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, Q3 2025
Institutional positions in Beacon Financial Corp as of Sep 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
- 278
- +49 vs. Q2 2025
- Shares held
- 73.2M
- +28.4M (+63.4%) vs. Q2 2025
- Total value
- $1.74B
- +$614.4M (+54.8%) vs. Q2 2025
- New holders
- 82
- 141 more added
- Sold out
- 33
- 39 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 21 | $0 | 0.00% | +21 | New |
| Hemington Wealth Management | 5 | $0 | 0.00% | +5 | New |
| SBI Securities Co., Ltd. | 1 | $24 | 0.00% | −6−85.7% | Reduced |
| Johnson Financial Group, Inc. | 8 | $190 | 0.00% | +8 | New |
| Bangor Savings Bank | 13 | $308 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $308 | 0.00% | +13 | New |
| Signaturefd, LLC | 15 | $356 | 0.00% | +15 | New |
| Financial Consulate, Inc | 17 | $404 | 0.00% | +17 | New |
| Tompkins Financial Corp | 30 | $711 | 0.00% | +30 | New |
| Covestor Ltd | 26 | $1.00K | 0.00% | −416−94.1% | Reduced |
| Farmers & Merchants Investments Inc | 57 | $1.35K | 0.00% | +26+83.9% | Added |
| Jones Financial Companies LLLP | 63 | $1.52K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 66 | $1.56K | 0.00% | +10+17.9% | Added |
| Bare Financial Services, Inc | 66 | $1.56K | 0.00% | +66 | New |
| Vermillion Wealth Management, Inc. | 77 | $1.83K | 0.00% | +77 | New |
| Quadrant Capital Group LLC | 78 | $1.85K | 0.00% | +78 | New |
| Larson Financial Group LLC | 81 | $1.92K | 0.00% | +74+1,057.1% | Added |
| Parkside Financial Bank & Trust | 104 | $2.47K | 0.00% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 116 | $2.75K | 0.00% | +116 | New |
| Steward Partners Investment Advisory, LLC | 126 | $2.99K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 151 | $3.58K | 0.00% | +26+20.8% | Added |
| Rockefeller Capital Management L.P. | 168 | $3.98K | 0.00% | +168 | New |
| Parallel Advisors, LLC | 204 | $4.84K | 0.00% | +114+126.7% | Added |
| Massmutual Trust Co FSB | 278 | $6.59K | 0.00% | +28+11.2% | Added |
| Harbor Capital Advisors, Inc. | 278 | $7.00K | 0.00% | +278 | New |
| Optiver Holding B.V. | 333 | $7.89K | 0.00% | +333 | New |
| Barrett & Company, Inc. | 336 | $7.97K | 0.00% | +336 | New |
| Umb Bank N A | 370 | $8.77K | 0.00% | +207+127.0% | Added |
| Rothschild Investment LLC | 389 | $9.22K | 0.00% | +314+418.7% | Added |
| True Wealth Design, LLC | 402 | $9.53K | 0.00% | +212+111.6% | Added |
| GW&K Investment Management, LLC | 410 | $10.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 426 | $10.1K | 0.00% | +425+42,500.0% | Added |
| Wealthspire Advisors, LLC | 443 | $10.5K | 0.00% | +443 | New |
| Global Retirement Partners, LLC | 453 | $10.7K | 0.00% | +453 | New |
| Allworth Financial LP | 482 | $11.4K | 0.00% | +472+4,720.0% | Added |
| Coastline Trust Co | 491 | $11.6K | 0.00% | +491 | New |
| Meeder Asset Management Inc | 534 | $12.7K | 0.00% | −1,002−65.2% | Reduced |
| Fifth Third Bancorp | 547 | $13.0K | 0.00% | +271+98.2% | Added |
| LRI Investments, LLC | 560 | $13.3K | 0.00% | +302+117.1% | Added |
| New England Capital Financial Advisors LLC | 605 | $14.3K | 0.01% | +3+0.5% | Added |
| Quarry LP | 617 | $14.6K | 0.00% | −1,245−66.9% | Reduced |
| Bessemer Group Inc | 692 | $16.0K | 0.00% | +459+197.0% | Added |
| Clearstead Advisors, LLC | 680 | $16.1K | 0.00% | +243+55.6% | Added |
| Armstrong Advisory Group, Inc | 709 | $16.8K | 0.00% | +382+116.8% | Added |
| Whittier Trust Co | 728 | $17.4K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 771 | $18.3K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 846 | $20.1K | 0.01% | +846 | New |
| Rise Advisors, LLC | 864 | $20.5K | 0.01% | +20+2.4% | Added |
| Montag A & Associates Inc | 945 | $22.4K | 0.00% | +945 | New |
| Salomon & Ludwin, LLC | 1,114 | $26.7K | 0.00% | +1,114 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,140 | $27.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,212 | $28.7K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,352 | $32.0K | 0.00% | +1,352 | New |
| Smartleaf Asset Management LLC | 1,424 | $33.7K | 0.00% | +467+48.8% | Added |
| Pinney & Scofield, Inc. | 1,447 | $34.3K | 0.02% | +1,262+682.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,536 | $36.0K | 0.00% | +149+10.7% | Added |
| Essential Partners LLC | 1,544 | $36.6K | 0.01% | +878+131.8% | Added |
| Nisa Investment Advisors, LLC | 1,603 | $38.0K | 0.00% | +728+83.2% | Added |
| Brown, Lisle/Cummings, Inc. | 1,893 | $44.9K | 0.01% | +1,893 | New |
| GAMMA Investing LLC | 2,220 | $52.6K | 0.00% | +537+31.9% | Added |
| Versant Capital Management, Inc | 2,415 | $57.3K | 0.01% | +1,179+95.4% | Added |
| EverSource Wealth Advisors, LLC | 3,123 | $74.0K | 0.00% | +1,285+69.9% | Added |
| Shell Asset Management Co | 3,160 | $75.0K | 0.01% | +162+5.4% | Added |
| Ronald Blue Trust, Inc. | 3,187 | $75.6K | 0.00% | +1,379+76.3% | Added |
| Farther Finance Advisors, LLC | 3,233 | $76.7K | 0.00% | +2,223+220.1% | Added |
| KBC Group NV | 3,519 | $83.0K | 0.00% | +1,797+104.4% | Added |
| Aquatic Capital Management LLC | 3,515 | $83.3K | 0.00% | −30,479−89.7% | Reduced |
| Tower Research Capital LLC (TRC) | 4,291 | $101.7K | 0.00% | +258+6.4% | Added |
| Northwestern Mutual Wealth Management Co | 4,558 | $108.1K | 0.00% | +458+11.2% | Added |
| Neo Ivy Capital Management | 4,630 | $109.8K | 0.03% | +4,630 | New |
| Measured Wealth Private Client Group, LLC | 4,688 | $111.2K | 0.03% | +4,688 | New |
| State of Wyoming | 5,093 | $120.8K | 0.01% | +440+9.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,031 | $121.4K | 0.00% | +5,031 | New |
| US Bancorp | 5,464 | $129.6K | 0.00% | +68+1.3% | Added |
| Sterling Capital Management LLC | 5,773 | $136.9K | 0.00% | −10,392−64.3% | Reduced |
| St Germain D J Co Inc | 6,095 | $144.5K | 0.01% | 00.0% | Unchanged |
| EMC Capital Management | 6,458 | $153.0K | 0.07% | +2,813+77.2% | Added |
| Ameritas Investment Partners, Inc. | 6,966 | $165.2K | 0.01% | +2,219+46.7% | Added |
| Virginia Retirement Systems Et Al | 8,500 | $201.5K | 0.00% | +8,500 | New |
| HBK Sorce Advisory LLC | 8,089 | $201.6K | 0.01% | +21+0.3% | Added |
| Ensign Peak Advisors, Inc | 8,702 | $206.3K | 0.00% | −20,800−70.5% | Reduced |
| CIBC Bancorp USA Inc. | 8,888 | $210.7K | 0.00% | +8,888 | New |
| Public Employees Retirement Association of Colorado | 8,909 | $211.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 9,312 | $220.8K | 0.00% | +9,312 | New |
| Slocum, Gordon & Co LLP | 9,696 | $229.9K | 0.18% | +9,696 | New |
| Savant Capital, LLC | 10,070 | $238.8K | 0.00% | +10,070 | New |
| Pictet Asset Management Holding SA | 10,108 | $239.7K | 0.00% | +10,108 | New |
| Brinker Capital Investments, LLC | 10,417 | $247.0K | 0.00% | −505−4.6% | Reduced |
| Neuberger Berman Group LLC | 10,536 | $249.8K | 0.00% | +1,468+16.2% | Added |
| Integrated Wealth Concepts LLC | 11,087 | $262.9K | 0.00% | +11,087 | New |
| Great Lakes Advisors, LLC | 11,177 | $265.0K | 0.00% | +1,722+18.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,479 | $276.9K | 0.00% | +11,479 | New |
| Bank of Montreal | 11,712 | $277.7K | 0.00% | −622−5.0% | Reduced |
| Maryland State Retirement & Pension System | 11,951 | $283.4K | 0.01% | −1,353−10.2% | Reduced |
| AXA Investment Managers S.A. | 12,132 | $287.6K | 0.00% | +12,132 | New |
| SlateStone Wealth, LLC | 12,137 | $288.0K | 0.02% | +767+6.7% | Added |
| Janney Montgomery Scott LLC | 12,171 | $289.0K | 0.00% | +12,171 | New |
| Aigen Investment Management, LP | 12,218 | $289.7K | 0.04% | +12,218 | New |
| Counterpoint Mutual Funds LLC | 12,229 | $289.9K | 0.02% | +12,229 | New |
| Creative Planning | 12,540 | $297.3K | 0.00% | +12,540 | New |