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 2024
Institutional positions in Beacon Financial Corp as of Jun 30, 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
- +4 vs. Q1 2024
- Shares held
- 36.2M
- +401.3K (+1.1%) vs. Q1 2024
- Total value
- $824.3M
- +$4.43M (+0.5%) vs. Q1 2024
- New holders
- 21
- 64 more added
- Sold out
- 17
- 63 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q1 2024.
| 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 |
| SRS Capital Advisors, Inc. | 6 | $137 | 0.00% | +6 | New |
| Larson Financial Group LLC | 8 | $182 | 0.00% | +8 | New |
| Front Row Advisors LLC | 20 | $456 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $456 | 0.00% | +15+300.0% | Added |
| Farmers & Merchants Investments Inc | 31 | $707 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 45 | $1.03K | 0.00% | +45 | New |
| Umb Bank N A | 48 | $1.09K | 0.00% | +30+166.7% | Added |
| EverSource Wealth Advisors, LLC | 42 | $1.16K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 52 | $1.19K | 0.00% | +52 | New |
| Russell Investments Group, Ltd. | 58 | $1.32K | 0.00% | +58 | New |
| Parkside Financial Bank & Trust | 65 | $1.48K | 0.00% | −29−30.9% | Reduced |
| Massmutual Trust Co FSB | 72 | $1.64K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 120 | $2.74K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 123 | $2.79K | 0.00% | +30+32.3% | Added |
| Eagle Bay Advisors LLC | 129 | $2.94K | 0.00% | −71−35.5% | Reduced |
| CWM, LLC | 168 | $4.00K | 0.00% | +146+663.6% | Added |
| Quarry LP | 210 | $4.79K | 0.00% | −300−58.8% | Reduced |
| Smartleaf Asset Management LLC | 234 | $5.19K | 0.00% | +234 | New |
| GAMMA Investing LLC | 292 | $6.66K | 0.00% | +85+41.1% | Added |
| Quadrant Capital Group LLC | 296 | $6.75K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 325 | $7.41K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 327 | $7.46K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 354 | $8.07K | 0.00% | +11+3.2% | Added |
| Lindbrook Capital, LLC | 394 | $8.98K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 415 | $9.00K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 400 | $9.12K | 0.00% | −2,400−85.7% | Reduced |
| Advisor Group Holdings, Inc. | 514 | $11.7K | 0.00% | +112+27.9% | Added |
| Pinnacle Holdings, LLC | 540 | $12.3K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 593 | $13.5K | 0.01% | +5+0.9% | Added |
| nVerses Capital, LLC | 600 | $13.7K | 0.01% | +600 | New |
| Whittier Trust Co | 728 | $16.6K | 0.00% | +145+24.9% | Added |
| Glen Eagle Advisors, LLC | 771 | $17.6K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 775 | $17.7K | 0.01% | +775 | New |
| TD Private Client Wealth LLC | 793 | $18.1K | 0.00% | −415−34.4% | Reduced |
| Ronald Blue Trust, Inc. | 814 | $18.7K | 0.00% | +103+14.5% | Added |
| Versant Capital Management, Inc | 958 | $21.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,020 | $23.2K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,140 | $26.0K | 0.00% | +954+512.9% | Added |
| KBC Group NV | 1,818 | $41.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,382 | $99.9K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 4,545 | $103.6K | 0.01% | +4,545 | New |
| Federated Hermes, Inc. | 4,605 | $105.0K | 0.00% | −78−1.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,879 | $134.0K | 0.00% | +2,169+58.5% | Added |
| Amundi | 6,086 | $136.9K | 0.00% | −1,523−20.0% | Reduced |
| St Germain D J Co Inc | 6,087 | $138.8K | 0.01% | −729−10.7% | Reduced |
| Quantbot Technologies LP | 8,126 | $185.3K | 0.01% | −4,666−36.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,873 | $202.3K | 0.01% | +8,873 | New |
| Public Employees Retirement Association of Colorado | 8,909 | $203.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,160 | $208.8K | 0.00% | −62−0.7% | Reduced |
| Bank of Montreal | 9,502 | $216.6K | 0.00% | −573−5.7% | Reduced |
| Private Advisor Group, LLC | 9,416 | $217.0K | 0.00% | +9,416 | New |
| Teton Advisors, Inc. | 9,660 | $220.2K | 0.09% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 10,323 | $235.4K | 0.00% | −1,100−9.6% | Reduced |
| J.W. Cole Advisors, Inc. | 10,431 | $237.8K | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 10,577 | $241.0K | 0.00% | −500−4.5% | Reduced |
| Berkshire Bank | 10,584 | $241.3K | 0.06% | −2,000−15.9% | Reduced |
| Pathstone Holdings, LLC | 10,749 | $245.1K | 0.00% | +1,303+13.8% | Added |
| Congress Wealth Management LLC | 11,100 | $253.1K | 0.00% | +11,100 | New |
| Mitsubishi UFJ Trust & Banking Corp | 11,181 | $254.9K | 0.00% | +4,629+70.7% | Added |
| SlateStone Wealth, LLC | 11,370 | $259.0K | 0.03% | 00.0% | Unchanged |
| PDT Partners, LLC | 11,591 | $264.3K | 0.03% | −3,867−25.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 11,696 | $266.7K | 0.02% | −1,000−7.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,858 | $270.4K | 0.00% | +3,789+47.0% | Added |
| Arizona State Retirement System | 12,213 | $278.5K | 0.00% | +211+1.8% | Added |
| Brinker Capital Investments, LLC | 12,379 | $282.2K | 0.00% | +670+5.7% | Added |
| Orion Portfolio Solutions, LLC | 12,379 | $282.2K | 0.00% | +670+5.7% | Added |
| State Board of Administration of Florida Retirement System | 12,589 | $287.0K | 0.00% | −6,620−34.5% | Reduced |
| Amalgamated Bank | 12,959 | $295.0K | 0.00% | −500−3.7% | Reduced |
| Raymond James & Associates | 13,378 | $305.0K | 0.00% | +316+2.4% | Added |
| The PNC Financial Services Group, Inc. | 13,994 | $319.1K | 0.00% | −645−4.4% | Reduced |
| Maryland State Retirement & Pension System | 14,821 | $337.9K | 0.01% | −761−4.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,831 | $338.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 14,915 | $340.1K | 0.00% | −41,849−73.7% | Reduced |
| HRT Financial LP | 15,130 | $344.0K | 0.00% | −1,987−11.6% | Reduced |
| Ironwood Investment Management LLC | 15,362 | $350.3K | 0.19% | −267−1.7% | Reduced |
| Etfidea, LLC | 16,300 | $371.6K | 0.13% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 17,118 | $390.3K | 0.00% | −2,131−11.1% | Reduced |
| New York State Common Retirement Fund | 17,787 | $405.5K | 0.00% | +367+2.1% | Added |
| Intech Investment Management LLC | 17,941 | $409.1K | 0.01% | +17,941 | New |
| South Dakota Investment Council | 18,052 | $412.0K | 0.01% | −4,187−18.8% | Reduced |
| Caxton Associates LP | 18,088 | $412.4K | 0.02% | +18,088 | New |
| Comerica Bank | 18,840 | $429.6K | 0.00% | −2,033−9.7% | Reduced |
| Tower Research Capital LLC (TRC) | 19,210 | $438.0K | 0.01% | +16,985+763.4% | Added |
| Deutsche Bank AG | 19,523 | $445.1K | 0.00% | −3,022−13.4% | Reduced |
| Janus Henderson Group PLC | 20,856 | $475.4K | 0.00% | −221−1.0% | Reduced |
| US Bancorp | 21,017 | $479.2K | 0.00% | −995−4.5% | Reduced |
| HSBC Holdings PLC | 21,268 | $483.1K | 0.00% | −39,591−65.1% | Reduced |
| Louisiana State Employees Retirement System | 21,400 | $487.9K | 0.01% | +300+1.4% | Added |
| Royal Bank of Canada | 21,748 | $496.0K | 0.00% | +3,111+16.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 22,778 | $519.3K | 0.00% | +22,778 | New |
| Manufacturers Life Insurance Company, The | 22,799 | $519.8K | 0.00% | +1,071+4.9% | Added |
| Public Employees Retirement System of Ohio | 22,846 | $520.9K | 0.00% | −1,175−4.9% | Reduced |
| Occudo Quantitative Strategies LP | 23,485 | $535.5K | 0.09% | +12,732+118.4% | Added |
| Wells Fargo & Company | 23,722 | $540.9K | 0.00% | +7,491+46.2% | Added |
| Citadel Advisors LLC | 23,953 | $546.1K | 0.00% | +7,830+48.6% | Added |
| Illinois Municipal Retirement Fund | 24,464 | $557.8K | 0.01% | +132+0.5% | Added |
| State of Alaska, Department of Revenue | 24,958 | $569.0K | 0.01% | −1,058−4.1% | Reduced |
| Corebridge Financial, Inc. | 25,159 | $573.6K | 0.00% | +25,159 | New |