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 |
|---|---|---|---|---|---|
| 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 |
| Eaton Vance Management | 17,667 | $482.0K | 0.00% | −91−0.5% | Reduced |
| New York Life Investment Management LLC | 17,376 | $474.0K | 0.01% | +1,279+7.9% | Added |
| Ironwood Investment Management LLC | 17,224 | $470.0K | 0.33% | +42+0.2% | Added |
| Squarepoint Ops LLC | 17,038 | $465.0K | 0.00% | +17,038 | New |
| Ergoteles LLC | 16,744 | $457.0K | 0.02% | +16,744 | New |
| Cubic Asset Management, LLC | 16,305 | $445.0K | 0.13% | −1,250−7.1% | Reduced |
| Oregon Public Employees Retirement Fund | 15,196 | $415.0K | 0.01% | −762−4.8% | Reduced |
| Rafferty Asset Management, LLC | 14,972 | $409.0K | 0.00% | −6,461−30.1% | Reduced |
| Everence Capital Management Inc | 14,650 | $400.0K | 0.04% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 14,577 | $398.0K | 0.00% | −100−0.7% | Reduced |
| FMR LLC | 14,390 | $393.0K | 0.00% | +431+3.1% | Added |
| O'Shaughnessy Asset Management, LLC | 14,053 | $384.0K | 0.01% | +14,053 | New |
| Teachers Retirement System of the State of Kentucky | 14,027 | $383.0K | 0.00% | +14,027 | New |
| Susquehanna International Group, LLP | 13,195 | $360.0K | 0.00% | +13,195 | New |
| Qube Research & Technologies Ltd | 12,887 | $352.0K | 0.00% | +12,887 | New |
| Beese Fulmer Investment Management, Inc. | 12,796 | $349.0K | 0.05% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 12,600 | $344.0K | 0.11% | −2,800−18.2% | Reduced |
| Arizona State Retirement System | 12,217 | $334.0K | 0.00% | −310−2.5% | Reduced |
| Jane Street Group, LLC | 11,543 | $315.0K | 0.00% | −20,176−63.6% | Reduced |
| SlateStone Wealth, LLC | 11,370 | $310.0K | 0.08% | −810−6.7% | Reduced |
| 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 |
| Berkshire Bank | 10,993 | $300.0K | 0.09% | +16+0.1% | Added |
| Wells Fargo & Company | 10,877 | $297.0K | 0.00% | −1,898−14.9% | Reduced |
| Envestnet Asset Management Inc | 10,563 | $288.0K | 0.00% | +10,563 | New |
| Bank of Montreal | 9,733 | $286.0K | 0.00% | −517−5.0% | Reduced |
| SG Americas Securities, LLC | 9,996 | $273.0K | 0.00% | +9,996 | New |
| Mutual of America Capital Management LLC | 9,110 | $249.0K | 0.00% | +1,162+14.6% | Added |
| Public Employees Retirement Association of Colorado | 8,909 | $243.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| ExodusPoint Capital Management, LP | 8,482 | $232.0K | 0.00% | +8,482 | New |
| State of Wisconsin Investment Board | 8,381 | $229.0K | 0.00% | −2,770−24.8% | Reduced |
| HBK Sorce Advisory LLC | 8,295 | $224.0K | 0.02% | +8,295 | New |
| Strategic Financial Services, Inc, | 8,146 | $222.0K | 0.02% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 7,844 | $214.0K | 0.02% | +7,844 | New |
| Journey Strategic Wealth LLC | 7,391 | $202.0K | 0.03% | +7,391 | New |
| Shell Asset Management Co | 6,655 | $182.0K | 0.01% | −1,741−20.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,504 | $178.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,207 | $169.0K | 0.00% | +4,568+278.7% | Added |
| Federated Hermes, Inc. | 5,467 | $149.0K | 0.00% | +127+2.4% | Added |
| US Bancorp | 5,020 | $137.0K | 0.00% | −62−1.2% | Reduced |
| Counterpoint Mutual Funds LLC | 4,775 | $130.0K | 0.32% | +4,775 | New |
| Allspring Global Investments Holdings, LLC | 4,559 | $124.0K | 0.00% | −468−9.3% | Reduced |
| KBC Group NV | 3,857 | $105.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,453 | $94.0K | 0.00% | −291−7.8% | Reduced |
| Trust Co of Vermont | 3,000 | $82.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,885 | $78.0K | 0.00% | +290+11.2% | Added |
| Metropolitan Life Insurance Co | 2,724 | $74.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,333 | $64.0K | 0.00% | +43+1.9% | Added |
| Ellis Investment Partners, LLC | 2,231 | $60.0K | 0.02% | +9+0.4% | Added |
| Pinnacle Holdings, LLC | 2,077 | $56.7K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,040 | $55.7K | 0.02% | −104−4.9% | Reduced |
| Point72 Hong Kong Ltd | 1,374 | $38.0K | 0.00% | +1,374 | New |
| Versant Capital Management, Inc | 1,177 | $32.0K | 0.01% | −58−4.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,139 | $31.0K | 0.00% | −325−22.2% | Reduced |
| Wipfli Financial Advisors LLC, | 971 | $27.0K | 0.00% | +971 | New |
| Eagle Bay Advisors LLC | 955 | $26.0K | 0.02% | +250+35.5% | Added |
| First Manhattan Co | 880 | $24.0K | 0.00% | +700+388.9% | Added |
| Glen Eagle Advisors, LLC | 771 | $21.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 600 | $16.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 583 | $16.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Lindbrook Capital, LLC | 394 | $11.0K | 0.00% | −10−2.5% | Reduced |
| Capital Analysts, LLC | 349 | $10.0K | 0.00% | +349 | New |
| TCI Wealth Advisors, Inc. | 285 | $8.00K | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |