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 |
|---|---|---|---|---|---|
| EMC Capital Management | 6,458 | $153.0K | 0.07% | +2,813+77.2% | Added |
| St Germain D J Co Inc | 6,095 | $144.5K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 5,773 | $136.9K | 0.00% | −10,392−64.3% | Reduced |
| US Bancorp | 5,464 | $129.6K | 0.00% | +68+1.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,031 | $121.4K | 0.00% | +5,031 | New |
| State of Wyoming | 5,093 | $120.8K | 0.01% | +440+9.5% | Added |
| Measured Wealth Private Client Group, LLC | 4,688 | $111.2K | 0.03% | +4,688 | New |
| Neo Ivy Capital Management | 4,630 | $109.8K | 0.03% | +4,630 | New |
| Northwestern Mutual Wealth Management Co | 4,558 | $108.1K | 0.00% | +458+11.2% | Added |
| Tower Research Capital LLC (TRC) | 4,291 | $101.7K | 0.00% | +258+6.4% | Added |
| Aquatic Capital Management LLC | 3,515 | $83.3K | 0.00% | −30,479−89.7% | Reduced |
| KBC Group NV | 3,519 | $83.0K | 0.00% | +1,797+104.4% | Added |
| Farther Finance Advisors, LLC | 3,233 | $76.7K | 0.00% | +2,223+220.1% | Added |
| Ronald Blue Trust, Inc. | 3,187 | $75.6K | 0.00% | +1,379+76.3% | Added |
| Shell Asset Management Co | 3,160 | $75.0K | 0.01% | +162+5.4% | Added |
| EverSource Wealth Advisors, LLC | 3,123 | $74.0K | 0.00% | +1,285+69.9% | Added |
| Versant Capital Management, Inc | 2,415 | $57.3K | 0.01% | +1,179+95.4% | Added |
| GAMMA Investing LLC | 2,220 | $52.6K | 0.00% | +537+31.9% | Added |
| Brown, Lisle/Cummings, Inc. | 1,893 | $44.9K | 0.01% | +1,893 | New |
| Nisa Investment Advisors, LLC | 1,603 | $38.0K | 0.00% | +728+83.2% | Added |
| Essential Partners LLC | 1,544 | $36.6K | 0.01% | +878+131.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,536 | $36.0K | 0.00% | +149+10.7% | Added |
| Pinney & Scofield, Inc. | 1,447 | $34.3K | 0.02% | +1,262+682.2% | Added |
| Smartleaf Asset Management LLC | 1,424 | $33.7K | 0.00% | +467+48.8% | Added |
| NBT Bank N A | 1,352 | $32.0K | 0.00% | +1,352 | New |
| TD Private Client Wealth LLC | 1,212 | $28.7K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,140 | $27.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,114 | $26.7K | 0.00% | +1,114 | New |
| Montag A & Associates Inc | 945 | $22.4K | 0.00% | +945 | New |
| Rise Advisors, LLC | 864 | $20.5K | 0.01% | +20+2.4% | Added |
| Caitong International Asset Management Co., Ltd | 846 | $20.1K | 0.01% | +846 | New |
| Glen Eagle Advisors, LLC | 771 | $18.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 728 | $17.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 709 | $16.8K | 0.00% | +382+116.8% | Added |
| Clearstead Advisors, LLC | 680 | $16.1K | 0.00% | +243+55.6% | Added |
| Bessemer Group Inc | 692 | $16.0K | 0.00% | +459+197.0% | Added |
| Quarry LP | 617 | $14.6K | 0.00% | −1,245−66.9% | Reduced |
| New England Capital Financial Advisors LLC | 605 | $14.3K | 0.01% | +3+0.5% | Added |
| LRI Investments, LLC | 560 | $13.3K | 0.00% | +302+117.1% | Added |
| Fifth Third Bancorp | 547 | $13.0K | 0.00% | +271+98.2% | Added |
| Meeder Asset Management Inc | 534 | $12.7K | 0.00% | −1,002−65.2% | Reduced |
| Coastline Trust Co | 491 | $11.6K | 0.00% | +491 | New |
| Allworth Financial LP | 482 | $11.4K | 0.00% | +472+4,720.0% | Added |
| Global Retirement Partners, LLC | 453 | $10.7K | 0.00% | +453 | New |
| Wealthspire Advisors, LLC | 443 | $10.5K | 0.00% | +443 | New |
| Huntington National Bank | 426 | $10.1K | 0.00% | +425+42,500.0% | Added |
| GW&K Investment Management, LLC | 410 | $10.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 402 | $9.53K | 0.00% | +212+111.6% | Added |
| Rothschild Investment LLC | 389 | $9.22K | 0.00% | +314+418.7% | Added |
| Umb Bank N A | 370 | $8.77K | 0.00% | +207+127.0% | Added |
| Barrett & Company, Inc. | 336 | $7.97K | 0.00% | +336 | New |
| Optiver Holding B.V. | 333 | $7.89K | 0.00% | +333 | New |
| Harbor Capital Advisors, Inc. | 278 | $7.00K | 0.00% | +278 | New |
| Massmutual Trust Co FSB | 278 | $6.59K | 0.00% | +28+11.2% | Added |
| Parallel Advisors, LLC | 204 | $4.84K | 0.00% | +114+126.7% | Added |
| Rockefeller Capital Management L.P. | 168 | $3.98K | 0.00% | +168 | New |
| IFP Advisors, Inc | 151 | $3.58K | 0.00% | +26+20.8% | Added |
| Steward Partners Investment Advisory, LLC | 126 | $2.99K | 0.00% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 116 | $2.75K | 0.00% | +116 | New |
| Parkside Financial Bank & Trust | 104 | $2.47K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 81 | $1.92K | 0.00% | +74+1,057.1% | Added |
| Quadrant Capital Group LLC | 78 | $1.85K | 0.00% | +78 | New |
| Vermillion Wealth Management, Inc. | 77 | $1.83K | 0.00% | +77 | New |
| Atlantic Trust, LLC | 66 | $1.56K | 0.00% | +10+17.9% | Added |
| Bare Financial Services, Inc | 66 | $1.56K | 0.00% | +66 | New |
| Jones Financial Companies LLLP | 63 | $1.52K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 57 | $1.35K | 0.00% | +26+83.9% | Added |
| Covestor Ltd | 26 | $1.00K | 0.00% | −416−94.1% | Reduced |
| Tompkins Financial Corp | 30 | $711 | 0.00% | +30 | New |
| Financial Consulate, Inc | 17 | $404 | 0.00% | +17 | New |
| Signaturefd, LLC | 15 | $356 | 0.00% | +15 | New |
| Bangor Savings Bank | 13 | $308 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $308 | 0.00% | +13 | New |
| Johnson Financial Group, Inc. | 8 | $190 | 0.00% | +8 | New |
| SBI Securities Co., Ltd. | 1 | $24 | 0.00% | −6−85.7% | Reduced |
| Avion Wealth | 21 | $0 | 0.00% | +21 | New |
| Hemington Wealth Management | 5 | $0 | 0.00% | +5 | New |
| Colony Group, LLC | 12,789 | – | – | +12,789 | New |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −312,385−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −271,519−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −215,203−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −196,450−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −186,289−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −179,753−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −70,569−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −38,371−100.0% | Sold out |
| SummerHaven Investment Management, LLC | 0 | $0 | 0.00% | −34,882−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −28,408−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −24,011−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −19,625−100.0% | Sold out |
| Fagan Associates, Inc. | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −16,087−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −13,529−100.0% | Sold out |
| Berkshire Bank | 0 | $0 | 0.00% | −10,340−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −10,318−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −8,735−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −8,338−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −8,071−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −7,980−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −7,721−100.0% | Sold out |