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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 18,017 | $451.5K | 0.00% | +84+0.5% | Added |
| Maryland State Retirement & Pension System | 17,864 | $447.7K | 0.01% | −670−3.6% | Reduced |
| The PNC Financial Services Group, Inc. | 16,803 | $421.1K | 0.00% | −158−0.9% | Reduced |
| Wells Fargo & Company | 16,625 | $416.6K | 0.00% | +7,239+77.1% | Added |
| Ironwood Investment Management LLC | 16,552 | $414.8K | 0.26% | −253−1.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 16,500 | $413.5K | 0.05% | +16,500 | New |
| Victory Capital Management Inc | 15,303 | $383.5K | 0.00% | −14,107−48.0% | Reduced |
| Exchange Traded Concepts, LLC | 14,733 | $369.2K | 0.01% | +14,733 | New |
| Oregon Public Employees Retirement Fund | 14,223 | $356.4K | 0.00% | −740−4.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,027 | $352.0K | 0.00% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 13,980 | $350.3K | 0.10% | 00.0% | Unchanged |
| FMR LLC | 13,931 | $349.1K | 0.00% | −81−0.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 13,203 | $331.0K | 0.00% | +13,203 | New |
| Trexquant Investment LP | 13,089 | $328.0K | 0.01% | +13,089 | New |
| New York State Teachers Retirement System | 12,877 | $323.0K | 0.00% | −1,200−8.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 12,796 | $320.7K | 0.04% | 00.0% | Unchanged |
| Raymond James & Associates | 12,704 | $318.4K | 0.00% | +12,704 | New |
| Quantedge Capital Pte Ltd | 12,400 | $310.7K | 0.12% | −16,200−56.6% | Reduced |
| Arizona State Retirement System | 12,393 | $310.6K | 0.00% | +150+1.2% | Added |
| Bank of Montreal | 11,896 | $305.5K | 0.00% | +2,145+22.0% | Added |
| SlateStone Wealth, LLC | 11,370 | $285.0K | 0.06% | 00.0% | Unchanged |
| Berkshire Bank | 10,793 | $270.5K | 0.08% | 00.0% | Unchanged |
| Man Group plc | – | $252.7K | 0.00% | – | New |
| Teza Capital Management LLC | 9,967 | $249.8K | 0.05% | +9,967 | New |
| Teton Advisors, Inc. | 9,660 | $242.1K | 0.06% | −1,615−14.3% | Reduced |
| SG Americas Securities, LLC | 9,412 | $236.0K | 0.00% | −753−7.4% | Reduced |
| Mutual of America Capital Management LLC | 9,135 | $228.9K | 0.00% | −302−3.2% | Reduced |
| HBK Sorce Advisory LLC | 8,907 | $223.2K | 0.01% | −7,683−46.3% | Reduced |
| Public Employees Retirement Association of Colorado | 8,909 | $223.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 8,854 | $221.9K | 0.00% | +8,854 | New |
| Squarepoint Ops LLC | 8,650 | $216.8K | 0.00% | −20,355−70.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,680 | $192.5K | 0.00% | +1,741+29.3% | Added |
| Robeco Institutional Asset Management B.V. | 6,835 | $171.3K | 0.00% | +6,835 | New |
| Point72 Asset Management, L.P. | 6,169 | $154.6K | 0.00% | +6,169 | New |
| Amundi | 6,127 | $146.6K | 0.00% | +6,127 | New |
| Shell Asset Management Co | 5,453 | $137.0K | 0.01% | −19−0.3% | Reduced |
| Belpointe Asset Management LLC | 5,460 | $136.8K | 0.01% | +525+10.6% | Added |
| Federated Hermes, Inc. | 5,374 | $134.7K | 0.00% | −4−0.1% | Reduced |
| US Bancorp | 4,935 | $123.7K | 0.00% | −85−1.7% | Reduced |
| KBC Group NV | 3,857 | $97.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3,606 | $90.4K | 0.00% | +104+3.0% | Added |
| Ameritas Investment Partners, Inc. | 3,453 | $86.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,988 | $74.9K | 0.01% | −12−0.4% | Reduced |
| Point72 Middle East FZE | 2,697 | $67.6K | 0.00% | −1,297−32.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,538 | $63.0K | 0.00% | +1,910+304.1% | Added |
| Metropolitan Life Insurance Co | 2,470 | $61.9K | 0.00% | −254−9.3% | Reduced |
| Russell Investments Group, Ltd. | 2,271 | $56.9K | 0.00% | +2,271 | New |
| Quarry LP | 2,255 | $56.5K | 0.03% | +2,255 | New |
| Pinnacle Holdings, LLC | 2,077 | $52.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,627 | $40.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,177 | $29.5K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 1,130 | $28.3K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 984 | $24.7K | 0.01% | −145−12.8% | Reduced |
| Parkside Financial Bank & Trust | 904 | $22.7K | 0.01% | +320+54.8% | Added |
| Glen Eagle Advisors, LLC | 771 | $19.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 600 | $15.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 583 | $14.6K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 580 | $14.5K | 0.01% | +2+0.3% | Added |
| Advisor Group Holdings, Inc. | 509 | $12.8K | 0.00% | −617−54.8% | Reduced |
| Fifth Third Bancorp | 438 | $11.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 428 | $10.7K | 0.02% | +428 | New |
| TD Private Client Wealth LLC | 423 | $10.6K | 0.00% | +423 | New |
| Ronald Blue Trust, Inc. | 340 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 394 | $9.87K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 345 | $8.65K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 327 | $8.20K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 333 | $8.00K | 0.00% | −2,000−85.7% | Reduced |
| TCI Wealth Advisors, Inc. | 285 | $7.14K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 264 | $6.61K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 250 | $6.26K | 0.00% | +250 | New |
| GW&K Investment Management, LLC | 245 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 102 | $2.56K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 90 | $2.25K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 63 | $1.58K | 0.00% | +63 | New |
| Sageworth Trust Co | 40 | $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 | $852 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $777 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $677 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | −2−28.6% | Reduced |
| 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 |