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, Q4 2025
Institutional positions in Beacon Financial Corp as of Dec 31, 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
- 283
- +9 vs. Q3 2025
- Shares held
- 76.5M
- +3.40M (+4.6%) vs. Q3 2025
- Total value
- $2.02B
- +$283.5M (+16.3%) vs. Q3 2025
- New holders
- 55
- 76 more added
- Sold out
- 46
- 115 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | −16−61.5% | Reduced |
| Dunhill Financial, LLC | 2 | $42 | 0.00% | +2 | New |
| Gilpin Wealth Management, LLC | 7 | $185 | 0.00% | +7 | New |
| Ankerstar Wealth, LLC | 9 | $237 | 0.00% | +9 | New |
| Basecamp Wealth Advisors LLC | 11 | $290 | 0.00% | +11 | New |
| Clearstead Advisors, LLC | 12 | $317 | 0.00% | −668−98.2% | Reduced |
| Bangor Savings Bank | 13 | $343 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $343 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 15 | $396 | 0.00% | +15 | New |
| Cedar Mountain Advisors, LLC | 16 | $422 | 0.00% | +16 | New |
| CIBC Private Wealth Group, LLC | 19 | $501 | 0.00% | +19 | New |
| Tompkins Financial Corp | 30 | $791 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 40 | $1.05K | 0.00% | −41−50.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 44 | $1.16K | 0.00% | +44 | New |
| IFP Advisors, Inc | 50 | $1.32K | 0.00% | −101−66.9% | Reduced |
| Farmers & Merchants Investments Inc | 52 | $1.37K | 0.00% | −5−8.8% | Reduced |
| Jones Financial Companies LLLP | 63 | $1.66K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 70 | $1.85K | 0.00% | +70 | New |
| Quadrant Capital Group LLC | 78 | $2.06K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 81 | $2.14K | 0.00% | −20,479−99.6% | Reduced |
| Parallel Advisors, LLC | 103 | $2.72K | 0.00% | −101−49.5% | Reduced |
| PenderFund Capital Management Ltd. | 116 | $3.06K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 126 | $3.32K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 129 | $3.40K | 0.00% | +25+24.0% | Added |
| Signaturefd, LLC | 149 | $3.93K | 0.00% | +134+893.3% | Added |
| Huntington National Bank | 211 | $5.56K | 0.00% | −215−50.5% | Reduced |
| Allworth Financial LP | 214 | $5.64K | 0.00% | −268−55.6% | Reduced |
| True Wealth Design, LLC | 221 | $5.83K | 0.00% | −181−45.0% | Reduced |
| Rothschild Investment LLC | 226 | $5.96K | 0.00% | −163−41.9% | Reduced |
| Massmutual Trust Co FSB | 265 | $6.99K | 0.00% | −13−4.7% | Reduced |
| Harbor Capital Advisors, Inc. | 273 | $7.00K | 0.00% | −5−1.8% | Reduced |
| DV Trading LLC | 300 | $7.91K | 0.00% | +300 | New |
| Aster Capital Management (DIFC) Ltd | 300 | $7.91K | 0.00% | +300 | New |
| Vision Retirement, LLC | 309 | $8.15K | 0.00% | +309 | New |
| Barrett & Company, Inc. | 336 | $8.86K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 341 | $8.99K | 0.00% | −29−7.8% | Reduced |
| GW&K Investment Management, LLC | 410 | $11.0K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 491 | $12.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 478 | $13.1K | 0.00% | +478 | New |
| Salomon & Ludwin, LLC | 490 | $13.2K | 0.00% | −624−56.0% | Reduced |
| Triumph Capital Management | 504 | $13.3K | 0.00% | +504 | New |
| Global Retirement Partners, LLC | 540 | $14.2K | 0.00% | +87+19.2% | Added |
| Pinnacle Holdings, LLC | 540 | $14.2K | 0.00% | +540 | New |
| LRI Investments, LLC | 560 | $14.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 594 | $15.7K | 0.00% | +47+8.6% | Added |
| Danske Bank A/S | 600 | $15.8K | 0.00% | −24,658−97.6% | Reduced |
| New England Capital Financial Advisors LLC | 609 | $16.1K | 0.01% | +4+0.7% | Added |
| Armstrong Advisory Group, Inc | 709 | $18.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 728 | $19.6K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 771 | $20.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 867 | $23.0K | 0.00% | +175+25.3% | Added |
| Los Angeles Capital Management LLC | 1,011 | $24.4K | 0.00% | +1,011 | New |
| Essential Partners LLC | 932 | $24.6K | 0.01% | −612−39.6% | Reduced |
| Montag A & Associates Inc | 945 | $24.9K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,140 | $30.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,212 | $32.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,213 | $32.0K | 0.00% | +1,045+622.0% | Added |
| EverSource Wealth Advisors, LLC | 1,281 | $33.8K | 0.00% | −1,842−59.0% | Reduced |
| Torren Management, LLC | 1,336 | $35.2K | 0.02% | +1,336 | New |
| Trust Co of Vermont | 1,346 | $35.5K | 0.00% | +1,346 | New |
| NBT Bank N A | 1,369 | $36.1K | 0.00% | +17+1.3% | Added |
| Pinney & Scofield, Inc. | 1,447 | $38.1K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,575 | $41.5K | 0.00% | −11,654−88.1% | Reduced |
| GAMMA Investing LLC | 1,616 | $42.6K | 0.00% | −604−27.2% | Reduced |
| Smartleaf Asset Management LLC | 1,654 | $43.8K | 0.00% | +230+16.2% | Added |
| Brown, Lisle/Cummings, Inc. | 1,893 | $49.9K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,256 | $59.5K | 0.00% | +653+40.7% | Added |
| Versant Capital Management, Inc | 2,415 | $63.7K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,895 | $76.3K | 0.00% | −292−9.2% | Reduced |
| Farther Finance Advisors, LLC | 3,391 | $89.4K | 0.00% | +158+4.9% | Added |
| Measured Wealth Private Client Group, LLC | 3,392 | $89.4K | 0.02% | −1,296−27.6% | Reduced |
| KBC Group NV | 3,519 | $93.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,552 | $93.7K | 0.00% | −739−17.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,558 | $120.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,608 | $121.5K | 0.01% | +4,608 | New |
| Sterling Capital Management LLC | 4,831 | $127.4K | 0.00% | −942−16.3% | Reduced |
| Hantz Financial Services, Inc. | 4,847 | $128.0K | 0.00% | −9,593−66.4% | Reduced |
| St Germain D J Co Inc | 5,375 | $141.7K | 0.01% | −720−11.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,031 | $142.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,464 | $144.1K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 5,489 | $145.0K | 0.06% | −969−15.0% | Reduced |
| Eurizon Capital SGR S.p.A. | 5,849 | $154.7K | 0.00% | +5,849 | New |
| Ameritas Investment Partners, Inc. | 6,966 | $183.7K | 0.01% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 7,604 | $200.5K | 0.04% | +7,604 | New |
| Mayflower Financial Advisors, LLC | 7,720 | $203.6K | 0.02% | +7,720 | New |
| Journey Strategic Wealth LLC | 7,735 | $204.0K | 0.01% | +7,735 | New |
| Berkshire Bank | 7,840 | $206.7K | 0.04% | +7,840 | New |
| Joel Isaacson & Co., LLC | 7,844 | $206.8K | 0.01% | +7,844 | New |
| Kestra Advisory Services, LLC | 7,997 | $210.9K | 0.00% | +7,997 | New |
| Ensign Peak Advisors, Inc | 8,002 | $211.0K | 0.00% | −700−8.0% | Reduced |
| Aquatic Capital Management LLC | 8,454 | $222.9K | 0.01% | +4,939+140.5% | Added |
| CIBC Asset Management Inc | 8,484 | $223.7K | 0.00% | +8,484 | New |
| Great Lakes Advisors, LLC | 8,758 | $230.9K | 0.00% | −2,419−21.6% | Reduced |
| Public Employees Retirement Association of Colorado | 8,909 | $235.0K | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 8,964 | $236.4K | 0.02% | +8,964 | New |
| Brinker Capital Investments, LLC | 9,214 | $243.0K | 0.00% | −1,203−11.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,056 | $244.1K | 0.00% | −2,423−21.1% | Reduced |
| Mutual of America Capital Management LLC | 9,590 | $252.9K | 0.00% | +278+3.0% | Added |
| HBK Sorce Advisory LLC | 8,089 | $255.4K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 9,696 | $255.7K | 0.19% | 00.0% | Unchanged |