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, Q2 2023
Institutional positions in Beacon Financial Corp as of Jun 30, 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
- 172
- −10 vs. Q1 2023
- Shares held
- 36.6M
- −812.5K (−2.2%) vs. Q1 2023
- Total value
- $758.7M
- −$178.0M (−19.0%) vs. Q1 2023
- New holders
- 20
- 55 more added
- Sold out
- 30
- 59 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 6,514,141 | $135.0M | 0.00% | −102,814−1.6% | Reduced |
| Vanguard Group Inc | 5,077,406 | $105.3M | 0.00% | −77,466−1.5% | Reduced |
| Dimensional Fund Advisors LP | 2,704,410 | $56.1M | 0.02% | −216,654−7.4% | Reduced |
| State Street Corp | 2,213,495 | $45.9M | 0.00% | +71,653+3.3% | Added |
| Clark Capital Management Group, Inc. | 1,875,028 | $38.9M | 0.35% | −50,527−2.6% | Reduced |
| Alliancebernstein L.P. | 1,724,977 | $35.8M | 0.01% | +167,243+10.7% | Added |
| Invesco Ltd. | 1,224,873 | $25.4M | 0.01% | +65,666+5.7% | Added |
| Wellington Management Group LLP | 1,180,829 | $24.5M | 0.00% | +18,354+1.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,040,107 | $21.6M | 0.12% | +197,866+23.5% | Added |
| Geode Capital Management, LLC | 866,285 | $18.0M | 0.00% | +32,591+3.9% | Added |
| Systematic Financial Management LP | 816,151 | $16.9M | 0.53% | +33,631+4.3% | Added |
| Goldman Sachs Group Inc | 714,939 | $14.8M | 0.00% | −61,511−7.9% | Reduced |
| Boston Partners | 663,026 | $14.0M | 0.02% | −25,726−3.7% | Reduced |
| Morgan Stanley | 571,059 | $11.8M | 0.00% | −505−0.1% | Reduced |
| Northern Trust Corp | 531,161 | $11.0M | 0.00% | +9,090+1.7% | Added |
| Nuveen Asset Management, LLC | 528,755 | $11.0M | 0.00% | +34,272+6.9% | Added |
| Bank of New York Mellon Corp | 512,515 | $10.6M | 0.00% | −11,231−2.1% | Reduced |
| Aristotle Capital Boston, LLC | 441,260 | $9.15M | 0.27% | +17,185+4.1% | Added |
| HoldCo Asset Management, L.P. | 401,695 | $8.33M | 5.28% | 00.0% | Unchanged |
| Norges Bank | 383,185 | $7.94M | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 345,734 | $7.17M | 0.00% | +17,979+5.5% | Added |
| American Century Companies Inc | 344,417 | $7.14M | 0.01% | +40,357+13.3% | Added |
| Principal Financial Group Inc | 251,925 | $5.22M | 0.00% | −16,146−6.0% | Reduced |
| Ameriprise Financial Inc | 249,147 | $5.16M | 0.00% | −11,189−4.3% | Reduced |
| Strategic Value Bank Partners LLC | 216,780 | $4.49M | 2.95% | 00.0% | Unchanged |
| LPL Financial LLC | 206,832 | $4.29M | 0.00% | −1,743−0.8% | Reduced |
| Voya Investment Management LLC | 200,892 | $4.16M | 0.00% | +32,432+19.3% | Added |
| Renaissance Technologies LLC | 198,900 | $4.12M | 0.01% | +37,600+23.3% | Added |
| Jacobs Levy Equity Management, Inc | 189,157 | $3.92M | 0.02% | −32,408−14.6% | Reduced |
| Bank of America Corp | 167,010 | $3.46M | 0.00% | −119,647−41.7% | Reduced |
| Grace & White Inc | 160,149 | $3.32M | 0.61% | −600−0.4% | Reduced |
| Basswood Capital Management, L.L.C. | 147,794 | $3.06M | 0.23% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 146,276 | $3.03M | 0.00% | −27,897−16.0% | Reduced |
| Rhumbline Advisers | 138,900 | $2.88M | 0.00% | −8,820−6.0% | Reduced |
| Commonwealth Equity Services, LLC | 123,378 | $2.56M | 0.01% | +1,607+1.3% | Added |
| Legal & General Group Plc | 123,138 | $2.55M | 0.00% | −3,248−2.6% | Reduced |
| Bridgeway Capital Management, LLC | 118,930 | $2.47M | 0.06% | +118,930 | New |
| SEI Investments Co | 99,013 | $2.05M | 0.00% | +1,996+2.1% | Added |
| Qube Research & Technologies Ltd | 98,914 | $2.05M | 0.01% | +65,096+192.5% | Added |
| Swiss National Bank | 96,700 | $2.00M | 0.00% | +4,300+4.7% | Added |
| Empowered Funds, LLC | 93,930 | $1.95M | 0.07% | +93,930 | New |
| EA Series Trust | 93,930 | $1.95M | 0.07% | +93,930 | New |
| FMR LLC | 83,631 | $1.73M | 0.00% | +69,700+500.3% | Added |
| Barclays PLC | 81,424 | $1.69M | 0.00% | +33,325+69.3% | Added |
| UBS Asset Management Americas Inc | 67,267 | $1.69M | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 79,100 | $1.64M | 0.00% | +16,200+25.8% | Added |
| Public Sector Pension Investment Board | 78,592 | $1.63M | 0.01% | +571+0.7% | Added |
| South Dakota Investment Council | 74,594 | $1.55M | 0.03% | +300+0.4% | Added |
| Cubist Systematic Strategies, LLC | 72,682 | $1.51M | 0.02% | −21,255−22.6% | Reduced |
| Voloridge Investment Management, LLC | 72,034 | $1.49M | 0.01% | +30,818+74.8% | Added |
| Citigroup Inc | 70,520 | $1.46M | 0.00% | +44,033+166.2% | Added |
| JPMorgan Chase & Co | 62,943 | $1.30M | 0.00% | −46,802−42.6% | Reduced |
| Tudor Investment Corp Et Al | 62,481 | $1.30M | 0.02% | +62,481 | New |
| Rafferty Asset Management, LLC | 60,113 | $1.25M | 0.01% | +22,819+61.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 59,600 | $1.24M | 0.01% | +14,100+31.0% | Added |
| Credit Suisse AG | 59,319 | $1.23M | 0.00% | +4,301+7.8% | Added |
| Trexquant Investment LP | 58,018 | $1.20M | 0.03% | +44,929+343.3% | Added |
| Brandywine Global Investment Management, LLC | 56,582 | $1.17M | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 54,634 | $1.13M | 0.00% | +11,368+26.3% | Added |
| Two Sigma Investments, LP | 53,964 | $1.12M | 0.00% | +31,580+141.1% | Added |
| California State Teachers Retirement System | 52,266 | $1.08M | 0.00% | −1,217−2.3% | Reduced |
| First Trust Advisors LP | 50,525 | $1.05M | 0.00% | +15,099+42.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 50,049 | $1.04M | 0.01% | +3,078+6.6% | Added |
| Citadel Advisors LLC | 49,319 | $1.02M | 0.00% | −5,461−10.0% | Reduced |
| Millennium Management LLC | 48,827 | $1.01M | 0.00% | −164,567−77.1% | Reduced |
| Great West Life Assurance Co | 48,273 | $1.00M | 0.00% | −3,094−6.0% | Reduced |
| Jane Street Group, LLC | 44,504 | $922.6K | 0.00% | +44,504 | New |
| Thrivent Financial for Lutherans | 42,357 | $878.0K | 0.00% | −458,261−91.5% | Reduced |
| AQR Capital Management LLC | 40,181 | $833.0K | 0.00% | −19,370−32.5% | Reduced |
| Texas Permanent School Fund | 38,985 | $808.2K | 0.01% | −798−2.0% | Reduced |
| Gamco Investors, Inc. Et Al | 35,800 | $742.1K | 0.01% | +1,500+4.4% | Added |
| HSBC Holdings PLC | 35,203 | $735.2K | 0.00% | −63,455−64.3% | Reduced |
| GWM Advisors LLC | 34,819 | $721.8K | 0.01% | 00.0% | Unchanged |
| Select Asset Management & Trust | 32,245 | $668.0K | 0.41% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 30,955 | $641.7K | 0.02% | −7,300−19.1% | Reduced |
| State of Alaska, Department of Revenue | 29,133 | $603.0K | 0.01% | −1,244−4.1% | Reduced |
| Ensign Peak Advisors, Inc | 28,490 | $590.6K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 28,282 | $587.0K | 0.00% | +709+2.6% | Added |
| Susquehanna International Group, LLP | 27,423 | $568.5K | 0.00% | −7,178−20.7% | Reduced |
| Deutsche Bank AG | 26,302 | $545.2K | 0.00% | −23,558−47.2% | Reduced |
| Public Employees Retirement System of Ohio | 24,881 | $516.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 24,556 | $509.0K | 0.01% | +24,556 | New |
| Royal Bank of Canada | 23,852 | $494.0K | 0.00% | −3,590−13.1% | Reduced |
| State of Tennessee, Treasury Department | 23,787 | $493.1K | 0.00% | −2,493−9.5% | Reduced |
| American International Group, Inc. | 23,691 | $491.1K | 0.00% | +235+1.0% | Added |
| UBS Group AG | 23,243 | $481.8K | 0.00% | −7,651−24.8% | Reduced |
| Louisiana State Employees Retirement System | 23,200 | $480.9K | 0.01% | +2,500+12.1% | Added |
| MetLife Investment Management | 22,916 | $475.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 22,234 | $460.9K | 0.00% | +5,609+33.7% | Added |
| Yousif Capital Management, LLC | 21,154 | $438.5K | 0.01% | −1,640−7.2% | Reduced |
| Janus Henderson Group PLC | 21,113 | $437.6K | 0.00% | −20−0.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,596 | $427.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 19,681 | $408.0K | 0.00% | +19+0.1% | Added |
| Etfidea, LLC | 18,178 | $376.8K | 0.15% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 17,758 | $368.1K | 0.00% | −4,772−21.2% | Reduced |
| Manufacturers Life Insurance Company, The | 17,758 | $368.1K | 0.00% | −259−1.4% | Reduced |
| Raymond James & Associates | 17,731 | $367.6K | 0.00% | +5,027+39.6% | Added |
| Amalgamated Bank | 17,711 | $367.0K | 0.00% | −945−5.1% | Reduced |
| Maryland State Retirement & Pension System | 17,250 | $357.6K | 0.01% | −614−3.4% | Reduced |
| The PNC Financial Services Group, Inc. | 17,158 | $355.7K | 0.00% | +355+2.1% | Added |