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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 26,280 | $658.6K | 0.00% | +7,170+37.5% | Added |
| Citigroup Inc | 26,487 | $663.8K | 0.00% | −6,273−19.1% | Reduced |
| HRT Financial LP | 27,398 | $686.0K | 0.01% | −36,429−57.1% | Reduced |
| Royal Bank of Canada | 27,442 | $688.0K | 0.00% | −2,338−7.9% | Reduced |
| Price T Rowe Associates Inc | 27,573 | $691.0K | 0.00% | +427+1.6% | Added |
| Ensign Peak Advisors, Inc | 28,490 | $714.0K | 0.00% | +2,700+10.5% | Added |
| BNP Paribas Arbitrage, SA | 30,149 | $755.5K | 0.00% | +10,095+50.3% | Added |
| State of Alaska, Department of Revenue | 30,377 | $761.0K | 0.01% | −976−3.1% | Reduced |
| UBS Group AG | 30,894 | $774.2K | 0.00% | +7,610+32.7% | Added |
| Select Asset Management & Trust | 32,245 | $808.0K | 0.71% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 33,818 | $847.5K | 0.00% | +33,818 | New |
| Gamco Investors, Inc. Et Al | 34,300 | $859.6K | 0.01% | +1,000+3.0% | Added |
| Susquehanna International Group, LLP | 34,601 | $867.1K | 0.00% | +17,129+98.0% | Added |
| GWM Advisors LLC | 34,819 | $872.6K | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 35,426 | $887.8K | 0.00% | −9,326−20.8% | Reduced |
| Rafferty Asset Management, LLC | 37,294 | $934.6K | 0.01% | +22,943+159.9% | Added |
| Ergoteles LLC | 38,100 | $954.8K | 0.04% | +10,977+40.5% | Added |
| Ziegler Capital Management, LLC | 38,255 | $958.7K | 0.04% | +38,255 | New |
| Texas Permanent School Fund | 39,783 | $997.0K | 0.01% | +9,513+31.4% | Added |
| Alpha DNA Investment Management LLC | 40,646 | $1.02M | 0.52% | +40,646 | New |
| Voloridge Investment Management, LLC | 41,216 | $1.03M | 0.01% | +41,216 | New |
| Prudential Financial Inc | 43,266 | $1.08M | 0.00% | −1,965−4.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 45,500 | $1.14M | 0.01% | +45,500 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,971 | $1.18M | 0.01% | −1,216−2.5% | Reduced |
| Barclays PLC | 48,099 | $1.21M | 0.00% | +15,485+47.5% | Added |
| Deutsche Bank AG | 49,860 | $1.25M | 0.00% | +7,591+18.0% | Added |
| Great West Life Assurance Co | 51,367 | $1.29M | 0.00% | −956−1.8% | Reduced |
| California State Teachers Retirement System | 53,483 | $1.34M | 0.00% | −1,604−2.9% | Reduced |
| Citadel Advisors LLC | 54,780 | $1.37M | 0.00% | +24,018+78.1% | Added |
| Credit Suisse AG | 55,018 | $1.38M | 0.00% | +1,178+2.2% | Added |
| Brandywine Global Investment Management, LLC | 56,582 | $1.42M | 0.01% | −58−0.1% | Reduced |
| AQR Capital Management LLC | 59,551 | $1.49M | 0.00% | −3,159−5.0% | Reduced |
| Graham Capital Management, L.P. | 61,810 | $1.55M | 0.05% | +30,277+96.0% | Added |
| Two Sigma Advisers, LP | 62,900 | $1.58M | 0.00% | +5,500+9.6% | Added |
| UBS Asset Management Americas Inc | 67,267 | $1.69M | 0.00% | +67,267 | New |
| South Dakota Investment Council | 74,294 | $1.86M | 0.04% | +74,294 | New |
| Public Sector Pension Investment Board | 78,021 | $1.96M | 0.01% | −3,893−4.8% | Reduced |
| Swiss National Bank | 92,400 | $2.32M | 0.00% | −12,300−11.7% | Reduced |
| Cubist Systematic Strategies, LLC | 93,937 | $2.35M | 0.02% | +82,682+734.6% | Added |
| SEI Investments Co | 97,017 | $2.43M | 0.00% | +14,170+17.1% | Added |
| HSBC Holdings PLC | 98,658 | $2.47M | 0.00% | +5,990+6.5% | Added |
| JPMorgan Chase & Co | 109,745 | $2.75M | 0.00% | +46,291+73.0% | Added |
| Commonwealth Equity Services, LLC | 121,771 | $3.05M | 0.01% | −20,140−14.2% | Reduced |
| Legal & General Group Plc | 126,386 | $3.17M | 0.00% | −2,695−2.1% | Reduced |
| Rhumbline Advisers | 147,720 | $3.70M | 0.00% | +4,473+3.1% | Added |
| Basswood Capital Management, L.L.C. | 147,794 | $3.70M | 0.26% | 00.0% | Unchanged |
| Grace & White Inc | 160,749 | $4.03M | 0.77% | −340−0.2% | Reduced |
| Renaissance Technologies LLC | 161,300 | $4.04M | 0.01% | +20,000+14.2% | Added |
| Voya Investment Management LLC | 168,460 | $4.22M | 0.00% | +26,733+18.9% | Added |
| D. E. Shaw & Co., Inc. | 174,173 | $4.36M | 0.01% | +153,703+750.9% | Added |
| LPL Financial LLC | 208,575 | $5.23M | 0.00% | −1,564−0.7% | Reduced |
| Millennium Management LLC | 213,394 | $5.35M | 0.01% | +181,032+559.4% | Added |
| Strategic Value Bank Partners LLC | 216,780 | $5.43M | 3.18% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 221,565 | $5.55M | 0.03% | −9,186−4.0% | Reduced |
| Ameriprise Financial Inc | 260,336 | $6.52M | 0.00% | −91,315−26.0% | Reduced |
| Principal Financial Group Inc | 268,071 | $6.72M | 0.00% | −6,910−2.5% | Reduced |
| Bank of America Corp | 286,657 | $7.18M | 0.00% | +215,810+304.6% | Added |
| American Century Companies Inc | 304,060 | $7.61M | 0.01% | +92,079+43.4% | Added |
| Charles Schwab Investment Management Inc | 327,755 | $8.21M | 0.00% | −8,511−2.5% | Reduced |
| Norges Bank | 383,185 | $9.60M | 0.00% | −11,772−3.0% | Reduced |
| HoldCo Asset Management, L.P. | 401,695 | $10.1M | 5.54% | +2,772+0.7% | Added |
| Aristotle Capital Boston, LLC | 424,075 | $10.6M | 0.33% | −796−0.2% | Reduced |
| Nuveen Asset Management, LLC | 494,483 | $12.4M | 0.00% | +24,397+5.2% | Added |
| Thrivent Financial for Lutherans | 500,618 | $12.5M | 0.03% | −115,718−18.8% | Reduced |
| Driehaus Capital Management LLC | 510,004 | $12.8M | 0.18% | −159,659−23.8% | Reduced |
| Northern Trust Corp | 522,071 | $13.1M | 0.00% | −20,630−3.8% | Reduced |
| Bank of New York Mellon Corp | 523,746 | $13.1M | 0.00% | −17,000−3.1% | Reduced |
| Morgan Stanley | 571,564 | $14.3M | 0.00% | −5,146−0.9% | Reduced |
| Boston Partners | 688,752 | $16.7M | 0.02% | +22,289+3.3% | Added |
| Goldman Sachs Group Inc | 776,450 | $19.5M | 0.01% | −348,220−31.0% | Reduced |
| Systematic Financial Management LP | 782,520 | $19.6M | 0.64% | −650.0% | Reduced |
| Geode Capital Management, LLC | 833,694 | $20.9M | 0.00% | +24,503+3.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 842,241 | $21.1M | 0.12% | +842,241 | New |
| Invesco Ltd. | 1,159,207 | $29.0M | 0.01% | −28,680−2.4% | Reduced |
| Wellington Management Group LLP | 1,162,475 | $29.1M | 0.01% | +45,008+4.0% | Added |
| Alliancebernstein L.P. | 1,557,734 | $39.0M | 0.02% | −95,736−5.8% | Reduced |
| Clark Capital Management Group, Inc. | 1,925,555 | $48.3M | 0.54% | +913,851+90.3% | Added |
| State Street Corp | 2,141,842 | $53.7M | 0.00% | +114,148+5.6% | Added |
| Dimensional Fund Advisors LP | 2,921,064 | $73.2M | 0.02% | −223,470−7.1% | Reduced |
| Vanguard Group Inc | 5,154,872 | $129.2M | 0.00% | −91,889−1.8% | Reduced |
| BlackRock Inc. | 6,616,955 | $165.8M | 0.00% | +126,150+1.9% | Added |
| Cerity Partners LLC | 587 | – | – | +587 | New |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −1,093,928−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −66,000−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −32,520−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −30,384−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −19,581−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −18,586−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −14,826−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −11,756−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −10,970−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −10,382−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| Plimoth Trust Co LLC | 0 | $0 | 0.00% | −7,899−100.0% | Sold out |
| Joel Isaacson & Co., LLC | 0 | $0 | 0.00% | −7,844−100.0% | Sold out |
| Advisor Partners II, LLC | 0 | $0 | 0.00% | −7,705−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −6,899−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −6,857−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −2,040−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |