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 |
|---|---|---|---|---|---|
| Etfidea, LLC | 16,300 | $371.6K | 0.13% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 15,362 | $350.3K | 0.19% | −267−1.7% | Reduced |
| HRT Financial LP | 15,130 | $344.0K | 0.00% | −1,987−11.6% | Reduced |
| FMR LLC | 14,915 | $340.1K | 0.00% | −41,849−73.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,831 | $338.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 14,821 | $337.9K | 0.01% | −761−4.9% | Reduced |
| The PNC Financial Services Group, Inc. | 13,994 | $319.1K | 0.00% | −645−4.4% | Reduced |
| Raymond James & Associates | 13,378 | $305.0K | 0.00% | +316+2.4% | Added |
| Amalgamated Bank | 12,959 | $295.0K | 0.00% | −500−3.7% | Reduced |
| State Board of Administration of Florida Retirement System | 12,589 | $287.0K | 0.00% | −6,620−34.5% | Reduced |
| 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 |
| Arizona State Retirement System | 12,213 | $278.5K | 0.00% | +211+1.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,858 | $270.4K | 0.00% | +3,789+47.0% | Added |
| Beese Fulmer Investment Management, Inc. | 11,696 | $266.7K | 0.02% | −1,000−7.9% | Reduced |
| PDT Partners, LLC | 11,591 | $264.3K | 0.03% | −3,867−25.0% | Reduced |
| SlateStone Wealth, LLC | 11,370 | $259.0K | 0.03% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 11,181 | $254.9K | 0.00% | +4,629+70.7% | Added |
| Congress Wealth Management LLC | 11,100 | $253.1K | 0.00% | +11,100 | New |
| Pathstone Holdings, LLC | 10,749 | $245.1K | 0.00% | +1,303+13.8% | Added |
| Berkshire Bank | 10,584 | $241.3K | 0.06% | −2,000−15.9% | Reduced |
| New York State Teachers Retirement System | 10,577 | $241.0K | 0.00% | −500−4.5% | Reduced |
| J.W. Cole Advisors, Inc. | 10,431 | $237.8K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 10,323 | $235.4K | 0.00% | −1,100−9.6% | Reduced |
| Teton Advisors, Inc. | 9,660 | $220.2K | 0.09% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 9,416 | $217.0K | 0.00% | +9,416 | New |
| Bank of Montreal | 9,502 | $216.6K | 0.00% | −573−5.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,160 | $208.8K | 0.00% | −62−0.7% | Reduced |
| Public Employees Retirement Association of Colorado | 8,909 | $203.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 8,873 | $202.3K | 0.01% | +8,873 | New |
| Quantbot Technologies LP | 8,126 | $185.3K | 0.01% | −4,666−36.5% | Reduced |
| St Germain D J Co Inc | 6,087 | $138.8K | 0.01% | −729−10.7% | Reduced |
| Amundi | 6,086 | $136.9K | 0.00% | −1,523−20.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,879 | $134.0K | 0.00% | +2,169+58.5% | Added |
| Federated Hermes, Inc. | 4,605 | $105.0K | 0.00% | −78−1.7% | Reduced |
| Meeder Asset Management Inc | 4,545 | $103.6K | 0.01% | +4,545 | New |
| Ameritas Investment Partners, Inc. | 4,382 | $99.9K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,818 | $41.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,140 | $26.0K | 0.00% | +954+512.9% | Added |
| Farther Finance Advisors, LLC | 1,020 | $23.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 958 | $21.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 814 | $18.7K | 0.00% | +103+14.5% | Added |
| TD Private Client Wealth LLC | 793 | $18.1K | 0.00% | −415−34.4% | Reduced |
| Innealta Capital, LLC | 775 | $17.7K | 0.01% | +775 | New |
| Glen Eagle Advisors, LLC | 771 | $17.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 728 | $16.6K | 0.00% | +145+24.9% | Added |
| nVerses Capital, LLC | 600 | $13.7K | 0.01% | +600 | New |
| New England Capital Financial Advisors LLC | 593 | $13.5K | 0.01% | +5+0.9% | Added |
| Pinnacle Holdings, LLC | 540 | $12.3K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 514 | $11.7K | 0.00% | +112+27.9% | Added |
| Catalyst Funds Management Pty Ltd | 400 | $9.12K | 0.00% | −2,400−85.7% | Reduced |
| GW&K Investment Management, LLC | 415 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 394 | $8.98K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 354 | $8.07K | 0.00% | +11+3.2% | Added |
| Armstrong Advisory Group, Inc | 327 | $7.46K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 325 | $7.41K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 296 | $6.75K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 292 | $6.66K | 0.00% | +85+41.1% | Added |
| Smartleaf Asset Management LLC | 234 | $5.19K | 0.00% | +234 | New |
| Quarry LP | 210 | $4.79K | 0.00% | −300−58.8% | Reduced |
| CWM, LLC | 168 | $4.00K | 0.00% | +146+663.6% | Added |
| Eagle Bay Advisors LLC | 129 | $2.94K | 0.00% | −71−35.5% | Reduced |
| Parallel Advisors, LLC | 123 | $2.79K | 0.00% | +30+32.3% | Added |
| LGT Financial Advisors LLC | 120 | $2.74K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 72 | $1.64K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 65 | $1.48K | 0.00% | −29−30.9% | Reduced |
| Russell Investments Group, Ltd. | 58 | $1.32K | 0.00% | +58 | New |
| Mather Group, LLC. | 52 | $1.19K | 0.00% | +52 | New |
| EverSource Wealth Advisors, LLC | 42 | $1.16K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 48 | $1.09K | 0.00% | +30+166.7% | Added |
| Creekmur Asset Management LLC | 45 | $1.03K | 0.00% | +45 | New |
| Farmers & Merchants Investments Inc | 31 | $707 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 20 | $456 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $456 | 0.00% | +15+300.0% | Added |
| Larson Financial Group LLC | 8 | $182 | 0.00% | +8 | New |
| SRS Capital Advisors, Inc. | 6 | $137 | 0.00% | +6 | New |
| Huntington National Bank | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −55,834−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −41,933−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −37,375−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −23,421−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −20,596−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,308−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −12,399−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −8,752−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −8,736−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −5,226−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,113−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,470−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Community Bank, N.A. | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Ziegler Capital Management, LLC | – | – | – | – | Not filed |
| Cubic Asset Management, LLC | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |