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, Q4 2022
Institutional positions in Beacon Financial Corp as of Dec 31, 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
- 179
- −9 vs. Q3 2022
- Shares held
- 36.7M
- −87.9K (−0.2%) vs. Q3 2022
- Total value
- $1.10B
- +$92.8M (+9.2%) vs. Q3 2022
- New holders
- 17
- 46 more added
- Sold out
- 26
- 70 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $30 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 30 | $312 | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 27 | $807 | 0.00% | +27 | New |
| Global Retirement Partners, LLC | 29 | $867 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $927 | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 90 | $2.69K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 88 | $3.00K | 0.00% | +3+3.5% | Added |
| Quadrant Capital Group LLC | 102 | $3.05K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 245 | $7.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 246 | $7.37K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 264 | $7.89K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 285 | $8.52K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 340 | $9.00K | 0.00% | +340 | New |
| Armstrong Advisory Group, Inc | 327 | $9.78K | 0.00% | +327 | New |
| Capital Analysts, LLC | 349 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 345 | $10.3K | 0.00% | +345 | New |
| Lindbrook Capital, LLC | 394 | $11.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 438 | $13.1K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 578 | $16.4K | 0.01% | +578 | New |
| Whittier Trust Co | 583 | $17.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 584 | $17.5K | 0.01% | +580+14,500.0% | Added |
| Northwestern Mutual Wealth Management Co | 600 | $17.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 628 | $18.0K | 0.00% | −5,579−89.9% | Reduced |
| Aquatic Capital Management LLC | 600 | $18.0K | 0.00% | +600 | New |
| Glen Eagle Advisors, LLC | 771 | $23.1K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,129 | $33.8K | 0.02% | +174+18.2% | Added |
| First Manhattan Co | 1,130 | $33.8K | 0.00% | +250+28.4% | Added |
| Advisor Group Holdings, Inc. | 1,126 | $34.0K | 0.00% | −13−1.1% | Reduced |
| Versant Capital Management, Inc | 1,177 | $35.2K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,627 | $48.0K | 0.00% | −1,258−43.6% | Reduced |
| Sutton Wealth Advisors Inc. | 2,040 | $61.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 2,077 | $62.1K | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,333 | $70.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,724 | $81.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,000 | $89.7K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,453 | $98.8K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3,502 | $104.7K | 0.00% | −1,057−23.2% | Reduced |
| KBC Group NV | 3,857 | $115.0K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 3,994 | $119.4K | 0.01% | +3,994 | New |
| Belpointe Asset Management LLC | 4,935 | $147.6K | 0.01% | +4,935 | New |
| US Bancorp | 5,020 | $150.1K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 5,378 | $160.8K | 0.00% | −89−1.6% | Reduced |
| Shell Asset Management Co | 5,472 | $164.0K | 0.01% | −1,183−17.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,939 | $177.6K | 0.00% | −565−8.7% | Reduced |
| Journey Strategic Wealth LLC | 6,857 | $205.0K | 0.02% | −534−7.2% | Reduced |
| ProShare Advisors LLC | 6,899 | $206.3K | 0.00% | +6,899 | New |
| Advisor Partners II, LLC | 7,705 | $230.4K | 0.01% | +7,705 | New |
| Joel Isaacson & Co., LLC | 7,844 | $234.5K | 0.02% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 7,899 | $236.0K | 0.08% | −895−10.2% | Reduced |
| Public Employees Retirement Association of Colorado | 8,909 | $266.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,386 | $280.6K | 0.00% | −1,491−13.7% | Reduced |
| Mutual of America Capital Management LLC | 9,437 | $282.2K | 0.00% | +327+3.6% | Added |
| Envestnet Asset Management Inc | 9,700 | $290.0K | 0.00% | −863−8.2% | Reduced |
| Bank of Montreal | 9,751 | $292.0K | 0.00% | +18+0.2% | Added |
| SG Americas Securities, LLC | 10,165 | $304.0K | 0.00% | +169+1.7% | Added |
| Campbell & CO Investment Adviser LLC | 10,382 | $310.4K | 0.07% | +10,382 | New |
| Berkshire Bank | 10,793 | $322.7K | 0.10% | −200−1.8% | Reduced |
| Everence Capital Management Inc | 10,970 | $328.0K | 0.03% | −3,680−25.1% | Reduced |
| Cubist Systematic Strategies, LLC | 11,255 | $336.5K | 0.00% | −20,591−64.7% | Reduced |
| Teton Advisors, Inc. | 11,275 | $337.1K | 0.09% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 11,370 | $340.0K | 0.08% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 11,756 | $352.0K | 0.00% | +11,756 | New |
| Arizona State Retirement System | 12,243 | $366.1K | 0.00% | +26+0.2% | Added |
| Beese Fulmer Investment Management, Inc. | 12,796 | $382.6K | 0.05% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 13,980 | $418.0K | 0.12% | −2,325−14.3% | Reduced |
| FMR LLC | 14,012 | $419.0K | 0.00% | −378−2.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,027 | $420.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 14,077 | $421.0K | 0.00% | −500−3.4% | Reduced |
| Rafferty Asset Management, LLC | 14,351 | $429.1K | 0.00% | −621−4.1% | Reduced |
| Acrisure Capital Management, LLC | 14,826 | $443.3K | 0.49% | +14,826 | New |
| Oregon Public Employees Retirement Fund | 14,963 | $447.4K | 0.01% | −233−1.5% | Reduced |
| HBK Sorce Advisory LLC | 16,590 | $487.0K | 0.01% | +8,295+100.0% | Added |
| Ironwood Investment Management LLC | 16,805 | $502.5K | 0.33% | −419−2.4% | Reduced |
| The PNC Financial Services Group, Inc. | 16,961 | $507.1K | 0.00% | −1,024−5.7% | Reduced |
| Susquehanna International Group, LLP | 17,472 | $522.4K | 0.00% | +4,277+32.4% | Added |
| Manufacturers Life Insurance Company, The | 17,933 | $536.2K | 0.00% | −634−3.4% | Reduced |
| Etfidea, LLC | 18,178 | $543.5K | 0.25% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 18,534 | $554.2K | 0.02% | −190−1.0% | Reduced |
| Stifel Financial Corp | 18,586 | $555.7K | 0.00% | −6,539−26.0% | Reduced |
| First Republic Investment Management, Inc. | 18,813 | $562.5K | 0.00% | −1,101−5.5% | Reduced |
| State of Tennessee, Treasury Department | 19,110 | $571.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 19,209 | $574.3K | 0.00% | −7,470−28.0% | Reduced |
| New York Life Investment Management LLC | 19,581 | $585.5K | 0.01% | +2,205+12.7% | Added |
| Franklin Resources Inc | 19,662 | $587.9K | 0.00% | +186+1.0% | Added |
| BNP Paribas Arbitrage, SA | 20,054 | $599.6K | 0.00% | −2,946−12.8% | Reduced |
| D. E. Shaw & Co., Inc. | 20,470 | $612.1K | 0.00% | −52,971−72.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,596 | $615.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 20,589 | $616.0K | 0.01% | −242−1.2% | Reduced |
| Louisiana State Employees Retirement System | 21,400 | $640.0K | 0.02% | −500−2.3% | Reduced |
| MetLife Investment Management | 22,916 | $685.2K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 23,284 | $696.2K | 0.00% | −1,275−5.2% | Reduced |
| American International Group, Inc. | 23,712 | $709.0K | 0.00% | −542−2.2% | Reduced |
| Public Employees Retirement System of Ohio | 24,881 | $744.0K | 0.00% | −5,647−18.5% | Reduced |
| Comerica Bank | 24,781 | $749.0K | 0.01% | −8,335−25.2% | Reduced |