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 |
|---|---|---|---|---|---|
| Fagan Associates, Inc. | 32,000 | $834.9K | 0.14% | +32,000 | New |
| Allianz Asset Management GmbH | 31,700 | $827.1K | 0.00% | +19,200+153.6% | Added |
| Wells Fargo & Company | 29,565 | $771.4K | 0.00% | +1,363+4.8% | Added |
| Raymond James Financial Inc | 29,013 | $756.9K | 0.00% | +11,962+70.2% | Added |
| Russell Investments Group, Ltd. | 28,677 | $748.2K | 0.00% | +26,412+1,166.1% | Added |
| Comerica Bank | 26,455 | $690.2K | 0.00% | +8,532+47.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 26,033 | $679.2K | 0.00% | +25,663+6,935.9% | Added |
| Ironwood Investment Management LLC | 25,683 | $670.1K | 0.37% | +9,664+60.3% | Added |
| Royal Bank of Canada | 25,671 | $669.0K | 0.00% | +2,516+10.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 25,523 | $665.9K | 0.00% | +1,117+4.6% | Added |
| State of Alaska, Department of Revenue | 25,270 | $659.0K | 0.01% | +1,332+5.6% | Added |
| MetLife Investment Management | 24,804 | $647.1K | 0.00% | −279−1.1% | Reduced |
| Centiva Capital, LP | 24,329 | $634.7K | 0.04% | +10,523+76.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,326 | $634.7K | 0.00% | +10,903+81.2% | Added |
| Quest Partners LLC | 23,979 | $625.6K | 0.07% | +4,867+25.5% | Added |
| Illinois Municipal Retirement Fund | 23,447 | $611.7K | 0.01% | +693+3.0% | Added |
| Corebridge Financial, Inc. | 22,507 | $587.2K | 0.00% | −326−1.4% | Reduced |
| Manufacturers Life Insurance Company, The | 21,877 | $570.8K | 0.00% | +809+3.8% | Added |
| State of Tennessee, Treasury Department | 21,856 | $570.2K | 0.00% | −4,654−17.6% | Reduced |
| Louisiana State Employees Retirement System | 21,500 | $560.9K | 0.01% | +1,100+5.4% | Added |
| Brevan Howard Capital Management LP | 21,047 | $549.1K | 0.02% | +21,047 | New |
| Janus Henderson Group PLC | 20,856 | $545.1K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 20,825 | $543.3K | 0.01% | +400+2.0% | Added |
| PDT Partners, LLC | 20,689 | $539.8K | 0.04% | −11,637−36.0% | Reduced |
| Ieq Capital, LLC | 19,497 | $508.7K | 0.00% | +19,497 | New |
| Aquatic Capital Management LLC | 18,163 | $473.9K | 0.01% | +18,163 | New |
| South Dakota Investment Council | 18,052 | $471.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 17,798 | $464.4K | 0.00% | −24,629−58.1% | Reduced |
| Yousif Capital Management, LLC | 16,543 | $431.6K | 0.01% | +564+3.5% | Added |
| SG Americas Securities, LLC | 16,390 | $428.0K | 0.00% | +3,022+22.6% | Added |
| Amundi | 17,467 | $423.6K | 0.00% | −3,003−14.7% | Reduced |
| Congress Wealth Management LLC | 16,225 | $423.3K | 0.01% | +875+5.7% | Added |
| Caxton Associates LLP | 16,110 | $420.3K | 0.01% | +16,110 | New |
| Capstone Investment Advisors, LLC | 16,023 | $418.0K | 0.00% | +16,023 | New |
| Jane Street Group, LLC | 15,587 | $406.7K | 0.00% | −4,404−22.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,831 | $387.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 14,187 | $370.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,784 | $359.6K | 0.00% | +543+4.1% | Added |
| Maryland State Retirement & Pension System | 13,304 | $347.1K | 0.01% | −946−6.6% | Reduced |
| XTX Topco Ltd | 13,207 | $344.6K | 0.02% | −7,477−36.1% | Reduced |
| Private Advisor Group, LLC | 12,958 | $338.1K | 0.00% | +827+6.8% | Added |
| Amalgamated Bank | 12,917 | $337.0K | 0.00% | +524+4.2% | Added |
| State Board of Administration of Florida Retirement System | 12,589 | $328.4K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 12,465 | $325.0K | 0.00% | +2,888+30.2% | Added |
| Arizona State Retirement System | 12,328 | $321.6K | 0.00% | −147−1.2% | Reduced |
| Bank of Montreal | 12,262 | $319.9K | 0.00% | +1,970+19.1% | Added |
| Beese Fulmer Investment Management, Inc. | 11,696 | $305.1K | 0.03% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 11,370 | $297.0K | 0.03% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 11,041 | $288.1K | 0.02% | +11,041 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,914 | $284.7K | 0.00% | +1,914+21.3% | 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 |
| Oregon Public Employees Retirement Fund | 10,423 | $271.9K | 0.01% | +500+5.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 10,398 | $271.3K | 0.00% | −3,064−22.8% | Reduced |
| Berkshire Bank | 10,384 | $270.9K | 0.07% | −200−1.9% | Reduced |
| Trexquant Investment LP | 10,351 | $270.1K | 0.00% | −38,037−78.6% | Reduced |
| ProShare Advisors LLC | 10,162 | $265.1K | 0.00% | −2,761−21.4% | Reduced |
| Callan Family Office, LLC | 10,121 | $264.1K | 0.02% | −7,249−41.7% | Reduced |
| Aigen Investment Management, LP | 9,713 | $253.4K | 0.04% | +9,713 | New |
| CIBC World Markets Corp | 9,527 | $248.6K | 0.00% | +9,527 | New |
| Police & Firemen's Retirement System of New Jersey | 9,214 | $240.4K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 9,082 | $237.0K | 0.00% | +9,082 | New |
| KLP Kapitalforvaltning AS | 9,000 | $234.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,909 | $232.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 8,115 | $211.7K | 0.00% | +272+3.5% | Added |
| HBK Sorce Advisory LLC | 8,068 | $210.5K | 0.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 7,844 | $204.7K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 7,747 | $202.1K | 0.01% | +7,747 | New |
| Point72 (DIFC) Ltd | 6,198 | $161.7K | 0.02% | +6,198 | New |
| US Bancorp | 5,396 | $140.8K | 0.00% | −15,621−74.3% | Reduced |
| St Germain D J Co Inc | 4,767 | $124.4K | 0.01% | −1,218−20.4% | Reduced |
| CWM, LLC | 4,413 | $115.0K | 0.00% | +3,688+508.7% | Added |
| Federated Hermes, Inc. | 4,395 | $114.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,382 | $114.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,100 | $107.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,892 | $101.5K | 0.01% | +3,892 | New |
| Coldstream Capital Management Inc | 3,821 | $99.7K | 0.00% | +3,821 | New |
| Shell Asset Management Co | 3,334 | $87.0K | 0.00% | −146−4.2% | Reduced |
| KBC Group NV | 2,869 | $75.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,305 | $60.1K | 0.02% | +1,014+78.5% | Added |
| Tower Research Capital LLC (TRC) | 1,883 | $49.1K | 0.00% | −1,891−50.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,742 | $45.5K | 0.00% | −523−23.1% | Reduced |
| Meeder Asset Management Inc | 1,374 | $35.8K | 0.00% | +779+130.9% | Added |
| Ronald Blue Trust, Inc. | 1,358 | $35.4K | 0.00% | +487+55.9% | Added |
| TD Private Client Wealth LLC | 1,212 | $31.6K | 0.00% | +362+42.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,140 | $29.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,111 | $29.1K | 0.00% | −1−0.1% | Reduced |
| Versant Capital Management, Inc | 1,082 | $28.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,020 | $26.6K | 0.00% | −3−0.3% | Reduced |
| Nisa Investment Advisors, LLC | 875 | $22.8K | 0.00% | +550+169.2% | Added |
| Rise Advisors, LLC | 844 | $22.0K | 0.01% | +844 | New |
| Glen Eagle Advisors, LLC | 771 | $20.1K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 741 | $19.3K | 0.00% | −635−46.1% | Reduced |
| Whittier Trust Co | 728 | $19.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 624 | $16.3K | 0.00% | +624 | New |
| GAMMA Investing LLC | 601 | $15.7K | 0.00% | +101+20.2% | Added |
| New England Capital Financial Advisors LLC | 600 | $15.6K | 0.01% | +3+0.5% | Added |
| Pinnacle Holdings, LLC | 540 | $14.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 424 | $11.1K | 0.00% | +233+122.0% | Added |
| GW&K Investment Management, LLC | 425 | $11.0K | 0.00% | +10+2.4% | Added |