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 |
|---|---|---|---|---|---|
| Aster Capital Management (DIFC) Ltd | 540 | $13.5K | 0.00% | +540 | New |
| Covestor Ltd | 442 | $11.0K | 0.01% | +438+10,950.0% | Added |
| Clearstead Advisors, LLC | 437 | $10.9K | 0.00% | +437 | New |
| GW&K Investment Management, LLC | 410 | $10.0K | 0.00% | −15−3.5% | Reduced |
| Armstrong Advisory Group, Inc | 327 | $8.19K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 276 | $6.91K | 0.00% | −148−34.9% | Reduced |
| LRI Investments, LLC | 258 | $6.46K | 0.00% | +121+88.3% | Added |
| Massmutual Trust Co FSB | 250 | $6.26K | 0.00% | +120+92.3% | Added |
| Bessemer Group Inc | 233 | $6.00K | 0.00% | −47−16.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 229 | $5.83K | 0.00% | +229 | New |
| MAI Capital Management | 231 | $5.79K | 0.00% | +231 | New |
| True Wealth Design, LLC | 190 | $4.76K | 0.00% | +190 | New |
| Pinney & Scofield, Inc. | 185 | $4.64K | 0.00% | +1+0.5% | Added |
| Umb Bank N A | 163 | $4.08K | 0.00% | +67+69.8% | Added |
| Steward Partners Investment Advisory, LLC | 126 | $3.15K | 0.00% | +126 | New |
| IFP Advisors, Inc | 125 | $3.13K | 0.00% | +125 | New |
| Parkside Financial Bank & Trust | 104 | $2.60K | 0.00% | −176−62.9% | Reduced |
| Pineridge Advisors LLC | 94 | $2.36K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 90 | $2.25K | 0.00% | −36−28.6% | Reduced |
| Rothschild Investment LLC | 75 | $1.88K | 0.00% | −20−21.1% | Reduced |
| Jones Financial Companies LLLP | 63 | $1.58K | 0.00% | +39+162.5% | Added |
| Atlantic Trust, LLC | 56 | $1.40K | 0.00% | +56 | New |
| Geneos Wealth Management Inc. | 41 | $1.03K | 0.00% | +41 | New |
| Farmers & Merchants Investments Inc | 31 | $776 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 15 | $376 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $351 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 13 | $326 | 0.00% | −12−48.0% | Reduced |
| Allworth Financial LP | 10 | $251 | 0.00% | +10 | New |
| Larson Financial Group LLC | 7 | $175 | 0.00% | −18−72.0% | Reduced |
| SBI Securities Co., Ltd. | 7 | $175 | 0.00% | +7 | New |
| Huntington National Bank | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Aristotle Capital Boston, LLC | 0 | $0 | 0.00% | −305,691−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −96,003−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −55,256−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −44,300−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −35,500−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −31,700−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −26,033−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −24,804−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −23,979−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −22,507−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −21,047−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −16,023−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,207−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,351−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −9,713−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −9,527−100.0% | Sold out |
| Joel Isaacson & Co., LLC | 0 | $0 | 0.00% | −7,844−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −7,747−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −3,821−100.0% | Sold out |
| Pinnacle Holdings, LLC | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |