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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 13,708 | $343.2K | 0.00% | −76−0.6% | Reduced |
| Private Advisor Group, LLC | 13,947 | $349.2K | 0.00% | +989+7.6% | Added |
| New York State Common Retirement Fund | 14,187 | $355.2K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 14,831 | $372.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,916 | $373.5K | 0.00% | −9,410−38.7% | Reduced |
| Jane Street Group, LLC | 16,087 | $402.8K | 0.00% | +500+3.2% | Added |
| Sterling Capital Management LLC | 16,165 | $404.8K | 0.01% | +15,424+2,081.5% | Added |
| Fagan Associates, Inc. | 16,500 | $413.2K | 0.06% | −15,500−48.4% | Reduced |
| Yousif Capital Management, LLC | 16,828 | $421.4K | 0.00% | +285+1.7% | Added |
| New York State Teachers Retirement System | 17,063 | $427.0K | 0.00% | +4,598+36.9% | Added |
| State of Wisconsin Investment Board | 17,334 | $434.0K | 0.00% | +17,334 | New |
| Callan Family Office, LLC | 18,007 | $450.9K | 0.01% | +7,886+77.9% | Added |
| South Dakota Investment Council | 18,052 | $452.0K | 0.01% | 00.0% | Unchanged |
| Twinbeech Capital LP | 18,248 | $456.9K | 0.01% | +18,248 | New |
| Centiva Capital, LP | 19,625 | $491.4K | 0.03% | −4,704−19.3% | Reduced |
| SG Americas Securities, LLC | 20,457 | $512.0K | 0.00% | +4,067+24.8% | Added |
| Gamco Investors, Inc. Et Al | 20,825 | $521.5K | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 20,856 | $521.9K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 21,162 | $529.9K | 0.00% | −15,249−41.9% | Reduced |
| Louisiana State Employees Retirement System | 21,300 | $533.4K | 0.01% | −200−0.9% | Reduced |
| FMR LLC | 22,249 | $557.1K | 0.00% | −22,207−50.0% | Reduced |
| HRT Financial LP | 23,441 | $586.0K | 0.00% | +23,441 | New |
| Manufacturers Life Insurance Company, The | 23,694 | $593.3K | 0.00% | +1,817+8.3% | Added |
| HSBC Holdings PLC | 24,011 | $604.2K | 0.00% | +24,011 | New |
| Illinois Municipal Retirement Fund | 24,405 | $611.1K | 0.01% | +958+4.1% | Added |
| Ironwood Investment Management LLC | 24,742 | $619.5K | 0.30% | −941−3.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 25,478 | $638.0K | 0.00% | −45−0.2% | Reduced |
| State of Alaska, Department of Revenue | 27,161 | $679.0K | 0.01% | +1,891+7.5% | Added |
| Norges Bank | 28,015 | $701.5K | 0.00% | −46,292−62.3% | Reduced |
| Integrated Quantitative Investments LLC | 28,408 | $711.3K | 0.21% | +28,408 | New |
| Intech Investment Management LLC | 29,025 | $726.8K | 0.01% | −8,223−22.1% | Reduced |
| Ensign Peak Advisors, Inc | 29,502 | $738.7K | 0.00% | −4,950−14.4% | Reduced |
| SEI Investments Co | 31,542 | $789.8K | 0.00% | −54,856−63.5% | Reduced |
| Comerica Bank | 31,811 | $796.5K | 0.00% | +5,356+20.2% | Added |
| Select Asset Management & Trust | 32,245 | $807.0K | 0.28% | 00.0% | Unchanged |
| Ieq Capital, LLC | 33,481 | $838.4K | 0.01% | +13,984+71.7% | Added |
| Aquatic Capital Management LLC | 33,994 | $851.2K | 0.02% | +15,831+87.2% | Added |
| Cetera Investment Advisers | 34,418 | $861.8K | 0.00% | −876−2.5% | Reduced |
| Danske Bank A/S | 34,730 | $869.6K | 0.00% | −19,302−35.7% | Reduced |
| Congress Wealth Management LLC | 34,797 | $871.3K | 0.01% | +18,572+114.5% | Added |
| SummerHaven Investment Management, LLC | 34,882 | $873.4K | 0.57% | +592+1.7% | Added |
| GWM Advisors LLC | 35,290 | $883.7K | 0.00% | +28+0.1% | Added |
| Raymond James Financial Inc | 37,656 | $942.9K | 0.00% | +8,643+29.8% | Added |
| Squarepoint Ops LLC | 38,371 | $960.8K | 0.00% | +38,371 | New |
| Public Employees Retirement System of Ohio | 39,232 | $982.4K | 0.00% | +70.0% | Added |
| Wakefield Asset Management LLLP | 39,466 | $988.2K | 0.28% | −223−0.6% | Reduced |
| California State Teachers Retirement System | 40,185 | $1.01M | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 41,109 | $1.03M | 0.00% | −69,335−62.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 47,204 | $1.18M | 0.00% | +36,806+354.0% | Added |
| Fourthstone LLC | 51,000 | $1.28M | 0.25% | +10,500+25.9% | Added |
| Dynamic Technology Lab Private Ltd | 51,299 | $1.28M | 0.17% | +18,259+55.3% | Added |
| Royal Bank of Canada | 52,167 | $1.31M | 0.00% | +26,496+103.2% | Added |
| Great West Life Assurance Co | 52,480 | $1.31M | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 53,135 | $1.33M | 0.00% | +7,390+16.2% | Added |
| Macquarie Group Ltd | 54,900 | $1.38M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 64,722 | $1.62M | 0.00% | −55,665−46.2% | Reduced |
| Price T Rowe Associates Inc | 64,753 | $1.62M | 0.00% | +4,048+6.7% | Added |
| Engineers Gate Manager LP | 66,950 | $1.68M | 0.02% | +14,868+28.5% | Added |
| First Trust Advisors LP | 68,483 | $1.71M | 0.00% | +8,960+15.1% | Added |
| Quantbot Technologies LP | 68,579 | $1.72M | 0.04% | +34,082+98.8% | Added |
| Marshall Wace, LLP | 70,569 | $1.77M | 0.00% | +20,362+40.6% | Added |
| Wells Fargo & Company | 70,900 | $1.78M | 0.00% | +41,335+139.8% | Added |
| Mendon Capital Advisors Corp | 79,120 | $1.98M | 1.00% | +79,120 | New |
| Rafferty Asset Management, LLC | 82,251 | $2.06M | 0.01% | +20,235+32.6% | Added |
| EJF Capital LLC | 85,374 | $2.14M | 1.70% | −95,809−52.9% | Reduced |
| Susquehanna International Group, LLP | 85,772 | $2.15M | 0.00% | +6,728+8.5% | Added |
| Banc Funds Co LLC | 86,206 | $2.16M | 0.33% | 00.0% | Unchanged |
| Swiss National Bank | 88,600 | $2.22M | 0.00% | +5,300+6.4% | Added |
| Verition Fund Management LLC | 98,842 | $2.48M | 0.01% | −80,432−44.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 103,394 | $2.59M | 0.16% | +92,353+836.5% | Added |
| ExodusPoint Capital Management, LP | 115,489 | $2.89M | 0.04% | −467,117−80.2% | Reduced |
| Legal & General Group Plc | 117,770 | $2.95M | 0.00% | −3,203−2.6% | Reduced |
| Barclays PLC | 117,896 | $2.95M | 0.00% | +39,270+49.9% | Added |
| D. E. Shaw & Co., Inc. | 133,418 | $3.34M | 0.00% | +24,658+22.7% | Added |
| Rhumbline Advisers | 136,509 | $3.42M | 0.00% | +8,203+6.4% | Added |
| Jacobs Asset Management, LLC | 137,931 | $3.45M | 1.97% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 140,893 | $3.53M | 0.00% | −1,398−1.0% | Reduced |
| Kestrel Investment Management Corp | 140,950 | $3.53M | 2.11% | −6,800−4.6% | Reduced |
| Thrivent Financial for Lutherans | 143,278 | $3.59M | 0.01% | +56,396+64.9% | Added |
| Empowered Funds, LLC | 154,845 | $3.88M | 0.04% | +5,313+3.6% | Added |
| Public Sector Pension Investment Board | 155,306 | $3.89M | 0.02% | +10,675+7.4% | Added |
| Man Group plc | 157,346 | $3.94M | 0.01% | +85,600+119.3% | Added |
| Glendon Capital Management LP | 172,413 | $4.32M | 0.24% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 179,753 | $4.50M | 0.04% | +24,180+15.5% | Added |
| AQR Capital Management LLC | 180,540 | $4.52M | 0.00% | +38,483+27.1% | Added |
| Citigroup Inc | 180,899 | $4.53M | 0.00% | −1,582−0.9% | Reduced |
| Tudor Investment Corp Et Al | 186,289 | $4.66M | 0.04% | +103,241+124.3% | Added |
| Jacobs Levy Equity Management, Inc | 187,126 | $4.69M | 0.02% | −1,202−0.6% | Reduced |
| Voloridge Investment Management, LLC | 196,450 | $4.92M | 0.02% | +76,112+63.2% | Added |
| Grace & White Inc | 199,010 | $4.98M | 0.91% | 00.0% | Unchanged |
| Citadel Advisors LLC | 199,792 | $5.00M | 0.00% | −911,015−82.0% | Reduced |
| Prudential Financial Inc | 204,180 | $5.11M | 0.01% | +5,938+3.0% | Added |
| LPL Financial LLC | 207,272 | $5.19M | 0.00% | +756+0.4% | Added |
| Cubist Systematic Strategies, LLC | 215,203 | $5.39M | 0.06% | +3,889+1.8% | Added |
| Principal Financial Group Inc | 226,316 | $5.67M | 0.00% | −619−0.3% | Reduced |
| Voya Investment Management LLC | 235,369 | $5.89M | 0.01% | +5,867+2.6% | Added |
| UBS Asset Management Americas Inc | 240,521 | $6.02M | 0.00% | +97,827+68.6% | Added |
| Maltese Capital Management LLC | 257,500 | $6.45M | 0.90% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 269,845 | $6.76M | 0.16% | +5,313+2.0% | Added |
| Basswood Capital Management, L.L.C. | 271,519 | $6.80M | 0.34% | 00.0% | Unchanged |