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 2024
Institutional positions in Beacon Financial Corp as of Mar 31, 2024. 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
- 178
- +5 vs. Q4 2023
- Shares held
- 35.9M
- −349.3K (−1.0%) vs. Q4 2023
- Total value
- $822.7M
- −$76.7M (−8.5%) vs. Q4 2023
- New holders
- 19
- 56 more added
- Sold out
- 14
- 61 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $115 | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $206 | 0.00% | +9 | New |
| Umb Bank N A | 18 | $413 | 0.00% | +18 | New |
| Front Row Advisors LLC | 20 | $462 | 0.00% | +20 | New |
| Farmers & Merchants Investments Inc | 31 | $711 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 42 | $895 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 22 | $1.00K | 0.00% | +16+266.7% | Added |
| Massmutual Trust Co FSB | 72 | $1.65K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 93 | $2.14K | 0.00% | +2+2.2% | Added |
| Parkside Financial Bank & Trust | 94 | $2.15K | 0.00% | −1,065−91.9% | Reduced |
| LGT Financial Advisors LLC | 120 | $2.75K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 186 | $4.26K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 200 | $4.62K | 0.00% | +56+38.9% | Added |
| Fortitude Family Office, LLC | 203 | $4.65K | 0.00% | +203 | New |
| GAMMA Investing LLC | 207 | $4.74K | 0.00% | +133+179.7% | Added |
| Community Bank, N.A. | 264 | $6.05K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 296 | $6.79K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 325 | $7.51K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 343 | $7.86K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 327 | $8.12K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 394 | $9.03K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 402 | $9.21K | 0.00% | +101+33.6% | Added |
| First Manhattan Co | 430 | $9.86K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 415 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 510 | $11.7K | 0.00% | +510 | New |
| Pinnacle Holdings, LLC | 540 | $12.4K | 0.00% | +540 | New |
| Whittier Trust Co | 583 | $13.4K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 588 | $13.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 711 | $16.3K | 0.00% | −152−17.6% | Reduced |
| Glen Eagle Advisors, LLC | 771 | $17.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 958 | $22.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,020 | $22.7K | 0.00% | +5+0.5% | Added |
| TD Private Client Wealth LLC | 1,208 | $27.7K | 0.00% | +456+60.6% | Added |
| KBC Group NV | 1,818 | $42.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,225 | $51.0K | 0.00% | −14,158−86.4% | Reduced |
| Metropolitan Life Insurance Co | 2,470 | $56.6K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,800 | $64.2K | 0.02% | +2,800 | New |
| Shell Asset Management Co | 3,674 | $84.0K | 0.00% | −419−10.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,710 | $85.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,382 | $100.4K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,683 | $107.3K | 0.00% | −551−10.5% | Reduced |
| SG Americas Securities, LLC | 5,113 | $117.0K | 0.00% | −972−16.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 5,226 | $119.8K | 0.03% | +5,226 | New |
| Mitsubishi UFJ Trust & Banking Corp | 6,552 | $145.8K | 0.00% | +6,552 | New |
| St Germain D J Co Inc | 6,816 | $156.2K | 0.01% | −112−1.6% | Reduced |
| Amundi | 7,609 | $159.6K | 0.00% | +1,918+33.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,069 | $184.9K | 0.00% | −3,898−32.6% | Reduced |
| Victory Capital Management Inc | 8,736 | $200.2K | 0.00% | −103−1.2% | Reduced |
| ProShare Advisors LLC | 8,752 | $200.6K | 0.00% | +601+7.4% | Added |
| Public Employees Retirement Association of Colorado | 8,909 | $204.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 9,000 | $206.3K | 0.01% | +6,600+275.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,222 | $211.4K | 0.00% | −30−0.3% | Reduced |
| Pathstone Holdings, LLC | 9,446 | $216.5K | 0.00% | +703+8.0% | Added |
| Teton Advisors, Inc. | 9,660 | $221.4K | 0.08% | 00.0% | Unchanged |
| Bank of Montreal | 10,075 | $231.3K | 0.00% | +190+1.9% | Added |
| J.W. Cole Advisors, Inc. | 10,431 | $232.1K | 0.01% | +51+0.5% | Added |
| Occudo Quantitative Strategies LP | 10,753 | $246.5K | 0.04% | +10,753 | New |
| New York State Teachers Retirement System | 11,077 | $254.0K | 0.00% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 11,370 | $261.0K | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 11,423 | $261.8K | 0.01% | −1,100−8.8% | Reduced |
| Brinker Capital Investments, LLC | 11,709 | $268.4K | 0.00% | −279−2.3% | Reduced |
| Orion Portfolio Solutions, LLC | 11,709 | $268.4K | 0.00% | −279−2.3% | Reduced |
| Arizona State Retirement System | 12,002 | $275.1K | 0.00% | −301−2.4% | Reduced |
| Jump Financial, LLC | 12,399 | $284.2K | 0.01% | +12,399 | New |
| Berkshire Bank | 12,584 | $288.4K | 0.07% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 12,696 | $291.0K | 0.03% | −100−0.8% | Reduced |
| Quantbot Technologies LP | 12,792 | $293.2K | 0.02% | +12,792 | New |
| Raymond James & Associates | 13,062 | $299.4K | 0.00% | −4,781−26.8% | Reduced |
| Quadrature Capital Ltd | 13,308 | $304.8K | 0.01% | −6,244−31.9% | Reduced |
| Amalgamated Bank | 13,459 | $308.0K | 0.00% | −2,360−14.9% | Reduced |
| Cubic Asset Management, LLC | 13,470 | $308.7K | 0.07% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,949 | $319.7K | 0.00% | −35,232−71.6% | Reduced |
| Maryland State Retirement & Pension System | 15,582 | $322.4K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 14,639 | $335.5K | 0.00% | +87+0.6% | Added |
| Teachers Retirement System of the State of Kentucky | 14,831 | $340.0K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 15,458 | $354.3K | 0.03% | −2,850−15.6% | Reduced |
| Ironwood Investment Management LLC | 15,629 | $358.2K | 0.17% | +203+1.3% | Added |
| Franklin Resources Inc | 15,635 | $358.4K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 16,123 | $369.5K | 0.00% | +16,123 | New |
| Wells Fargo & Company | 16,231 | $372.0K | 0.00% | +1,674+11.5% | Added |
| Etfidea, LLC | 16,300 | $373.6K | 0.13% | 00.0% | Unchanged |
| HRT Financial LP | 17,117 | $392.0K | 0.00% | −5,653−24.8% | Reduced |
| New York State Common Retirement Fund | 17,420 | $399.3K | 0.00% | −383−2.2% | Reduced |
| Royal Bank of Canada | 18,637 | $427.0K | 0.00% | −15,723−45.8% | Reduced |
| Yousif Capital Management, LLC | 19,249 | $441.2K | 0.00% | −1,980−9.3% | Reduced |
| Comerica Bank | 20,873 | $478.4K | 0.00% | −2,008−8.8% | Reduced |
| State Board of Administration of Florida Retirement System | 19,209 | $481.4K | 0.00% | +6,620+52.6% | Added |
| Janus Henderson Group PLC | 21,077 | $482.9K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 21,100 | $483.6K | 0.01% | −400−1.9% | Reduced |
| BNP Paribas Arbitrage, SA | 21,698 | $497.3K | 0.00% | +9,472+77.5% | Added |
| Manufacturers Life Insurance Company, The | 21,728 | $498.0K | 0.00% | +4,652+27.2% | Added |
| US Bancorp | 22,012 | $504.5K | 0.00% | −1,469−6.3% | Reduced |
| South Dakota Investment Council | 22,239 | $510.0K | 0.01% | −46,355−67.6% | Reduced |
| Deutsche Bank AG | 22,545 | $516.7K | 0.00% | +1,503+7.1% | Added |
| MetLife Investment Management | 22,916 | $525.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 20,596 | $528.3K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 23,421 | $536.8K | 0.00% | −216−0.9% | Reduced |
| Public Employees Retirement System of Ohio | 24,021 | $550.6K | 0.00% | −860−3.5% | Reduced |