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 |
|---|---|---|---|---|---|
| PDT Partners, LLC | 15,458 | $354.3K | 0.03% | −2,850−15.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,831 | $340.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 14,639 | $335.5K | 0.00% | +87+0.6% | Added |
| Maryland State Retirement & Pension System | 15,582 | $322.4K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,949 | $319.7K | 0.00% | −35,232−71.6% | Reduced |
| Cubic Asset Management, LLC | 13,470 | $308.7K | 0.07% | 00.0% | Unchanged |
| Amalgamated Bank | 13,459 | $308.0K | 0.00% | −2,360−14.9% | Reduced |
| Quadrature Capital Ltd | 13,308 | $304.8K | 0.01% | −6,244−31.9% | Reduced |
| Raymond James & Associates | 13,062 | $299.4K | 0.00% | −4,781−26.8% | Reduced |
| Quantbot Technologies LP | 12,792 | $293.2K | 0.02% | +12,792 | New |
| Beese Fulmer Investment Management, Inc. | 12,696 | $291.0K | 0.03% | −100−0.8% | Reduced |
| Berkshire Bank | 12,584 | $288.4K | 0.07% | 00.0% | Unchanged |
| Jump Financial, LLC | 12,399 | $284.2K | 0.01% | +12,399 | New |
| Arizona State Retirement System | 12,002 | $275.1K | 0.00% | −301−2.4% | 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 |
| Oregon Public Employees Retirement Fund | 11,423 | $261.8K | 0.01% | −1,100−8.8% | Reduced |
| SlateStone Wealth, LLC | 11,370 | $261.0K | 0.03% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 11,077 | $254.0K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 10,753 | $246.5K | 0.04% | +10,753 | New |
| J.W. Cole Advisors, Inc. | 10,431 | $232.1K | 0.01% | +51+0.5% | Added |
| Bank of Montreal | 10,075 | $231.3K | 0.00% | +190+1.9% | Added |
| Teton Advisors, Inc. | 9,660 | $221.4K | 0.08% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 9,446 | $216.5K | 0.00% | +703+8.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,222 | $211.4K | 0.00% | −30−0.3% | Reduced |
| Aquatic Capital Management LLC | 9,000 | $206.3K | 0.01% | +6,600+275.0% | Added |
| Public Employees Retirement Association of Colorado | 8,909 | $204.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 8,752 | $200.6K | 0.00% | +601+7.4% | Added |
| Victory Capital Management Inc | 8,736 | $200.2K | 0.00% | −103−1.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,069 | $184.9K | 0.00% | −3,898−32.6% | Reduced |
| Amundi | 7,609 | $159.6K | 0.00% | +1,918+33.7% | Added |
| St Germain D J Co Inc | 6,816 | $156.2K | 0.01% | −112−1.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 6,552 | $145.8K | 0.00% | +6,552 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 5,226 | $119.8K | 0.03% | +5,226 | New |
| SG Americas Securities, LLC | 5,113 | $117.0K | 0.00% | −972−16.0% | Reduced |
| Federated Hermes, Inc. | 4,683 | $107.3K | 0.00% | −551−10.5% | Reduced |
| Ameritas Investment Partners, Inc. | 4,382 | $100.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,710 | $85.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,674 | $84.0K | 0.00% | −419−10.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 2,800 | $64.2K | 0.02% | +2,800 | New |
| Metropolitan Life Insurance Co | 2,470 | $56.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,225 | $51.0K | 0.00% | −14,158−86.4% | Reduced |
| KBC Group NV | 1,818 | $42.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,208 | $27.7K | 0.00% | +456+60.6% | Added |
| Farther Finance Advisors, LLC | 1,020 | $22.7K | 0.00% | +5+0.5% | Added |
| Versant Capital Management, Inc | 958 | $22.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 771 | $17.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 711 | $16.3K | 0.00% | −152−17.6% | Reduced |
| New England Capital Financial Advisors LLC | 588 | $13.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 583 | $13.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 540 | $12.4K | 0.00% | +540 | New |
| Quarry LP | 510 | $11.7K | 0.00% | +510 | New |
| GW&K Investment Management, LLC | 415 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 430 | $9.86K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 402 | $9.21K | 0.00% | +101+33.6% | Added |
| Lindbrook Capital, LLC | 394 | $9.03K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 327 | $8.12K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 343 | $7.86K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 325 | $7.51K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 296 | $6.79K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 264 | $6.05K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 207 | $4.74K | 0.00% | +133+179.7% | Added |
| Fortitude Family Office, LLC | 203 | $4.65K | 0.00% | +203 | New |
| Eagle Bay Advisors LLC | 200 | $4.62K | 0.00% | +56+38.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 186 | $4.26K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 120 | $2.75K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 94 | $2.15K | 0.00% | −1,065−91.9% | Reduced |
| Parallel Advisors, LLC | 93 | $2.14K | 0.00% | +2+2.2% | Added |
| Massmutual Trust Co FSB | 72 | $1.65K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 22 | $1.00K | 0.00% | +16+266.7% | Added |
| EverSource Wealth Advisors, LLC | 42 | $895 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $711 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 20 | $462 | 0.00% | +20 | New |
| Umb Bank N A | 18 | $413 | 0.00% | +18 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $206 | 0.00% | +9 | New |
| Rothschild Investment LLC | 5 | $115 | 0.00% | +5 | New |
| Huntington National Bank | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| HoldCo Asset Management, L.P. | 0 | $0 | 0.00% | −401,695−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −49,400−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −48,193−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −32,061−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −29,286−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −26,964−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −22,974−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −19,918−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −11,875−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −10,884−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −9,494−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −8,284−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −6,987−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −747−100.0% | Sold out |