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, Q1 2025
Institutional positions in Beacon Financial Corp as of Mar 31, 2025. 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
- 230
- +17 vs. Q4 2024
- Shares held
- 43.2M
- +3.74M (+9.5%) vs. Q4 2024
- Total value
- $1.13B
- +$5.67M (+0.5%) vs. Q4 2024
- New holders
- 34
- 99 more added
- Sold out
- 17
- 53 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $26 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10 | $261 | 0.00% | +10 | New |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $365 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 15 | $392 | 0.00% | +15 | New |
| Stephens Consulting, LLC | 15 | $392 | 0.00% | +15 | New |
| Jones Financial Companies LLLP | 24 | $628 | 0.00% | +24 | New |
| Bangor Savings Bank | 25 | $652 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $652 | 0.00% | +17+212.5% | Added |
| Farmers & Merchants Investments Inc | 31 | $809 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 38 | $992 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 44 | $1.15K | 0.00% | −39−47.0% | Reduced |
| Mather Group, LLC. | 50 | $1.30K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 94 | $2.46K | 0.00% | +94 | New |
| Rothschild Investment LLC | 95 | $2.48K | 0.00% | +25+35.7% | Added |
| Umb Bank N A | 96 | $2.50K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 110 | $2.87K | 0.00% | +110 | New |
| Parallel Advisors, LLC | 126 | $3.29K | 0.00% | +36+40.0% | Added |
| Massmutual Trust Co FSB | 130 | $3.39K | 0.00% | −2−1.5% | Reduced |
| Hexagon Capital Partners LLC | 130 | $3.39K | 0.00% | +130 | New |
| LRI Investments, LLC | 137 | $3.57K | 0.00% | +137 | New |
| Pinney & Scofield, Inc. | 184 | $4.80K | 0.00% | +184 | New |
| NewSquare Capital LLC | 205 | $5.35K | 0.00% | +205 | New |
| Hantz Financial Services, Inc. | 220 | $6.00K | 0.00% | +220 | New |
| Bessemer Group Inc | 280 | $7.00K | 0.00% | +230+460.0% | Added |
| Parkside Financial Bank & Trust | 280 | $7.31K | 0.00% | +215+330.8% | Added |
| Quadrant Capital Group LLC | 296 | $7.72K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 327 | $9.30K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 363 | $9.47K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 394 | $10.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 425 | $11.0K | 0.00% | +10+2.4% | Added |
| Fifth Third Bancorp | 424 | $11.1K | 0.00% | +233+122.0% | Added |
| Pinnacle Holdings, LLC | 540 | $14.1K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 600 | $15.6K | 0.01% | +3+0.5% | Added |
| GAMMA Investing LLC | 601 | $15.7K | 0.00% | +101+20.2% | Added |
| Skopos Labs, Inc. | 624 | $16.3K | 0.00% | +624 | New |
| Whittier Trust Co | 728 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 741 | $19.3K | 0.00% | −635−46.1% | Reduced |
| Glen Eagle Advisors, LLC | 771 | $20.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 844 | $22.0K | 0.01% | +844 | New |
| Nisa Investment Advisors, LLC | 875 | $22.8K | 0.00% | +550+169.2% | Added |
| Farther Finance Advisors, LLC | 1,020 | $26.6K | 0.00% | −3−0.3% | Reduced |
| Versant Capital Management, Inc | 1,082 | $28.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,111 | $29.1K | 0.00% | −1−0.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,140 | $29.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,212 | $31.6K | 0.00% | +362+42.6% | Added |
| Ronald Blue Trust, Inc. | 1,358 | $35.4K | 0.00% | +487+55.9% | Added |
| Meeder Asset Management Inc | 1,374 | $35.8K | 0.00% | +779+130.9% | Added |
| Advisor Group Holdings, Inc. | 1,742 | $45.5K | 0.00% | −523−23.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,883 | $49.1K | 0.00% | −1,891−50.1% | Reduced |
| Quarry LP | 2,305 | $60.1K | 0.02% | +1,014+78.5% | Added |
| KBC Group NV | 2,869 | $75.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,334 | $87.0K | 0.00% | −146−4.2% | Reduced |
| Coldstream Capital Management Inc | 3,821 | $99.7K | 0.00% | +3,821 | New |
| State of Wyoming | 3,892 | $101.5K | 0.01% | +3,892 | New |
| Northwestern Mutual Wealth Management Co | 4,100 | $107.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,382 | $114.3K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,395 | $114.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,413 | $115.0K | 0.00% | +3,688+508.7% | Added |
| St Germain D J Co Inc | 4,767 | $124.4K | 0.01% | −1,218−20.4% | Reduced |
| US Bancorp | 5,396 | $140.8K | 0.00% | −15,621−74.3% | Reduced |
| Point72 (DIFC) Ltd | 6,198 | $161.7K | 0.02% | +6,198 | New |
| StoneX Group Inc. | 7,747 | $202.1K | 0.01% | +7,747 | New |
| Joel Isaacson & Co., LLC | 7,844 | $204.7K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,068 | $210.5K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 8,115 | $211.7K | 0.00% | +272+3.5% | Added |
| Public Employees Retirement Association of Colorado | 8,909 | $232.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 9,000 | $234.8K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 9,082 | $237.0K | 0.00% | +9,082 | New |
| Police & Firemen's Retirement System of New Jersey | 9,214 | $240.4K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 9,527 | $248.6K | 0.00% | +9,527 | New |
| Aigen Investment Management, LP | 9,713 | $253.4K | 0.04% | +9,713 | New |
| Callan Family Office, LLC | 10,121 | $264.1K | 0.02% | −7,249−41.7% | Reduced |
| ProShare Advisors LLC | 10,162 | $265.1K | 0.00% | −2,761−21.4% | Reduced |
| Trexquant Investment LP | 10,351 | $270.1K | 0.00% | −38,037−78.6% | Reduced |
| Berkshire Bank | 10,384 | $270.9K | 0.07% | −200−1.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 10,398 | $271.3K | 0.00% | −3,064−22.8% | Reduced |
| Oregon Public Employees Retirement Fund | 10,423 | $271.9K | 0.01% | +500+5.0% | Added |
| Brinker Capital Investments, LLC | 10,721 | $279.7K | 0.00% | −409−3.7% | Reduced |
| Orion Portfolio Solutions, LLC | 10,721 | $279.7K | 0.00% | −409−3.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,914 | $284.7K | 0.00% | +1,914+21.3% | Added |
| Campbell & CO Investment Adviser LLC | 11,041 | $288.1K | 0.02% | +11,041 | New |
| SlateStone Wealth, LLC | 11,370 | $297.0K | 0.03% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 11,696 | $305.1K | 0.03% | 00.0% | Unchanged |
| Bank of Montreal | 12,262 | $319.9K | 0.00% | +1,970+19.1% | Added |
| Arizona State Retirement System | 12,328 | $321.6K | 0.00% | −147−1.2% | Reduced |
| New York State Teachers Retirement System | 12,465 | $325.0K | 0.00% | +2,888+30.2% | Added |
| State Board of Administration of Florida Retirement System | 12,589 | $328.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 12,917 | $337.0K | 0.00% | +524+4.2% | Added |
| Private Advisor Group, LLC | 12,958 | $338.1K | 0.00% | +827+6.8% | Added |
| XTX Topco Ltd | 13,207 | $344.6K | 0.02% | −7,477−36.1% | Reduced |
| Maryland State Retirement & Pension System | 13,304 | $347.1K | 0.01% | −946−6.6% | Reduced |
| The PNC Financial Services Group, Inc. | 13,784 | $359.6K | 0.00% | +543+4.1% | Added |
| New York State Common Retirement Fund | 14,187 | $370.1K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 14,831 | $387.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,587 | $406.7K | 0.00% | −4,404−22.0% | Reduced |
| Capstone Investment Advisors, LLC | 16,023 | $418.0K | 0.00% | +16,023 | New |
| Caxton Associates LLP | 16,110 | $420.3K | 0.01% | +16,110 | New |
| Congress Wealth Management LLC | 16,225 | $423.3K | 0.01% | +875+5.7% | Added |
| Amundi | 17,467 | $423.6K | 0.00% | −3,003−14.7% | Reduced |