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 |
|---|---|---|---|---|---|
| Front Row Advisors LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $643 | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 34 | $705 | 0.00% | +34 | New |
| Bessemer Group Inc | 55 | $1.00K | 0.00% | +55 | New |
| CWM, LLC | 58 | $1.00K | 0.00% | +58 | New |
| EverSource Wealth Advisors, LLC | 89 | $1.84K | 0.00% | +89 | New |
| Parallel Advisors, LLC | 90 | $1.87K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 212 | $4.39K | 0.00% | +110+107.8% | Added |
| GW&K Investment Management, LLC | 245 | $5.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 264 | $5.47K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 300 | $6.22K | 0.00% | +300 | New |
| Nisa Investment Advisors, LLC | 325 | $6.74K | 0.00% | −8−2.4% | Reduced |
| Armstrong Advisory Group, Inc | 327 | $6.78K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 345 | $7.15K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 381 | $7.90K | 0.00% | −57−13.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 362 | $8.00K | 0.00% | +362 | New |
| Lindbrook Capital, LLC | 394 | $8.17K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 575 | $11.9K | 0.00% | +66+13.0% | Added |
| Ronald Blue Trust, Inc. | 480 | $12.0K | 0.00% | +140+41.2% | Added |
| New England Capital Financial Advisors LLC | 582 | $12.1K | 0.01% | +2+0.3% | Added |
| Whittier Trust Co | 583 | $12.1K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 626 | $13.0K | 0.01% | −358−36.4% | Reduced |
| Trust Co of Vermont | 747 | $15.5K | 0.00% | −2,241−75.0% | Reduced |
| TD Private Client Wealth LLC | 752 | $15.6K | 0.00% | +329+77.8% | Added |
| Glen Eagle Advisors, LLC | 771 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 947 | $19.6K | 0.00% | +43+4.8% | Added |
| Point72 Asset Management, L.P. | 1,043 | $21.6K | 0.00% | −5,126−83.1% | Reduced |
| First Manhattan Co | 1,130 | $23.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,177 | $24.4K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,318 | $27.3K | 0.02% | −937−41.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,004 | $41.5K | 0.00% | −534−21.0% | Reduced |
| Pinnacle Holdings, LLC | 2,077 | $43.1K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,200 | $46.0K | 0.00% | +2,200 | New |
| Metropolitan Life Insurance Co | 2,470 | $51.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 3,198 | $66.0K | 0.00% | −659−17.1% | Reduced |
| Lazard Asset Management LLC | 3,425 | $71.0K | 0.00% | +1,798+110.5% | Added |
| Ameritas Investment Partners, Inc. | 3,453 | $71.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,600 | $74.6K | 0.00% | +3,000+500.0% | Added |
| Allspring Global Investments Holdings, LLC | 4,120 | $85.4K | 0.00% | +514+14.3% | Added |
| US Bancorp | 4,935 | $102.3K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 5,360 | $111.1K | 0.00% | −14−0.3% | Reduced |
| Shell Asset Management Co | 5,423 | $112.0K | 0.00% | −30−0.6% | Reduced |
| Amundi | 5,679 | $120.2K | 0.00% | −448−7.3% | Reduced |
| St Germain D J Co Inc | 6,816 | $141.3K | 0.01% | +6,816 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,680 | $159.2K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 8,016 | $166.2K | 0.08% | +8,016 | New |
| Public Employees Retirement Association of Colorado | 8,909 | $185.0K | 0.00% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 9,660 | $200.3K | 0.06% | 00.0% | Unchanged |
| Man Group plc | 10,882 | $225.6K | 0.00% | – | – |
| Berkshire Bank | 10,893 | $225.8K | 0.06% | +100+0.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,116 | $230.4K | 0.02% | +11,116 | New |
| SlateStone Wealth, LLC | 11,370 | $236.0K | 0.04% | 00.0% | Unchanged |
| Point72 Middle East FZE | 11,628 | $241.0K | 0.01% | +8,931+331.1% | Added |
| Caxton Associates LP | 11,875 | $246.2K | 0.04% | +11,875 | New |
| Bank of Montreal | 10,860 | $246.8K | 0.00% | −1,036−8.7% | Reduced |
| Graham Capital Management, L.P. | 12,084 | $250.5K | 0.01% | −49,726−80.4% | Reduced |
| New York State Teachers Retirement System | 12,277 | $255.0K | 0.00% | −600−4.7% | Reduced |
| Brinker Capital Investments, LLC | 12,408 | $257.2K | 0.00% | +12,408 | New |
| Orion Portfolio Solutions, LLC | 12,408 | $257.2K | 0.00% | +12,408 | New |
| Arizona State Retirement System | 12,479 | $258.7K | 0.00% | +86+0.7% | Added |
| State Board of Administration of Florida Retirement System | 12,519 | $259.5K | 0.00% | −6,690−34.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 12,796 | $265.3K | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 13,823 | $286.6K | 0.00% | −400−2.8% | Reduced |
| Cubic Asset Management, LLC | 13,980 | $289.8K | 0.08% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 14,831 | $308.0K | 0.00% | +804+5.7% | Added |
| Ironwood Investment Management LLC | 16,091 | $333.6K | 0.19% | −461−2.8% | Reduced |
| HRT Financial LP | 16,595 | $344.0K | 0.00% | −10,803−39.4% | Reduced |
| BNP Paribas Arbitrage, SA | 16,624 | $344.6K | 0.00% | −13,525−44.9% | Reduced |
| Exchange Traded Concepts, LLC | 16,725 | $346.7K | 0.01% | +1,992+13.5% | Added |
| The PNC Financial Services Group, Inc. | 17,158 | $355.7K | 0.00% | +355+2.1% | Added |
| Maryland State Retirement & Pension System | 17,250 | $357.6K | 0.01% | −614−3.4% | Reduced |
| Amalgamated Bank | 17,711 | $367.0K | 0.00% | −945−5.1% | Reduced |
| Raymond James & Associates | 17,731 | $367.6K | 0.00% | +5,027+39.6% | Added |
| 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 |
| Etfidea, LLC | 18,178 | $376.8K | 0.15% | 00.0% | Unchanged |
| Franklin Resources Inc | 19,681 | $408.0K | 0.00% | +19+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 20,596 | $427.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 21,113 | $437.6K | 0.00% | −20−0.1% | Reduced |
| Yousif Capital Management, LLC | 21,154 | $438.5K | 0.01% | −1,640−7.2% | Reduced |
| Wells Fargo & Company | 22,234 | $460.9K | 0.00% | +5,609+33.7% | Added |
| MetLife Investment Management | 22,916 | $475.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 23,200 | $480.9K | 0.01% | +2,500+12.1% | Added |
| UBS Group AG | 23,243 | $481.8K | 0.00% | −7,651−24.8% | Reduced |
| American International Group, Inc. | 23,691 | $491.1K | 0.00% | +235+1.0% | Added |
| State of Tennessee, Treasury Department | 23,787 | $493.1K | 0.00% | −2,493−9.5% | Reduced |
| Royal Bank of Canada | 23,852 | $494.0K | 0.00% | −3,590−13.1% | Reduced |
| National Asset Management, Inc. | 24,556 | $509.0K | 0.01% | +24,556 | New |
| Public Employees Retirement System of Ohio | 24,881 | $516.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 26,302 | $545.2K | 0.00% | −23,558−47.2% | Reduced |
| Susquehanna International Group, LLP | 27,423 | $568.5K | 0.00% | −7,178−20.7% | Reduced |
| Price T Rowe Associates Inc | 28,282 | $587.0K | 0.00% | +709+2.6% | Added |
| Ensign Peak Advisors, Inc | 28,490 | $590.6K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 29,133 | $603.0K | 0.01% | −1,244−4.1% | Reduced |
| Ziegler Capital Management, LLC | 30,955 | $641.7K | 0.02% | −7,300−19.1% | Reduced |
| Select Asset Management & Trust | 32,245 | $668.0K | 0.41% | 00.0% | Unchanged |
| GWM Advisors LLC | 34,819 | $721.8K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 35,203 | $735.2K | 0.00% | −63,455−64.3% | Reduced |