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 2024
Institutional positions in Beacon Financial Corp as of Dec 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
- 215
- +29 vs. Q3 2024
- Shares held
- 40.1M
- +4.11M (+11.4%) vs. Q3 2024
- Total value
- $1.14B
- +$170.2M (+17.5%) vs. Q3 2024
- New holders
- 40
- 68 more added
- Sold out
- 11
- 56 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | +1+33.3% | Added |
| Huntington National Bank | 1 | $28 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $28 | 0.00% | +1 | New |
| Larson Financial Group LLC | 8 | $227 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $398 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 25 | $711 | 0.00% | +25 | New |
| Farmers & Merchants Investments Inc | 31 | $881 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 38 | $1.08K | 0.00% | +32+533.3% | Added |
| Mather Group, LLC. | 50 | $1.42K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 65 | $1.85K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 70 | $1.99K | 0.00% | +10+16.7% | Added |
| EverSource Wealth Advisors, LLC | 83 | $2.36K | 0.00% | +41+97.6% | Added |
| Parallel Advisors, LLC | 90 | $2.56K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 96 | $2.73K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 108 | $3.07K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 120 | $3.41K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 132 | $3.75K | 0.00% | +39+41.9% | Added |
| Fifth Third Bancorp | 191 | $5.43K | 0.00% | −180−48.5% | Reduced |
| Quadrant Capital Group LLC | 296 | $8.42K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 325 | $9.24K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 327 | $9.30K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 363 | $10.3K | 0.00% | +363 | New |
| Mitsubishi UFJ Trust & Banking Corp | 370 | $10.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 394 | $11.2K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 415 | $12.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 500 | $14.2K | 0.00% | +100+25.0% | Added |
| R Squared Ltd | 500 | $14.2K | 0.01% | +500 | New |
| Pinnacle Holdings, LLC | 540 | $15.4K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 595 | $16.9K | 0.00% | +595 | New |
| New England Capital Financial Advisors LLC | 597 | $17.0K | 0.01% | +4+0.7% | Added |
| Whittier Trust Co | 728 | $20.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 725 | $21.0K | 0.00% | +287+65.5% | Added |
| Glen Eagle Advisors, LLC | 771 | $21.9K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 845 | $24.0K | 0.00% | +845 | New |
| TD Private Client Wealth LLC | 850 | $24.2K | 0.00% | +57+7.2% | Added |
| Ronald Blue Trust, Inc. | 871 | $24.8K | 0.00% | +40+4.8% | Added |
| Farther Finance Advisors, LLC | 1,023 | $29.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,082 | $30.8K | 0.01% | +124+12.9% | Added |
| Smartleaf Asset Management LLC | 1,112 | $31.4K | 0.00% | +821+282.1% | Added |
| Simplex Trading, LLC | 1,128 | $32.0K | 0.00% | +1,128 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,140 | $32.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,291 | $36.7K | 0.01% | +759+142.7% | Added |
| Sterling Capital Management LLC | 1,376 | $39.1K | 0.00% | +1,224+805.3% | Added |
| Russell Investments Group, Ltd. | 2,265 | $64.4K | 0.00% | +2,169+2,259.4% | Added |
| Advisor Group Holdings, Inc. | 2,265 | $64.4K | 0.00% | +2,265 | New |
| KBC Group NV | 2,869 | $82.0K | 0.00% | +1,051+57.8% | Added |
| Shell Asset Management Co | 3,480 | $99.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,774 | $107.3K | 0.00% | −1,432−27.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,100 | $116.6K | 0.00% | −1,500−26.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,382 | $124.6K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,395 | $125.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 5,321 | $151.0K | 0.00% | −1,565−22.7% | Reduced |
| St Germain D J Co Inc | 5,985 | $170.2K | 0.01% | −102−1.7% | Reduced |
| Squarepoint Ops LLC | 7,131 | $202.7K | 0.00% | −7,363−50.8% | Reduced |
| Plimoth Trust Co LLC | 7,184 | $204.2K | 0.05% | +7,184 | New |
| Man Group plc | 7,595 | $215.9K | 0.00% | +7,595 | New |
| Victory Capital Management Inc | 7,843 | $223.0K | 0.00% | −138−1.7% | Reduced |
| Joel Isaacson & Co., LLC | 7,844 | $223.0K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,068 | $229.4K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 8,259 | $234.8K | 0.00% | −2,490−23.2% | Reduced |
| Algert Global LLC | 8,327 | $236.7K | 0.01% | +8,327 | New |
| Bleakley Financial Group, LLC | 8,336 | $237.0K | 0.01% | −629−7.0% | Reduced |
| Caxton Associates LP | 8,893 | $252.8K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,909 | $253.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,000 | $255.9K | 0.00% | −20−0.2% | Reduced |
| KLP Kapitalforvaltning AS | 9,000 | $255.9K | 0.00% | +9,000 | New |
| Police & Firemen's Retirement System of New Jersey | 9,214 | $262.0K | 0.00% | +9,214 | New |
| Quadrature Capital Ltd | 9,430 | $268.1K | 0.01% | +9,430 | New |
| New York State Teachers Retirement System | 9,577 | $272.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 9,923 | $282.1K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 10,292 | $292.6K | 0.00% | +690+7.2% | Added |
| J.W. Cole Advisors, Inc. | 10,380 | $295.1K | 0.01% | −51−0.5% | Reduced |
| Berkshire Bank | 10,584 | $300.9K | 0.07% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 11,130 | $316.4K | 0.00% | −729−6.1% | Reduced |
| Orion Portfolio Solutions, LLC | 11,130 | $316.4K | 0.00% | −729−6.1% | Reduced |
| SlateStone Wealth, LLC | 11,370 | $323.0K | 0.03% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 11,696 | $332.5K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 12,131 | $344.9K | 0.00% | −900−6.9% | Reduced |
| Amalgamated Bank | 12,393 | $352.0K | 0.00% | −112−0.9% | Reduced |
| Arizona State Retirement System | 12,475 | $354.7K | 0.00% | +9+0.1% | Added |
| Allianz Asset Management GmbH | 12,500 | $355.4K | 0.00% | +12,500 | New |
| State Board of Administration of Florida Retirement System | 12,589 | $357.9K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 12,600 | $358.2K | 0.00% | +12,600 | New |
| ProShare Advisors LLC | 12,923 | $367.4K | 0.00% | +3,980+44.5% | Added |
| The PNC Financial Services Group, Inc. | 13,241 | $376.4K | 0.00% | +382+3.0% | Added |
| SG Americas Securities, LLC | 13,368 | $380.0K | 0.00% | −9,778−42.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,423 | $381.6K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 13,462 | $382.7K | 0.00% | +13,462 | New |
| Centiva Capital, LP | 13,806 | $392.5K | 0.01% | +13,806 | New |
| New York State Common Retirement Fund | 14,187 | $403.3K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 14,250 | $405.1K | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 14,831 | $421.0K | 0.00% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 15,350 | $436.4K | 0.01% | −6,850−30.9% | Reduced |
| Yousif Capital Management, LLC | 15,979 | $454.3K | 0.01% | −450−2.7% | Reduced |
| Ironwood Investment Management LLC | 16,019 | $455.4K | 0.23% | +250+1.6% | Added |
| Maltese Capital Management LLC | 16,120 | $458.3K | 0.07% | +16,120 | New |
| Raymond James Financial Inc | 17,051 | $484.8K | 0.00% | +17,051 | New |
| Callan Family Office, LLC | 17,370 | $493.8K | 0.03% | +17,370 | New |
| Comerica Bank | 17,923 | $509.5K | 0.00% | −622−3.4% | Reduced |