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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 25,790 | $771.1K | 0.00% | +3,200+14.2% | Added |
| Yousif Capital Management, LLC | 26,729 | $799.2K | 0.01% | −8,485−24.1% | Reduced |
| Ergoteles LLC | 27,123 | $811.0K | 0.03% | +10,379+62.0% | Added |
| Price T Rowe Associates Inc | 27,146 | $812.0K | 0.00% | −3,412−11.2% | Reduced |
| Quantedge Capital Pte Ltd | 28,600 | $855.1K | 0.29% | +16,000+127.0% | Added |
| Squarepoint Ops LLC | 29,005 | $867.3K | 0.01% | +11,967+70.2% | Added |
| Victory Capital Management Inc | 29,410 | $879.4K | 0.00% | +8,739+42.3% | Added |
| Royal Bank of Canada | 29,780 | $891.0K | 0.00% | +7,351+32.8% | Added |
| Texas Permanent School Fund | 30,270 | $905.0K | 0.01% | −2,664−8.1% | Reduced |
| Jennison Associates LLC | 30,384 | $908.5K | 0.00% | −5,087−14.3% | Reduced |
| Citadel Advisors LLC | 30,762 | $919.8K | 0.00% | −44,401−59.1% | Reduced |
| State of Alaska, Department of Revenue | 31,353 | $937.0K | 0.01% | −348−1.1% | Reduced |
| Graham Capital Management, L.P. | 31,533 | $942.8K | 0.04% | +13,574+75.6% | Added |
| New York State Common Retirement Fund | 31,920 | $954.4K | 0.00% | −314−1.0% | Reduced |
| Select Asset Management & Trust | 32,245 | $964.0K | 1.16% | 00.0% | Unchanged |
| Millennium Management LLC | 32,362 | $968.0K | 0.00% | −73,995−69.6% | Reduced |
| Prelude Capital Management, LLC | 32,520 | $972.3K | 0.06% | −18,455−36.2% | Reduced |
| Barclays PLC | 32,614 | $975.2K | 0.00% | +14,474+79.8% | Added |
| Citigroup Inc | 32,760 | $979.5K | 0.00% | +5,768+21.4% | Added |
| Gamco Investors, Inc. Et Al | 33,300 | $995.7K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 34,819 | $1.04M | 0.03% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 35,152 | $1.05M | 0.09% | +13,520+62.5% | Added |
| Deutsche Bank AG | 42,269 | $1.26M | 0.00% | +1,974+4.9% | Added |
| First Trust Advisors LP | 44,752 | $1.34M | 0.00% | −58,548−56.7% | Reduced |
| Prudential Financial Inc | 45,231 | $1.35M | 0.00% | −36,555−44.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 48,187 | $1.44M | 0.01% | +6,469+15.5% | Added |
| Two Sigma Investments, LP | 48,939 | $1.46M | 0.00% | −13,421−21.5% | Reduced |
| Great West Life Assurance Co | 52,323 | $1.57M | 0.00% | −4,525−8.0% | Reduced |
| Credit Suisse AG | 53,840 | $1.61M | 0.00% | +8,520+18.8% | Added |
| California State Teachers Retirement System | 55,087 | $1.65M | 0.00% | −993−1.8% | Reduced |
| Brandywine Global Investment Management, LLC | 56,640 | $1.69M | 0.01% | −1,844−3.2% | Reduced |
| Two Sigma Advisers, LP | 57,400 | $1.72M | 0.00% | +12,000+26.4% | Added |
| AQR Capital Management LLC | 62,710 | $1.88M | 0.00% | +6,659+11.9% | Added |
| JPMorgan Chase & Co | 63,454 | $1.90M | 0.00% | −6,061−8.7% | Reduced |
| HRT Financial LP | 63,827 | $1.91M | 0.03% | +36,188+130.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 66,000 | $1.97M | 0.01% | +66,000 | New |
| Bank of America Corp | 70,847 | $2.12M | 0.00% | +15,611+28.3% | Added |
| Public Sector Pension Investment Board | 81,914 | $2.45M | 0.02% | −2,016−2.4% | Reduced |
| SEI Investments Co | 82,847 | $2.48M | 0.01% | −13,339−13.9% | Reduced |
| HSBC Holdings PLC | 92,668 | $2.77M | 0.00% | +26,282+39.6% | Added |
| Swiss National Bank | 104,700 | $3.13M | 0.00% | −1,900−1.8% | Reduced |
| Legal & General Group Plc | 129,081 | $3.86M | 0.00% | −1,432−1.1% | Reduced |
| Renaissance Technologies LLC | 141,300 | $4.22M | 0.01% | +15,500+12.3% | Added |
| Voya Investment Management LLC | 141,727 | $4.24M | 0.00% | −4,855−3.3% | Reduced |
| Commonwealth Equity Services, LLC | 141,911 | $4.24M | 0.01% | −1,193−0.8% | Reduced |
| Rhumbline Advisers | 143,247 | $4.28M | 0.01% | +4,639+3.3% | Added |
| Basswood Capital Management, L.L.C. | 147,794 | $4.42M | 0.33% | 00.0% | Unchanged |
| Elizabeth Park Capital Advisors, Ltd. | 153,336 | $4.58M | 2.05% | −42,107−21.5% | Reduced |
| Grace & White Inc | 161,089 | $4.82M | 0.95% | −4,343−2.6% | Reduced |
| LPL Financial LLC | 210,139 | $6.28M | 0.01% | +160,030+319.4% | Added |
| American Century Companies Inc | 211,981 | $6.34M | 0.01% | +124,140+141.3% | Added |
| Strategic Value Bank Partners LLC | 216,780 | $6.48M | 3.91% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 230,751 | $6.90M | 0.05% | +716+0.3% | Added |
| Principal Financial Group Inc | 274,981 | $8.22M | 0.01% | −7,177−2.5% | Reduced |
| Charles Schwab Investment Management Inc | 336,266 | $10.1M | 0.00% | +2,702+0.8% | Added |
| Ameriprise Financial Inc | 351,651 | $10.5M | 0.00% | −65,013−15.6% | Reduced |
| Norges Bank | 394,957 | $11.8M | 0.00% | −49,900−11.2% | Reduced |
| HoldCo Asset Management, L.P. | 398,923 | $11.9M | 2.52% | 00.0% | Unchanged |
| Aristotle Capital Boston, LLC | 424,871 | $12.7M | 0.40% | −11,506−2.6% | Reduced |
| Nuveen Asset Management, LLC | 470,086 | $14.1M | 0.01% | −21,596−4.4% | Reduced |
| Bank of New York Mellon Corp | 540,746 | $16.2M | 0.00% | −21,445−3.8% | Reduced |
| Northern Trust Corp | 542,701 | $16.2M | 0.00% | +4,399+0.8% | Added |
| Morgan Stanley | 576,710 | $17.2M | 0.00% | +30,945+5.7% | Added |
| Thrivent Financial for Lutherans | 616,336 | $18.4M | 0.05% | +34,230+5.9% | Added |
| Boston Partners | 666,463 | $20.0M | 0.03% | +645,129+3,023.9% | Added |
| Driehaus Capital Management LLC | 669,663 | $20.0M | 0.30% | −76,578−10.3% | Reduced |
| Systematic Financial Management LP | 782,585 | $23.4M | 0.77% | −15,926−2.0% | Reduced |
| Geode Capital Management, LLC | 809,191 | $24.2M | 0.00% | +18,451+2.3% | Added |
| Clark Capital Management Group, Inc. | 1,011,704 | $30.2M | 0.28% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 1,093,928 | $32.7M | 0.13% | −245,350−18.3% | Reduced |
| Wellington Management Group LLP | 1,117,467 | $33.4M | 0.01% | +330,821+42.1% | Added |
| Goldman Sachs Group Inc | 1,124,670 | $33.6M | 0.01% | +316,973+39.2% | Added |
| Invesco Ltd. | 1,187,887 | $35.5M | 0.01% | −150,251−11.2% | Reduced |
| Alliancebernstein L.P. | 1,653,470 | $49.4M | 0.02% | +13,547+0.8% | Added |
| State Street Corp | 2,027,694 | $60.6M | 0.00% | −73,621−3.5% | Reduced |
| Dimensional Fund Advisors LP | 3,144,534 | $94.0M | 0.03% | +66,766+2.2% | Added |
| Vanguard Group Inc | 5,246,761 | $156.9M | 0.00% | +12,462+0.2% | Added |
| BlackRock Inc. | 6,490,805 | $194.1M | 0.01% | −240,943−3.6% | Reduced |
| Tfo-TDC, LLC | 928 | – | – | +928 | New |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −246,330−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −229,611−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −66,726−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −54,451−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −43,447−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −20,842−100.0% | Sold out |
| BHZ Capital Management, LP | 0 | $0 | 0.00% | −18,285−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −14,053−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −12,887−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,543−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −11,272−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −8,797−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −8,482−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −8,381−100.0% | Sold out |
| Strategic Financial Services, Inc, | 0 | $0 | 0.00% | −8,146−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −4,775−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −2,231−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,374−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −455−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | 0 | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −154−100.0% | Sold out |