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 |
|---|---|---|---|---|---|
| Mariner, LLC | 9,994 | $263.5K | 0.00% | −13,727−57.9% | Reduced |
| Inceptionr LLC | 10,246 | $270.2K | 0.07% | +10,246 | New |
| Creative Planning | 10,300 | $271.6K | 0.00% | −2,240−17.9% | Reduced |
| VARCOV Co. | 10,318 | $272.1K | 0.11% | +10,318 | New |
| Financial Planning Hawaii, Inc. | 10,380 | $273.7K | 0.16% | +10,380 | New |
| Counterpoint Mutual Funds LLC | 10,632 | $280.4K | 0.02% | −1,597−13.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 10,674 | $281.5K | 0.02% | −8,231−43.5% | Reduced |
| HighTower Advisors, LLC | 10,829 | $285.6K | 0.00% | −20,198−65.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 10,843 | $285.9K | 0.01% | +10,843 | New |
| Janney Montgomery Scott LLC | 11,403 | $301.0K | 0.00% | −768−6.3% | Reduced |
| Neuberger Berman Group LLC | 11,615 | $306.3K | 0.00% | +1,079+10.2% | Added |
| Bank of Montreal | 12,054 | $317.9K | 0.00% | +342+2.9% | Added |
| Pictet Asset Management Holding SA | 12,114 | $319.4K | 0.00% | +2,006+19.8% | Added |
| SlateStone Wealth, LLC | 12,137 | $320.0K | 0.03% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 12,336 | $325.3K | 0.01% | +385+3.2% | Added |
| Stifel Financial Corp | 12,567 | $331.4K | 0.00% | −1,031−7.6% | Reduced |
| Virginia Retirement Systems Et Al | 12,800 | $337.5K | 0.00% | +4,300+50.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,858 | $339.1K | 0.01% | −10,824−45.7% | Reduced |
| Victory Capital Management Inc | 12,901 | $340.2K | 0.00% | −59−0.5% | Reduced |
| Polymer Capital Management (US) LLC | 13,132 | $346.3K | 0.04% | +13,132 | New |
| Teacher Retirement System of Texas | 13,529 | $356.8K | 0.00% | −5,227−27.9% | Reduced |
| South Dakota Investment Council | 13,552 | $357.0K | 0.01% | −2,000−12.9% | Reduced |
| RSM US Wealth Management LLC | 13,496 | $357.5K | 0.00% | −2,848−17.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 13,929 | $367.3K | 0.00% | +13,929 | New |
| Mercer Global Advisors Inc | 14,336 | $378.0K | 0.00% | −747−5.0% | Reduced |
| The PNC Financial Services Group, Inc. | 14,515 | $382.8K | 0.00% | −2,430−14.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,550 | $384.0K | 0.00% | +13,014+847.3% | Added |
| Profund Advisors LLC | 14,756 | $389.1K | 0.01% | +14,756 | New |
| Pensionmark Financial Group, LLC | 14,892 | $392.7K | 0.01% | +13+0.1% | Added |
| Watershed Asset Management, L.L.C. | 15,229 | $401.6K | 0.38% | +15,229 | New |
| Campbell & CO Investment Adviser LLC | 15,282 | $403.0K | 0.02% | −25,778−62.8% | Reduced |
| CWM, LLC | 15,788 | $416.0K | 0.00% | −13,127−45.4% | Reduced |
| DRW Securities, LLC | 16,026 | $422.6K | 0.03% | +16,026 | New |
| ProShare Advisors LLC | 16,216 | $427.6K | 0.00% | +515+3.3% | Added |
| First Manhattan Co | 16,673 | $439.7K | 0.00% | 00.0% | Unchanged |
| JMN Financial LLC | 16,855 | $444.5K | 0.44% | +16,855 | New |
| Moors & Cabot, Inc. | 16,936 | $446.6K | 0.02% | −384−2.2% | Reduced |
| DGS Capital Management, LLC | 17,088 | $450.6K | 0.08% | +17,088 | New |
| BNP Paribas Arbitrage, SA | 17,836 | $470.3K | 0.00% | −29,326−62.2% | Reduced |
| KLP Kapitalforvaltning AS | 18,018 | $475.1K | 0.00% | −7,100−28.3% | Reduced |
| Callan Family Office, LLC | 18,311 | $482.9K | 0.01% | +578+3.3% | Added |
| Franklin Resources Inc | 18,852 | $497.1K | 0.00% | −3,826−16.9% | Reduced |
| Two Sigma Advisers, LP | 18,900 | $498.4K | 0.00% | −298,442−94.0% | Reduced |
| Oregon Public Employees Retirement Fund | 19,227 | $507.0K | 0.01% | +500+2.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,591 | $516.6K | 0.00% | +2,700+16.0% | Added |
| State of Tennessee, Treasury Department | 18,559 | $526.1K | 0.00% | −14,865−44.5% | Reduced |
| Engineers Gate Manager LP | 20,119 | $530.5K | 0.01% | +2,342+13.2% | Added |
| Amundi | 20,183 | $532.2K | 0.00% | +5,601+38.4% | Added |
| Balyasny Asset Management LLC | 20,548 | $541.9K | 0.00% | −19,289−48.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,773 | $547.8K | 0.00% | −399−1.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,783 | $548.0K | 0.00% | −2,623−11.2% | Reduced |
| Private Advisor Group, LLC | 20,819 | $549.0K | 0.00% | +719+3.6% | Added |
| Advisor Group Holdings, Inc. | 21,991 | $579.9K | 0.00% | −989−4.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 23,056 | $608.0K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 23,058 | $608.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 22,481 | $616.4K | 0.01% | −3,112−12.2% | Reduced |
| Arizona State Retirement System | 23,421 | $617.6K | 0.00% | −1,347−5.4% | Reduced |
| Ieq Capital, LLC | 23,764 | $626.6K | 0.00% | −54,029−69.5% | Reduced |
| Gamco Investors, Inc. Et Al | 23,825 | $628.3K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 24,161 | $637.0K | 0.00% | +176+0.7% | Added |
| Ironwood Investment Management LLC | 24,488 | $645.7K | 0.27% | −53−0.2% | Reduced |
| SEI Investments Co | 26,007 | $685.8K | 0.00% | −30,329−53.8% | Reduced |
| Select Asset Management & Trust | 26,101 | $688.0K | 0.21% | −6,144−19.1% | Reduced |
| Russell Investments Group, Ltd. | 27,471 | $724.4K | 0.00% | −540−1.9% | Reduced |
| Freestone Grove Partners LP | 27,612 | $728.1K | 0.01% | +2,031+7.9% | Added |
| Captrust Financial Advisors | 27,642 | $728.9K | 0.00% | −3,636−11.6% | Reduced |
| Squarepoint Ops LLC | 27,881 | $735.2K | 0.00% | +27,881 | New |
| Parsons Capital Management Inc | 27,904 | $735.8K | 0.04% | 00.0% | Unchanged |
| First Trust Advisors LP | 28,051 | $739.7K | 0.00% | −152,835−84.5% | Reduced |
| Intech Investment Management LLC | 28,293 | $746.1K | 0.01% | −118,076−80.7% | Reduced |
| New York State Common Retirement Fund | 28,488 | $751.2K | 0.00% | +4,000+16.3% | Added |
| STRS Ohio | 29,400 | $775.3K | 0.00% | −6,300−17.6% | Reduced |
| Dark Forest Capital Management LP | 30,896 | $814.7K | 0.04% | +30,896 | New |
| Cetera Investment Advisers | 33,185 | $875.1K | 0.00% | −4,623−12.2% | Reduced |
| Royal Bank of Canada | 34,388 | $907.0K | 0.00% | +10,507+44.0% | Added |
| Quantinno Capital Management LP | 34,850 | $919.0K | 0.00% | +13,795+65.5% | Added |
| D. E. Shaw & Co., Inc. | 34,875 | $919.7K | 0.00% | −97,880−73.7% | Reduced |
| GWM Advisors LLC | 36,258 | $956.1K | 0.00% | +490+1.4% | Added |
| Janus Henderson Group PLC | 36,282 | $956.4K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 37,153 | $979.7K | 0.00% | +2,713+7.9% | Added |
| Louisiana State Employees Retirement System | 38,400 | $1.01M | 0.02% | +200+0.5% | Added |
| FMR LLC | 38,497 | $1.02M | 0.00% | +7,808+25.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 38,703 | $1.02M | 0.00% | −32−0.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 40,577 | $1.07M | 0.00% | −905−2.2% | Reduced |
| Illinois Municipal Retirement Fund | 43,354 | $1.14M | 0.01% | −521−1.2% | Reduced |
| Occudo Quantitative Strategies LP | 43,365 | $1.14M | 0.08% | +43,365 | New |
| SummitTX Capital, L.P. | 43,967 | $1.16M | 0.04% | +43,967 | New |
| Winton Group Ltd | 44,112 | $1.16M | 0.04% | +328+0.7% | Added |
| State of Alaska, Department of Revenue | 44,730 | $1.18M | 0.01% | +878+2.0% | Added |
| Schonfeld Strategic Advisors LLC | 45,183 | $1.19M | 0.01% | −90,547−66.7% | Reduced |
| Canton Hathaway, LLC | 46,864 | $1.24M | 0.24% | −16,480−26.0% | Reduced |
| Susquehanna International Group, LLP | 46,982 | $1.24M | 0.00% | −620−1.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 47,507 | $1.25M | 0.00% | −7,498−13.6% | Reduced |
| MetLife Investment Management | 47,848 | $1.26M | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 47,895 | $1.26M | 0.01% | +47,895 | New |
| CM Management, LLC | 48,300 | $1.27M | 1.07% | −27,300−36.1% | Reduced |
| SG Americas Securities, LLC | 48,467 | $1.28M | 0.00% | +19,644+68.2% | Added |
| North Reef Capital Management LP | 50,344 | $1.33M | 0.05% | +50,344 | New |
| Quantbot Technologies LP | 50,710 | $1.34M | 0.04% | +7,295+16.8% | Added |
| HSBC Holdings PLC | 50,729 | $1.34M | 0.00% | +50,729 | New |