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, Q2 2025
Institutional positions in Beacon Financial Corp as of Jun 30, 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
- 231
- +3 vs. Q1 2025
- Shares held
- 44.8M
- +1.65M (+3.8%) vs. Q1 2025
- Total value
- $1.12B
- −$4.04M (−0.4%) vs. Q1 2025
- New holders
- 32
- 100 more added
- Sold out
- 29
- 59 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,781,447 | $169.8M | 0.00% | −108,116−1.6% | Reduced |
| Vanguard Group Inc | 5,611,235 | $140.5M | 0.00% | +353,670+6.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,734,140 | $68.5M | 0.25% | +891,165+48.4% | Added |
| Dimensional Fund Advisors LP | 2,683,916 | $67.2M | 0.02% | −5,789−0.2% | Reduced |
| State Street Corp | 2,393,791 | $59.9M | 0.00% | +91,087+4.0% | Added |
| Invesco Ltd. | 1,498,456 | $37.5M | 0.01% | +142,593+10.5% | Added |
| Adage Capital Partners GP, L.L.C. | 1,325,189 | $33.2M | 0.06% | +149,569+12.7% | Added |
| Geode Capital Management, LLC | 1,088,089 | $27.2M | 0.00% | +43,018+4.1% | Added |
| Systematic Financial Management LP | 1,029,829 | $25.8M | 0.69% | +34,041+3.4% | Added |
| Nuveen, LLC | 740,581 | $18.5M | 0.01% | +51,968+7.5% | Added |
| Arrowstreet Capital, Limited Partnership | 719,103 | $18.0M | 0.01% | +219,758+44.0% | Added |
| Morgan Stanley | 688,420 | $17.2M | 0.00% | −57,938−7.8% | Reduced |
| Wellington Management Group LLP | 680,768 | $17.0M | 0.00% | +227,954+50.3% | Added |
| American Century Companies Inc | 666,969 | $16.7M | 0.01% | +118,949+21.7% | Added |
| Goldman Sachs Group Inc | 661,889 | $16.6M | 0.00% | +221,738+50.4% | Added |
| Strategic Value Bank Partners LLC | 623,747 | $15.6M | 8.93% | +93,258+17.6% | Added |
| Renaissance Technologies LLC | 618,821 | $15.5M | 0.02% | +53,400+9.4% | Added |
| Northern Trust Corp | 537,725 | $13.5M | 0.00% | +31,852+6.3% | Added |
| Charles Schwab Investment Management Inc | 523,336 | $13.1M | 0.00% | +38,979+8.0% | Added |
| Two Sigma Investments, LP | 492,290 | $12.3M | 0.02% | +25,220+5.4% | Added |
| Millennium Management LLC | 483,721 | $12.1M | 0.01% | +122,927+34.1% | Added |
| Bank of America Corp | 466,181 | $11.7M | 0.00% | +94,266+25.3% | Added |
| Bank of New York Mellon Corp | 441,483 | $11.1M | 0.00% | −5,880−1.3% | Reduced |
| Two Sigma Advisers, LP | 405,900 | $10.2M | 0.02% | +57,100+16.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 375,000 | $9.39M | 0.03% | +28,700+8.3% | Added |
| Bayview Asset Management, LLC | 344,828 | $8.63M | 8.69% | 00.0% | Unchanged |
| LSV Asset Management | 343,700 | $8.61M | 0.02% | −15,000−4.2% | Reduced |
| Assenagon Asset Management S.A. | 312,385 | $7.82M | 0.01% | −117,502−27.3% | Reduced |
| Ameriprise Financial Inc | 297,883 | $7.46M | 0.00% | +11,603+4.1% | Added |
| UBS Group AG | 287,927 | $7.21M | 0.00% | +66,273+29.9% | Added |
| Ategra Capital Management, LLC | 277,904 | $6.96M | 5.53% | +207,939+297.2% | Added |
| Basswood Capital Management, L.L.C. | 271,519 | $6.80M | 0.34% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 269,845 | $6.76M | 0.16% | +5,313+2.0% | Added |
| Maltese Capital Management LLC | 257,500 | $6.45M | 0.90% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 240,521 | $6.02M | 0.00% | +97,827+68.6% | Added |
| Voya Investment Management LLC | 235,369 | $5.89M | 0.01% | +5,867+2.6% | Added |
| Principal Financial Group Inc | 226,316 | $5.67M | 0.00% | −619−0.3% | Reduced |
| Cubist Systematic Strategies, LLC | 215,203 | $5.39M | 0.06% | +3,889+1.8% | Added |
| LPL Financial LLC | 207,272 | $5.19M | 0.00% | +756+0.4% | Added |
| Prudential Financial Inc | 204,180 | $5.11M | 0.01% | +5,938+3.0% | Added |
| Citadel Advisors LLC | 199,792 | $5.00M | 0.00% | −911,015−82.0% | Reduced |
| Grace & White Inc | 199,010 | $4.98M | 0.91% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 196,450 | $4.92M | 0.02% | +76,112+63.2% | Added |
| Jacobs Levy Equity Management, Inc | 187,126 | $4.69M | 0.02% | −1,202−0.6% | Reduced |
| Tudor Investment Corp Et Al | 186,289 | $4.66M | 0.04% | +103,241+124.3% | Added |
| Citigroup Inc | 180,899 | $4.53M | 0.00% | −1,582−0.9% | Reduced |
| AQR Capital Management LLC | 180,540 | $4.52M | 0.00% | +38,483+27.1% | Added |
| Jupiter Asset Management Ltd | 179,753 | $4.50M | 0.04% | +24,180+15.5% | Added |
| Glendon Capital Management LP | 172,413 | $4.32M | 0.24% | 00.0% | Unchanged |
| Man Group plc | 157,346 | $3.94M | 0.01% | +85,600+119.3% | Added |
| Public Sector Pension Investment Board | 155,306 | $3.89M | 0.02% | +10,675+7.4% | Added |
| Empowered Funds, LLC | 154,845 | $3.88M | 0.04% | +5,313+3.6% | Added |
| Thrivent Financial for Lutherans | 143,278 | $3.59M | 0.01% | +56,396+64.9% | Added |
| Kestrel Investment Management Corp | 140,950 | $3.53M | 2.11% | −6,800−4.6% | Reduced |
| Commonwealth Equity Services, LLC | 140,893 | $3.53M | 0.00% | −1,398−1.0% | Reduced |
| Jacobs Asset Management, LLC | 137,931 | $3.45M | 1.97% | 00.0% | Unchanged |
| Rhumbline Advisers | 136,509 | $3.42M | 0.00% | +8,203+6.4% | Added |
| D. E. Shaw & Co., Inc. | 133,418 | $3.34M | 0.00% | +24,658+22.7% | Added |
| Barclays PLC | 117,896 | $2.95M | 0.00% | +39,270+49.9% | Added |
| Legal & General Group Plc | 117,770 | $2.95M | 0.00% | −3,203−2.6% | Reduced |
| ExodusPoint Capital Management, LP | 115,489 | $2.89M | 0.04% | −467,117−80.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 103,394 | $2.59M | 0.16% | +92,353+836.5% | Added |
| Verition Fund Management LLC | 98,842 | $2.48M | 0.01% | −80,432−44.9% | Reduced |
| Swiss National Bank | 88,600 | $2.22M | 0.00% | +5,300+6.4% | Added |
| Banc Funds Co LLC | 86,206 | $2.16M | 0.33% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 85,772 | $2.15M | 0.00% | +6,728+8.5% | Added |
| EJF Capital LLC | 85,374 | $2.14M | 1.70% | −95,809−52.9% | Reduced |
| Rafferty Asset Management, LLC | 82,251 | $2.06M | 0.01% | +20,235+32.6% | Added |
| Mendon Capital Advisors Corp | 79,120 | $1.98M | 1.00% | +79,120 | New |
| Wells Fargo & Company | 70,900 | $1.78M | 0.00% | +41,335+139.8% | Added |
| Marshall Wace, LLP | 70,569 | $1.77M | 0.00% | +20,362+40.6% | Added |
| Quantbot Technologies LP | 68,579 | $1.72M | 0.04% | +34,082+98.8% | Added |
| First Trust Advisors LP | 68,483 | $1.71M | 0.00% | +8,960+15.1% | Added |
| Engineers Gate Manager LP | 66,950 | $1.68M | 0.02% | +14,868+28.5% | Added |
| Price T Rowe Associates Inc | 64,753 | $1.62M | 0.00% | +4,048+6.7% | Added |
| JPMorgan Chase & Co | 64,722 | $1.62M | 0.00% | −55,665−46.2% | Reduced |
| Macquarie Group Ltd | 54,900 | $1.38M | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 53,135 | $1.33M | 0.00% | +7,390+16.2% | Added |
| Great West Life Assurance Co | 52,480 | $1.31M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 52,167 | $1.31M | 0.00% | +26,496+103.2% | Added |
| Dynamic Technology Lab Private Ltd | 51,299 | $1.28M | 0.17% | +18,259+55.3% | Added |
| Fourthstone LLC | 51,000 | $1.28M | 0.25% | +10,500+25.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 47,204 | $1.18M | 0.00% | +36,806+354.0% | Added |
| Deutsche Bank AG | 41,109 | $1.03M | 0.00% | −69,335−62.8% | Reduced |
| California State Teachers Retirement System | 40,185 | $1.01M | 0.00% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 39,466 | $988.2K | 0.28% | −223−0.6% | Reduced |
| Public Employees Retirement System of Ohio | 39,232 | $982.4K | 0.00% | +70.0% | Added |
| Squarepoint Ops LLC | 38,371 | $960.8K | 0.00% | +38,371 | New |
| Raymond James Financial Inc | 37,656 | $942.9K | 0.00% | +8,643+29.8% | Added |
| GWM Advisors LLC | 35,290 | $883.7K | 0.00% | +28+0.1% | Added |
| SummerHaven Investment Management, LLC | 34,882 | $873.4K | 0.57% | +592+1.7% | Added |
| Congress Wealth Management LLC | 34,797 | $871.3K | 0.01% | +18,572+114.5% | Added |
| Danske Bank A/S | 34,730 | $869.6K | 0.00% | −19,302−35.7% | Reduced |
| Cetera Investment Advisers | 34,418 | $861.8K | 0.00% | −876−2.5% | Reduced |
| Aquatic Capital Management LLC | 33,994 | $851.2K | 0.02% | +15,831+87.2% | Added |
| Ieq Capital, LLC | 33,481 | $838.4K | 0.01% | +13,984+71.7% | Added |
| Select Asset Management & Trust | 32,245 | $807.0K | 0.28% | 00.0% | Unchanged |
| Comerica Bank | 31,811 | $796.5K | 0.00% | +5,356+20.2% | Added |
| SEI Investments Co | 31,542 | $789.8K | 0.00% | −54,856−63.5% | Reduced |
| Ensign Peak Advisors, Inc | 29,502 | $738.7K | 0.00% | −4,950−14.4% | Reduced |