Skip to main content
Livermore
Livermore
ZHEN

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, Q4 2023

Institutional positions in Beacon Financial Corp as of Dec 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
173
+1 vs. Q3 2023
Shares held
36.2M
−88 (0.0%) vs. Q3 2023
Total value
$899.4M
+$173.1M (+23.8%) vs. Q3 2023
New holders
15
55 more added
Sold out
14
68 more reduced

Compare with Q3 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.

Institutional holdersQ4 2023: 173 institutions
Q1 2021: 160 institutionsQ2 2021: 165 institutionsQ3 2021: 169 institutionsQ4 2021: 178 institutionsQ1 2022: 183 institutionsQ2 2022: 175 institutionsQ3 2022: 191 institutionsQ4 2022: 179 institutionsQ1 2023: 182 institutionsQ2 2023: 172 institutionsQ3 2023: 172 institutionsQ4 2023: 173 institutionsQ1 2024: 178 institutionsQ2 2024: 178 institutionsQ3 2024: 188 institutionsQ4 2024: 215 institutionsQ1 2025: 230 institutionsQ2 2025: 231 institutionsQ3 2025: 278 institutionsQ4 2025: 283 institutionsQ1 2026: 293 institutionsQ2 2026: 294 institutions
Value heldQ4 2023: $899.4M
Q1 2021: $885.0MQ2 2021: $1.11BQ3 2021: $1.04BQ4 2021: $1.12BQ1 2022: $1.12BQ2 2022: $913.6MQ3 2022: $1.01BQ4 2022: $1.10BQ1 2023: $936.8MQ2 2023: $758.7MQ3 2023: $726.2MQ4 2023: $899.4MQ1 2024: $822.7MQ2 2024: $824.3MQ3 2024: $971.0MQ4 2024: $1.14BQ1 2025: $1.13BQ2 2025: $1.12BQ3 2025: $1.74BQ4 2025: $2.02BQ1 2026: $2.33BQ2 2026: $2.35B
Institutions holding BBT and their total value by quarter
QuarterHoldersValue
Q2 2026294$2.35B
Q1 2026293$2.33B
Q4 2025283$2.02B
Q3 2025278$1.74B
Q2 2025231$1.12B
Q1 2025230$1.13B
Q4 2024215$1.14B
Q3 2024188$971.0M
Q2 2024178$824.3M
Q1 2024178$822.7M
Q4 2023173$899.4M
Q3 2023172$726.2M
Q2 2023172$758.7M
Q1 2023182$936.8M
Q4 2022179$1.10B
Q3 2022191$1.01B
Q2 2022175$913.6M
Q1 2022183$1.12B
Q4 2021178$1.12B
Q3 2021169$1.04B
Q2 2021165$1.11B
Q1 2021160$885.0M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q3 2023.

Institutions holding BBT in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Tower Research Capital LLC (TRC)16,383$406.8K0.01%+15,052+1,130.9%Added
Etfidea, LLC16,300$404.7K0.15%−1,878−10.3%Reduced
Amalgamated Bank15,819$393.0K0.00%−1,240−7.3%Reduced
Franklin Resources Inc15,635$388.2K0.00%−23−0.1%Reduced
Maryland State Retirement & Pension System15,582$386.9K0.01%−628−3.9%Reduced
Ironwood Investment Management LLC15,426$383.0K0.20%−295−1.9%Reduced
Teachers Retirement System of the State of Kentucky14,831$368.0K0.00%00.0%Unchanged
Wells Fargo & Company14,557$361.5K0.00%+1,051+7.8%Added
The PNC Financial Services Group, Inc.14,552$361.3K0.00%−2,072−12.5%Reduced
Cubic Asset Management, LLC13,470$334.5K0.09%−325−2.4%Reduced
Beese Fulmer Investment Management, Inc.12,796$317.7K0.03%00.0%Unchanged
State Board of Administration of Florida Retirement System12,589$312.6K0.00%00.0%Unchanged
Berkshire Bank12,584$312.5K0.08%00.0%Unchanged
Oregon Public Employees Retirement Fund12,523$310.9K0.01%−600−4.6%Reduced
Arizona State Retirement System12,303$305.5K0.00%−304−2.4%Reduced
BNP Paribas Arbitrage, SA12,226$303.6K0.00%−6,747−35.6%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)11,967$297.1K0.00%+4,287+55.8%Added
Caxton Associates LP11,875$294.9K0.02%00.0%Unchanged
Brinker Capital Investments, LLC11,988$291.2K0.00%−51−0.4%Reduced
Orion Portfolio Solutions, LLC11,988$291.2K0.00%−51−0.4%Reduced
SlateStone Wealth, LLC11,370$282.0K0.04%00.0%Unchanged
New York State Teachers Retirement System11,077$275.0K0.00%−1,100−9.0%Reduced
Private Advisor Group, LLC10,884$270.0K0.00%+806+8.0%Added
J.W. Cole Advisors, Inc.10,380$257.7K0.02%+10,380New
Bank of Montreal9,885$252.8K0.00%−902−8.4%Reduced
Teton Advisors, Inc.9,660$239.9K0.08%+9,660New
Aigen Investment Management, LP9,494$235.7K0.04%−7,943−45.6%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys9,252$229.7K0.00%−20,170−68.6%Reduced
Public Employees Retirement Association of Colorado8,909$221.0K0.00%00.0%Unchanged
Victory Capital Management Inc8,839$219.5K0.00%+8,839New
Pathstone Holdings, LLC8,743$217.1K0.00%+8,743New
Balyasny Asset Management LLC8,284$205.7K0.00%+8,284New
ProShare Advisors LLC8,151$202.4K0.00%+8,151New
Elequin Capital LP6,987$173.5K0.05%+1,113+18.9%Added
St Germain D J Co Inc6,928$172.0K0.01%+112+1.6%Added
SG Americas Securities, LLC6,085$151.0K0.00%−17,916−74.6%Reduced
Amundi5,691$135.7K0.00%+12+0.2%Added
Federated Hermes, Inc.5,234$130.0K0.00%−3−0.1%Reduced
Ameritas Investment Partners, Inc.4,382$108.8K0.00%00.0%Unchanged
Shell Asset Management Co4,093$102.0K0.00%−1,246−23.3%Reduced
Northwestern Mutual Wealth Management Co3,710$92.1K0.00%+110+3.1%Added
Metropolitan Life Insurance Co2,470$61.3K0.00%00.0%Unchanged
Aquatic Capital Management LLC2,400$60.0K0.00%−600−20.0%Reduced
KBC Group NV1,818$45.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust1,159$28.8K0.01%+91+8.5%Added
Farther Finance Advisors, LLC1,015$25.2K0.00%+1,015New
Versant Capital Management, Inc958$23.8K0.01%−178−15.7%Reduced
Glen Eagle Advisors, LLC771$19.1K0.00%00.0%Unchanged
TD Private Client Wealth LLC752$18.7K0.00%00.0%Unchanged
Trust Co of Vermont747$18.5K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.863$17.0K0.00%−233−21.3%Reduced
New England Capital Financial Advisors LLC588$14.6K0.01%+3+0.5%Added
Whittier Trust Co583$14.5K0.00%00.0%Unchanged
First Manhattan Co430$10.7K0.00%−700−61.9%Reduced
GW&K Investment Management, LLC415$10.0K0.00%+170+69.4%Added
Lindbrook Capital, LLC394$9.78K0.00%00.0%Unchanged
Fifth Third Bancorp343$8.52K0.00%+18+5.5%Added
Armstrong Advisory Group, Inc327$8.12K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC325$8.07K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.301$7.47K0.00%−847−73.8%Reduced
Quadrant Capital Group LLC296$7.35K0.00%+57+23.8%Added
Community Bank, N.A.264$6.55K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.186$4.48K0.00%00.0%Unchanged
Eagle Bay Advisors LLC144$3.58K0.00%−763−84.1%Reduced
LGT Financial Advisors LLC120$2.98K0.00%00.0%Unchanged
Parallel Advisors, LLC91$2.27K0.00%−31−25.4%Reduced
Massmutual Trust Co FSB72$1.79K0.00%00.0%Unchanged
GAMMA Investing LLC74$1.78K0.00%+74New
EverSource Wealth Advisors, LLC42$1.04K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc31$7700.00%00.0%Unchanged
Huntington National Bank1$250.00%00.0%Unchanged
CWM, LLC6$00.00%00.0%Unchanged
Covestor Ltd4$00.00%−1−20.0%Reduced
First Trust Advisors LP0$00.00%−113,766−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−111,292−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−57,166−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−50,487−100.0%Sold out
Squarepoint Ops LLC0$00.00%−28,174−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−18,636−100.0%Sold out
Citadel Advisors LLC0$00.00%−12,532−100.0%Sold out
Point72 Middle East FZE0$00.00%−9,393−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−4,373−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−1,009−100.0%Sold out
Mitsubishi UFJ Trust & Banking Corp0$00.00%−391−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−345−100.0%Sold out
Psagot Value Holdings Ltd. / (Israel)0$00.00%−243−100.0%Sold out
Front Row Advisors LLC0$00.00%−20−100.0%Sold out