
| Grace & White Inc | 165,432 | $4.52M | 0.97% | 00.0% | Unchanged |
| Elizabeth Park Capital Advisors, Ltd. | 195,443 | $5.34M | 2.44% | +8,000+4.3% | Added |
| Strategic Value Bank Partners LLC | 216,780 | $5.92M | 3.94% | +3,106+1.5% | Added |
| Bridgeway Capital Management, LLC | 229,611 | $6.27M | 0.17% | −300,800−56.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 230,035 | $6.28M | 0.05% | +47,538+26.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 246,330 | $6.72M | 0.03% | −115,140−31.9% | Reduced |
| Principal Financial Group Inc | 282,158 | $7.70M | 0.01% | −10,099−3.5% | Reduced |
| Charles Schwab Investment Management Inc | 333,564 | $9.11M | 0.00% | −1,534−0.5% | Reduced |
| HoldCo Asset Management, L.P. | 398,923 | $10.9M | 3.35% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 416,664 | $11.4M | 0.00% | +9,233+2.3% | Added |
| Aristotle Capital Boston, LLC | 436,377 | $11.9M | 0.40% | −37,348−7.9% | Reduced |
| Norges Bank | 444,857 | $12.1M | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 491,682 | $13.4M | 0.01% | +77,627+18.7% | Added |
| Northern Trust Corp | 538,302 | $14.7M | 0.00% | −22,012−3.9% | Reduced |
| Morgan Stanley | 545,765 | $14.9M | 0.00% | −20,394−3.6% | Reduced |
| Bank of New York Mellon Corp | 562,191 | $15.3M | 0.00% | −5,280−0.9% | Reduced |
| Thrivent Financial for Lutherans | 582,106 | $15.9M | 0.04% | +47,089+8.8% | Added |
| Driehaus Capital Management LLC | 746,241 | $20.4M | 0.31% | +22,712+3.1% | Added |
| Wellington Management Group LLP | 786,646 | $21.5M | 0.00% | +542,137+221.7% | Added |
| Geode Capital Management, LLC | 790,740 | $21.6M | 0.00% | −18,014−2.2% | Reduced |
| Systematic Financial Management LP | 798,511 | $21.8M | 0.80% | +10,160+1.3% | Added |
| Goldman Sachs Group Inc | 807,697 | $22.1M | 0.01% | +33,208+4.3% | Added |
| Clark Capital Management Group, Inc. | 1,011,704 | $27.6M | 0.36% | 00.0% | Unchanged |
| Invesco Ltd. | 1,338,138 | $36.5M | 0.01% | +163,883+14.0% | Added |
| William Blair Investment Management, LLC | 1,339,278 | $36.6M | 0.14% | −29,709−2.2% | Reduced |
| Alliancebernstein L.P. | 1,639,923 | $44.8M | 0.02% | −24,857−1.5% | Reduced |
| State Street Corp | 2,101,315 | $57.4M | 0.00% | −207,884−9.0% | Reduced |
| Dimensional Fund Advisors LP | 3,077,768 | $84.0M | 0.03% | +98,412+3.3% | Added |
| Vanguard Group Inc | 5,234,299 | $142.9M | 0.00% | +28,496+0.5% | Added |
| BlackRock Inc. | 6,731,748 | $183.8M | 0.01% | −229,007−3.3% | Reduced |
| SummerHaven Investment Management, LLC | 0 | $0 | 0.00% | −31,683−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −28,310−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −23,165−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −18,319−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −17,879−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −13,128−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −10,285−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −9,920−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −4,939−100.0% | Sold out |