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, Q1 2023
Institutional positions in Beacon Financial Corp as of Mar 31, 2023. 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
- 182
- +4 vs. Q4 2022
- Shares held
- 37.4M
- +736.6K (+2.0%) vs. Q4 2022
- Total value
- $936.8M
- −$159.2M (−14.5%) vs. Q4 2022
- New holders
- 30
- 46 more added
- Sold out
- 26
- 65 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | −2−28.6% | Reduced |
| Huntington National Bank | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $677 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $777 | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 34 | $852 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 63 | $1.58K | 0.00% | +63 | New |
| Parallel Advisors, LLC | 90 | $2.25K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 102 | $2.56K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 245 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 250 | $6.26K | 0.00% | +250 | New |
| Community Bank, N.A. | 264 | $6.61K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 285 | $7.14K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 333 | $8.00K | 0.00% | −2,000−85.7% | Reduced |
| Armstrong Advisory Group, Inc | 327 | $8.20K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 345 | $8.65K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 394 | $9.87K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 340 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 423 | $10.6K | 0.00% | +423 | New |
| Macroview Investment Management LLC | 428 | $10.7K | 0.02% | +428 | New |
| Fifth Third Bancorp | 438 | $11.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 509 | $12.8K | 0.00% | −617−54.8% | Reduced |
| New England Capital Financial Advisors LLC | 580 | $14.5K | 0.01% | +2+0.3% | Added |
| Whittier Trust Co | 583 | $14.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 600 | $15.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 771 | $19.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 904 | $22.7K | 0.01% | +320+54.8% | Added |
| Eagle Bay Advisors LLC | 984 | $24.7K | 0.01% | −145−12.8% | Reduced |
| First Manhattan Co | 1,130 | $28.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,177 | $29.5K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,627 | $40.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 2,077 | $52.0K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 2,255 | $56.5K | 0.03% | +2,255 | New |
| Russell Investments Group, Ltd. | 2,271 | $56.9K | 0.00% | +2,271 | New |
| Metropolitan Life Insurance Co | 2,470 | $61.9K | 0.00% | −254−9.3% | Reduced |
| Tower Research Capital LLC (TRC) | 2,538 | $63.0K | 0.00% | +1,910+304.1% | Added |
| Point72 Middle East FZE | 2,697 | $67.6K | 0.00% | −1,297−32.5% | Reduced |
| Trust Co of Vermont | 2,988 | $74.9K | 0.01% | −12−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 3,453 | $86.5K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3,606 | $90.4K | 0.00% | +104+3.0% | Added |
| KBC Group NV | 3,857 | $97.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,935 | $123.7K | 0.00% | −85−1.7% | Reduced |
| Federated Hermes, Inc. | 5,374 | $134.7K | 0.00% | −4−0.1% | Reduced |
| Belpointe Asset Management LLC | 5,460 | $136.8K | 0.01% | +525+10.6% | Added |
| Shell Asset Management Co | 5,453 | $137.0K | 0.01% | −19−0.3% | Reduced |
| Amundi | 6,127 | $146.6K | 0.00% | +6,127 | New |
| Point72 Asset Management, L.P. | 6,169 | $154.6K | 0.00% | +6,169 | New |
| Robeco Institutional Asset Management B.V. | 6,835 | $171.3K | 0.00% | +6,835 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,680 | $192.5K | 0.00% | +1,741+29.3% | Added |
| Squarepoint Ops LLC | 8,650 | $216.8K | 0.00% | −20,355−70.2% | Reduced |
| Private Advisor Group, LLC | 8,854 | $221.9K | 0.00% | +8,854 | New |
| Public Employees Retirement Association of Colorado | 8,909 | $223.0K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,907 | $223.2K | 0.01% | −7,683−46.3% | Reduced |
| Mutual of America Capital Management LLC | 9,135 | $228.9K | 0.00% | −302−3.2% | Reduced |
| SG Americas Securities, LLC | 9,412 | $236.0K | 0.00% | −753−7.4% | Reduced |
| Teton Advisors, Inc. | 9,660 | $242.1K | 0.06% | −1,615−14.3% | Reduced |
| Teza Capital Management LLC | 9,967 | $249.8K | 0.05% | +9,967 | New |
| Man Group plc | – | $252.7K | 0.00% | – | New |
| Berkshire Bank | 10,793 | $270.5K | 0.08% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 11,370 | $285.0K | 0.06% | 00.0% | Unchanged |
| Bank of Montreal | 11,896 | $305.5K | 0.00% | +2,145+22.0% | Added |
| Arizona State Retirement System | 12,393 | $310.6K | 0.00% | +150+1.2% | Added |
| Quantedge Capital Pte Ltd | 12,400 | $310.7K | 0.12% | −16,200−56.6% | Reduced |
| Raymond James & Associates | 12,704 | $318.4K | 0.00% | +12,704 | New |
| Beese Fulmer Investment Management, Inc. | 12,796 | $320.7K | 0.04% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 12,877 | $323.0K | 0.00% | −1,200−8.5% | Reduced |
| Trexquant Investment LP | 13,089 | $328.0K | 0.01% | +13,089 | New |
| Arrowstreet Capital, Limited Partnership | 13,203 | $331.0K | 0.00% | +13,203 | New |
| FMR LLC | 13,931 | $349.1K | 0.00% | −81−0.6% | Reduced |
| Cubic Asset Management, LLC | 13,980 | $350.3K | 0.10% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 14,027 | $352.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 14,223 | $356.4K | 0.00% | −740−4.9% | Reduced |
| Exchange Traded Concepts, LLC | 14,733 | $369.2K | 0.01% | +14,733 | New |
| Victory Capital Management Inc | 15,303 | $383.5K | 0.00% | −14,107−48.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 16,500 | $413.5K | 0.05% | +16,500 | New |
| Ironwood Investment Management LLC | 16,552 | $414.8K | 0.26% | −253−1.5% | Reduced |
| Wells Fargo & Company | 16,625 | $416.6K | 0.00% | +7,239+77.1% | Added |
| The PNC Financial Services Group, Inc. | 16,803 | $421.1K | 0.00% | −158−0.9% | Reduced |
| Maryland State Retirement & Pension System | 17,864 | $447.7K | 0.01% | −670−3.6% | Reduced |
| Manufacturers Life Insurance Company, The | 18,017 | $451.5K | 0.00% | +84+0.5% | Added |
| Etfidea, LLC | 18,178 | $455.5K | 0.20% | 00.0% | Unchanged |
| Amalgamated Bank | 18,656 | $468.0K | 0.00% | −1,933−9.4% | Reduced |
| State Board of Administration of Florida Retirement System | 19,209 | $481.4K | 0.00% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 19,604 | $491.3K | 0.04% | −15,548−44.2% | Reduced |
| Franklin Resources Inc | 19,662 | $492.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 20,596 | $516.1K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 20,700 | $518.7K | 0.01% | −700−3.3% | Reduced |
| First Republic Investment Management, Inc. | 20,730 | $519.5K | 0.00% | +1,917+10.2% | Added |
| Janus Henderson Group PLC | 21,133 | $529.8K | 0.00% | +21,133 | New |
| AE Wealth Management LLC | 21,339 | $534.8K | 0.00% | +21,339 | New |
| Two Sigma Investments, LP | 22,384 | $560.9K | 0.00% | −26,555−54.3% | Reduced |
| New York State Common Retirement Fund | 22,530 | $564.6K | 0.00% | −9,390−29.4% | Reduced |
| Yousif Capital Management, LLC | 22,794 | $571.2K | 0.01% | −3,935−14.7% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 22,807 | $571.5K | 0.37% | −130,529−85.1% | Reduced |
| MetLife Investment Management | 22,916 | $574.3K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 23,456 | $587.8K | 0.00% | −256−1.1% | Reduced |
| Verdad Advisers, LP | 24,000 | $601.4K | 1.21% | +24,000 | New |
| Gsa Capital Partners LLP | 24,104 | $604.0K | 0.06% | +24,104 | New |
| Public Employees Retirement System of Ohio | 24,881 | $624.0K | 0.00% | 00.0% | Unchanged |