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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 625,824 | $17.8M | 0.01% | +2,694+0.4% | Added |
| Nuveen Asset Management, LLC | 665,007 | $18.9M | 0.01% | +7,564+1.2% | Added |
| Morgan Stanley | 684,579 | $19.5M | 0.00% | +23,776+3.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 691,868 | $19.7M | 0.07% | −1,195−0.2% | Reduced |
| Citadel Advisors LLC | 967,943 | $27.5M | 0.03% | +960,885+13,614.1% | Added |
| Geode Capital Management, LLC | 975,304 | $27.7M | 0.00% | −3,856−0.4% | Reduced |
| Systematic Financial Management LP | 999,861 | $28.4M | 0.72% | +47,234+5.0% | Added |
| Adage Capital Partners GP, L.L.C. | 1,034,483 | $29.4M | 0.05% | +1,034,483 | New |
| Wellington Management Group LLP | 1,052,150 | $29.9M | 0.01% | −611,988−36.8% | Reduced |
| Alliancebernstein L.P. | 1,087,700 | $30.9M | 0.01% | −99,477−8.4% | Reduced |
| Invesco Ltd. | 1,291,547 | $36.7M | 0.01% | +222,162+20.8% | Added |
| State Street Corp | 2,258,466 | $64.2M | 0.00% | +138,991+6.6% | Added |
| Dimensional Fund Advisors LP | 2,686,281 | $76.4M | 0.02% | +10,579+0.4% | Added |
| Vanguard Group Inc | 5,152,068 | $146.5M | 0.00% | +11,365+0.2% | Added |
| BlackRock, Inc. | 6,188,878 | $175.9M | 0.00% | −123,017−1.9% | Reduced |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −688,622−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −103,112−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −11,058−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −7,885−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,244−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Etfidea, LLC | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |