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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 394 | $10.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 363 | $9.47K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 327 | $9.30K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 296 | $7.72K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 280 | $7.31K | 0.00% | +215+330.8% | Added |
| Bessemer Group Inc | 280 | $7.00K | 0.00% | +230+460.0% | Added |
| Hantz Financial Services, Inc. | 220 | $6.00K | 0.00% | +220 | New |
| NewSquare Capital LLC | 205 | $5.35K | 0.00% | +205 | New |
| Pinney & Scofield, Inc. | 184 | $4.80K | 0.00% | +184 | New |
| LRI Investments, LLC | 137 | $3.57K | 0.00% | +137 | New |
| Massmutual Trust Co FSB | 130 | $3.39K | 0.00% | −2−1.5% | Reduced |
| Hexagon Capital Partners LLC | 130 | $3.39K | 0.00% | +130 | New |
| Parallel Advisors, LLC | 126 | $3.29K | 0.00% | +36+40.0% | Added |
| Boston Private Wealth LLC | 110 | $2.87K | 0.00% | +110 | New |
| Umb Bank N A | 96 | $2.50K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 95 | $2.48K | 0.00% | +25+35.7% | Added |
| Pineridge Advisors LLC | 94 | $2.46K | 0.00% | +94 | New |
| Mather Group, LLC. | 50 | $1.30K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 44 | $1.15K | 0.00% | −39−47.0% | Reduced |
| SRS Capital Advisors, Inc. | 38 | $992 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $809 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 25 | $652 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $652 | 0.00% | +17+212.5% | Added |
| Jones Financial Companies LLLP | 24 | $628 | 0.00% | +24 | New |
| Garde Capital, Inc. | 15 | $392 | 0.00% | +15 | New |
| Stephens Consulting, LLC | 15 | $392 | 0.00% | +15 | New |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $365 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10 | $261 | 0.00% | +10 | New |
| Huntington National Bank | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −179,779−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −76,988−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −72,047−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −10,380−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −9,430−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −8,336−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −8,327−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −8,259−100.0% | Sold out |
| Plimoth Trust Co LLC | 0 | $0 | 0.00% | −7,184−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −7,131−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −5,321−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,128−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −845−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Caxton Associates LP | – | – | – | – | Not filed |