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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 23,155 | $658.0K | 0.00% | +418+1.8% | Added |
| Corebridge Financial, Inc. | 22,833 | $649.1K | 0.00% | −1,783−7.2% | Reduced |
| Illinois Municipal Retirement Fund | 22,754 | $646.9K | 0.01% | −871−3.7% | Reduced |
| Intech Investment Management LLC | 22,650 | $643.9K | 0.01% | +8,549+60.6% | Added |
| Manufacturers Life Insurance Company, The | 21,068 | $599.0K | 0.00% | −408−1.9% | Reduced |
| US Bancorp | 21,017 | $597.5K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 20,931 | $595.1K | 0.02% | +20,931 | New |
| Janus Henderson Group PLC | 20,856 | $592.6K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 20,684 | $588.0K | 0.05% | +20,684 | New |
| Gamco Investors, Inc. Et Al | 20,425 | $580.7K | 0.01% | +1,425+7.5% | Added |
| Louisiana State Employees Retirement System | 20,400 | $580.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 20,470 | $570.9K | 0.00% | +13,337+187.0% | Added |
| Jane Street Group, LLC | 19,991 | $568.3K | 0.00% | −16,067−44.6% | Reduced |
| Quest Partners LLC | 19,112 | $543.4K | 0.07% | −6,482−25.3% | Reduced |
| South Dakota Investment Council | 18,052 | $513.0K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 17,923 | $509.5K | 0.00% | −622−3.4% | Reduced |
| Callan Family Office, LLC | 17,370 | $493.8K | 0.03% | +17,370 | New |
| Raymond James Financial Inc | 17,051 | $484.8K | 0.00% | +17,051 | New |
| Maltese Capital Management LLC | 16,120 | $458.3K | 0.07% | +16,120 | New |
| Ironwood Investment Management LLC | 16,019 | $455.4K | 0.23% | +250+1.6% | Added |
| Yousif Capital Management, LLC | 15,979 | $454.3K | 0.01% | −450−2.7% | Reduced |
| Congress Wealth Management LLC | 15,350 | $436.4K | 0.01% | −6,850−30.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,831 | $421.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 14,250 | $405.1K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 14,187 | $403.3K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 13,806 | $392.5K | 0.01% | +13,806 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 13,462 | $382.7K | 0.00% | +13,462 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,423 | $381.6K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 13,368 | $380.0K | 0.00% | −9,778−42.2% | Reduced |
| The PNC Financial Services Group, Inc. | 13,241 | $376.4K | 0.00% | +382+3.0% | Added |
| ProShare Advisors LLC | 12,923 | $367.4K | 0.00% | +3,980+44.5% | Added |
| Jefferies Financial Group Inc. | 12,600 | $358.2K | 0.00% | +12,600 | New |
| State Board of Administration of Florida Retirement System | 12,589 | $357.9K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 12,500 | $355.4K | 0.00% | +12,500 | New |
| Arizona State Retirement System | 12,475 | $354.7K | 0.00% | +9+0.1% | Added |
| Amalgamated Bank | 12,393 | $352.0K | 0.00% | −112−0.9% | Reduced |
| Private Advisor Group, LLC | 12,131 | $344.9K | 0.00% | −900−6.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 11,696 | $332.5K | 0.03% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 11,370 | $323.0K | 0.03% | 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 |
| Berkshire Bank | 10,584 | $300.9K | 0.07% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 10,380 | $295.1K | 0.01% | −51−0.5% | Reduced |
| Bank of Montreal | 10,292 | $292.6K | 0.00% | +690+7.2% | Added |
| Oregon Public Employees Retirement Fund | 9,923 | $282.1K | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 9,577 | $272.0K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 9,430 | $268.1K | 0.01% | +9,430 | New |
| Police & Firemen's Retirement System of New Jersey | 9,214 | $262.0K | 0.00% | +9,214 | New |
| 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 |
| Public Employees Retirement Association of Colorado | 8,909 | $253.0K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LP | 8,893 | $252.8K | 0.01% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 8,336 | $237.0K | 0.01% | −629−7.0% | Reduced |
| Algert Global LLC | 8,327 | $236.7K | 0.01% | +8,327 | New |
| Pathstone Holdings, LLC | 8,259 | $234.8K | 0.00% | −2,490−23.2% | Reduced |
| HBK Sorce Advisory LLC | 8,068 | $229.4K | 0.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 7,844 | $223.0K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 7,843 | $223.0K | 0.00% | −138−1.7% | Reduced |
| Man Group plc | 7,595 | $215.9K | 0.00% | +7,595 | New |
| Plimoth Trust Co LLC | 7,184 | $204.2K | 0.05% | +7,184 | New |
| Squarepoint Ops LLC | 7,131 | $202.7K | 0.00% | −7,363−50.8% | Reduced |
| St Germain D J Co Inc | 5,985 | $170.2K | 0.01% | −102−1.7% | Reduced |
| Acadian Asset Management LLC | 5,321 | $151.0K | 0.00% | −1,565−22.7% | Reduced |
| Federated Hermes, Inc. | 4,395 | $125.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,382 | $124.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,100 | $116.6K | 0.00% | −1,500−26.8% | Reduced |
| Tower Research Capital LLC (TRC) | 3,774 | $107.3K | 0.00% | −1,432−27.5% | Reduced |
| Shell Asset Management Co | 3,480 | $99.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,869 | $82.0K | 0.00% | +1,051+57.8% | Added |
| Advisor Group Holdings, Inc. | 2,265 | $64.4K | 0.00% | +2,265 | New |
| Russell Investments Group, Ltd. | 2,265 | $64.4K | 0.00% | +2,169+2,259.4% | Added |
| Sterling Capital Management LLC | 1,376 | $39.1K | 0.00% | +1,224+805.3% | Added |
| Quarry LP | 1,291 | $36.7K | 0.01% | +759+142.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,140 | $32.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,128 | $32.0K | 0.00% | +1,128 | New |
| Smartleaf Asset Management LLC | 1,112 | $31.4K | 0.00% | +821+282.1% | Added |
| Versant Capital Management, Inc | 1,082 | $30.8K | 0.01% | +124+12.9% | Added |
| Farther Finance Advisors, LLC | 1,023 | $29.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 871 | $24.8K | 0.00% | +40+4.8% | Added |
| TD Private Client Wealth LLC | 850 | $24.2K | 0.00% | +57+7.2% | Added |
| Point72 Asset Management, L.P. | 845 | $24.0K | 0.00% | +845 | New |
| Glen Eagle Advisors, LLC | 771 | $21.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 725 | $21.0K | 0.00% | +287+65.5% | Added |
| Whittier Trust Co | 728 | $20.7K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 597 | $17.0K | 0.01% | +4+0.7% | Added |
| Meeder Asset Management Inc | 595 | $16.9K | 0.00% | +595 | New |
| Pinnacle Holdings, LLC | 540 | $15.4K | 0.01% | 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 |
| GW&K Investment Management, LLC | 415 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 394 | $11.2K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 370 | $10.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 363 | $10.3K | 0.00% | +363 | New |
| Armstrong Advisory Group, Inc | 327 | $9.30K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 325 | $9.24K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 296 | $8.42K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 191 | $5.43K | 0.00% | −180−48.5% | Reduced |
| Massmutual Trust Co FSB | 132 | $3.75K | 0.00% | +39+41.9% | Added |
| LGT Financial Advisors LLC | 120 | $3.41K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 108 | $3.07K | 0.00% | 00.0% | Unchanged |