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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $175 | 0.00% | −18−72.0% | Reduced |
| SBI Securities Co., Ltd. | 7 | $175 | 0.00% | +7 | New |
| Allworth Financial LP | 10 | $251 | 0.00% | +10 | New |
| Bangor Savings Bank | 13 | $326 | 0.00% | −12−48.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $351 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 15 | $376 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $776 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 41 | $1.03K | 0.00% | +41 | New |
| Atlantic Trust, LLC | 56 | $1.40K | 0.00% | +56 | New |
| Jones Financial Companies LLLP | 63 | $1.58K | 0.00% | +39+162.5% | Added |
| Rothschild Investment LLC | 75 | $1.88K | 0.00% | −20−21.1% | Reduced |
| Parallel Advisors, LLC | 90 | $2.25K | 0.00% | −36−28.6% | Reduced |
| Pineridge Advisors LLC | 94 | $2.36K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 104 | $2.60K | 0.00% | −176−62.9% | Reduced |
| IFP Advisors, Inc | 125 | $3.13K | 0.00% | +125 | New |
| Steward Partners Investment Advisory, LLC | 126 | $3.15K | 0.00% | +126 | New |
| Umb Bank N A | 163 | $4.08K | 0.00% | +67+69.8% | Added |
| Pinney & Scofield, Inc. | 185 | $4.64K | 0.00% | +1+0.5% | Added |
| True Wealth Design, LLC | 190 | $4.76K | 0.00% | +190 | New |
| MAI Capital Management | 231 | $5.79K | 0.00% | +231 | New |
| Twin Peaks Wealth Advisors, LLC | 229 | $5.83K | 0.00% | +229 | New |
| Bessemer Group Inc | 233 | $6.00K | 0.00% | −47−16.8% | Reduced |
| Massmutual Trust Co FSB | 250 | $6.26K | 0.00% | +120+92.3% | Added |
| LRI Investments, LLC | 258 | $6.46K | 0.00% | +121+88.3% | Added |
| Fifth Third Bancorp | 276 | $6.91K | 0.00% | −148−34.9% | Reduced |
| Armstrong Advisory Group, Inc | 327 | $8.19K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 410 | $10.0K | 0.00% | −15−3.5% | Reduced |
| Clearstead Advisors, LLC | 437 | $10.9K | 0.00% | +437 | New |
| Covestor Ltd | 442 | $11.0K | 0.01% | +438+10,950.0% | Added |
| Aster Capital Management (DIFC) Ltd | 540 | $13.5K | 0.00% | +540 | New |
| New England Capital Financial Advisors LLC | 602 | $15.1K | 0.01% | +2+0.3% | Added |
| Essential Partners LLC | 666 | $16.7K | 0.01% | +666 | New |
| Whittier Trust Co | 728 | $18.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 771 | $19.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 844 | $21.1K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 875 | $21.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 957 | $24.0K | 0.00% | −154−13.9% | Reduced |
| Farther Finance Advisors, LLC | 1,010 | $25.3K | 0.00% | −10−1.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,140 | $28.5K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,212 | $30.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,236 | $30.9K | 0.00% | +154+14.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,387 | $35.0K | 0.00% | +1,387 | New |
| Meeder Asset Management Inc | 1,536 | $38.5K | 0.00% | +162+11.8% | Added |
| Glenmede Investment Management, LP | 1,560 | $39.1K | 0.00% | +1,560 | New |
| GAMMA Investing LLC | 1,683 | $42.1K | 0.00% | +1,082+180.0% | Added |
| KBC Group NV | 1,722 | $43.0K | 0.00% | −1,147−40.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,808 | $45.3K | 0.00% | +450+33.1% | Added |
| EverSource Wealth Advisors, LLC | 1,838 | $46.0K | 0.00% | +1,794+4,077.3% | Added |
| Quarry LP | 1,862 | $46.6K | 0.01% | −443−19.2% | Reduced |
| Clear Street Markets LLC | 2,056 | $51.5K | 0.02% | +2,056 | New |
| Advisor Group Holdings, Inc. | 2,100 | $52.6K | 0.00% | +358+20.6% | Added |
| Shell Asset Management Co | 2,998 | $75.0K | 0.00% | −336−10.1% | Reduced |
| Point72 (DIFC) Ltd | 3,486 | $87.3K | 0.01% | −2,712−43.8% | Reduced |
| EMC Capital Management | 3,645 | $91.0K | 0.05% | +3,645 | New |
| Tower Research Capital LLC (TRC) | 4,033 | $101.0K | 0.00% | +2,150+114.2% | Added |
| Northwestern Mutual Wealth Management Co | 4,100 | $102.7K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,395 | $110.1K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 4,653 | $116.5K | 0.01% | +761+19.6% | Added |
| Ameritas Investment Partners, Inc. | 4,747 | $118.9K | 0.00% | +365+8.3% | Added |
| US Bancorp | 5,396 | $135.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,607 | $140.0K | 0.00% | +1,194+27.1% | Added |
| St Germain D J Co Inc | 6,095 | $152.6K | 0.01% | +1,328+27.9% | Added |
| Hantz Financial Services, Inc. | 6,718 | $168.0K | 0.00% | +6,498+2,953.6% | Added |
| Skopos Labs, Inc. | 7,721 | $193.3K | 0.03% | +7,097+1,137.3% | Added |
| Russell Investments Group, Ltd. | 7,787 | $195.0K | 0.00% | −20,890−72.8% | Reduced |
| Virtu Financial LLC | 7,980 | $200.0K | 0.01% | +7,980 | New |
| Mariner, LLC | 8,035 | $201.2K | 0.00% | +8,035 | New |
| Amundi | 7,596 | $201.3K | 0.00% | −9,871−56.5% | Reduced |
| Victory Capital Management Inc | 8,041 | $201.3K | 0.00% | −74−0.9% | Reduced |
| HBK Sorce Advisory LLC | 8,068 | $202.0K | 0.01% | 00.0% | Unchanged |
| PDT Partners, LLC | 8,071 | $202.1K | 0.01% | −12,618−61.0% | Reduced |
| Caxton Associates LLP | 8,302 | $207.9K | 0.01% | −7,808−48.5% | Reduced |
| Cerity Partners LLC | 8,326 | $208.5K | 0.00% | +8,326 | New |
| 111 Capital | 8,338 | $208.8K | 0.04% | +8,338 | New |
| DRW Securities, LLC | 8,735 | $218.7K | 0.02% | +8,735 | New |
| Public Employees Retirement Association of Colorado | 8,909 | $223.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 9,000 | $225.4K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 9,068 | $227.1K | 0.00% | −14−0.2% | Reduced |
| Great Lakes Advisors, LLC | 9,455 | $236.8K | 0.00% | +9,455 | New |
| Police & Firemen's Retirement System of New Jersey | 10,252 | $256.7K | 0.00% | +1,038+11.3% | Added |
| Journey Strategic Wealth LLC | 10,318 | $258.4K | 0.01% | +10,318 | New |
| Berkshire Bank | 10,340 | $258.9K | 0.06% | −44−0.4% | Reduced |
| ProShare Advisors LLC | 10,362 | $259.5K | 0.00% | +200+2.0% | Added |
| Balyasny Asset Management LLC | 10,365 | $259.5K | 0.00% | −34,282−76.8% | Reduced |
| Oregon Public Employees Retirement Fund | 10,423 | $261.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 10,890 | $272.7K | 0.00% | −10,966−50.2% | Reduced |
| BNP Paribas Arbitrage, SA | 10,896 | $272.8K | 0.00% | −6,902−38.8% | Reduced |
| Brinker Capital Investments, LLC | 10,922 | $273.5K | 0.00% | +201+1.9% | Added |
| SlateStone Wealth, LLC | 11,370 | $285.0K | 0.03% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 11,696 | $292.9K | 0.02% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,716 | $293.4K | 0.00% | +802+7.3% | Added |
| Bank of Montreal | 12,334 | $308.8K | 0.00% | +72+0.6% | Added |
| State Board of Administration of Florida Retirement System | 12,589 | $315.2K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 12,703 | $318.1K | 0.01% | +12,703 | New |
| Amalgamated Bank | 12,917 | $323.0K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 13,039 | $326.5K | 0.01% | +13,039 | New |
| Maryland State Retirement & Pension System | 13,304 | $333.1K | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 13,529 | $338.8K | 0.01% | −41,646−75.5% | Reduced |
| Arizona State Retirement System | 13,534 | $338.9K | 0.00% | +1,206+9.8% | Added |