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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 53,642 | $1.41M | 0.22% | −27,569−33.9% | Reduced |
| Edgestream Partners, L.P. | 57,052 | $1.50M | 0.04% | +57,052 | New |
| Jain Global LLC | 58,697 | $1.55M | 0.02% | +30,741+110.0% | Added |
| Cerity Partners LLC | 58,975 | $1.56M | 0.00% | +8,413+16.6% | Added |
| Pathstone Holdings, LLC | 61,658 | $1.63M | 0.01% | +549+0.9% | Added |
| CI Private Wealth, LLC | 62,645 | $1.65M | 0.00% | +1,782+2.9% | Added |
| Hennessy Advisors Inc | 65,000 | $1.71M | 0.06% | +37,700+138.1% | Added |
| Cutler Capital Management, LLC | 69,183 | $1.82M | 0.55% | +54,226+362.5% | Added |
| Great West Life Assurance Co | 69,635 | $1.83M | 0.00% | −12,450−15.2% | Reduced |
| Segall Bryant & Hamill, LLC | 69,985 | $1.85M | 0.02% | −28,338−28.8% | Reduced |
| Comerica Bank | 70,791 | $1.87M | 0.01% | +10,866+18.1% | Added |
| Artemis Investment Management LLP | 72,849 | $1.92M | 0.02% | +72,849 | New |
| Deutsche Bank AG | 77,368 | $2.04M | 0.00% | +1,533+2.0% | Added |
| Prudential Financial Inc | 78,587 | $2.07M | 0.00% | −25,929−24.8% | Reduced |
| New York State Teachers Retirement System | 79,182 | $2.09M | 0.00% | −816−1.0% | Reduced |
| California State Teachers Retirement System | 79,940 | $2.11M | 0.00% | +5,570+7.5% | Added |
| Raymond James Financial Inc | 84,754 | $2.23M | 0.00% | −10,640−11.2% | Reduced |
| RMB Capital Management, LLC | 87,182 | $2.30M | 0.04% | +87,182 | New |
| Wells Fargo & Company | 98,136 | $2.59M | 0.00% | +32,400+49.3% | Added |
| Quest Partners LLC | 101,026 | $2.66M | 0.15% | −13,520−11.8% | Reduced |
| Congress Asset Management Co | 104,025 | $2.74M | 0.02% | −9,088−8.0% | Reduced |
| Price T Rowe Associates Inc | 105,218 | $2.77M | 0.00% | −5,156−4.7% | Reduced |
| Mendon Capital Advisors Corp | 106,393 | $2.81M | 1.10% | +86,393+432.0% | Added |
| ExodusPoint Capital Management, LP | 114,499 | $3.02M | 0.03% | −156,738−57.8% | Reduced |
| Jefferies Financial Group Inc. | 115,569 | $3.05M | 0.02% | +115,569 | New |
| Alliancebernstein L.P. | 117,349 | $3.09M | 0.00% | +8,719+8.0% | Added |
| Citigroup Inc | 128,884 | $3.40M | 0.00% | −99,311−43.5% | Reduced |
| Ruffer LLP | 130,048 | $3.43M | 0.16% | +130,048 | New |
| Commonwealth Equity Services, LLC | 139,837 | $3.69M | 0.00% | −20,924−13.0% | Reduced |
| Rafferty Asset Management, LLC | 145,749 | $3.84M | 0.01% | +61,030+72.0% | Added |
| EJF Capital LLC | 146,451 | $3.86M | 2.19% | +15,317+11.7% | Added |
| Thrivent Financial for Lutherans | 151,543 | $4.00M | 0.01% | −111,666−42.4% | Reduced |
| Swiss National Bank | 166,256 | $4.38M | 0.00% | +4,300+2.7% | Added |
| Barclays PLC | 181,604 | $4.79M | 0.00% | +56,083+44.7% | Added |
| Grace & White Inc | 186,349 | $4.91M | 0.88% | −8,268−4.2% | Reduced |
| Voya Investment Management LLC | 196,666 | $5.19M | 0.01% | −12,852−6.1% | Reduced |
| Legal & General Group Plc | 203,893 | $5.38M | 0.00% | −13,971−6.4% | Reduced |
| Voloridge Investment Management, LLC | 209,293 | $5.52M | 0.02% | +209,293 | New |
| LPL Financial LLC | 216,193 | $5.70M | 0.00% | −818−0.4% | Reduced |
| UBS Asset Management Americas Inc | 217,199 | $5.73M | 0.00% | +13,250+6.5% | Added |
| Maltese Capital Management LLC | 220,000 | $5.80M | 1.03% | −10,470−4.5% | Reduced |
| Rhumbline Advisers | 233,891 | $6.17M | 0.00% | −13,017−5.3% | Reduced |
| AQR Capital Management LLC | 252,240 | $6.65M | 0.00% | −113,555−31.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 261,325 | $6.89M | 0.12% | +261,325 | New |
| Public Sector Pension Investment Board | 290,374 | $7.66M | 0.03% | −33,873−10.4% | Reduced |
| Royce & Associates LP | 316,854 | $8.36M | 0.08% | +303,385+2,252.5% | Added |
| Nearwater Capital Markets, Ltd | 329,500 | $8.69M | 0.15% | +329,500 | New |
| Citadel Advisors LLC | 334,363 | $8.82M | 0.01% | +124,542+59.4% | Added |
| Ameriprise Financial Inc | 360,815 | $9.51M | 0.00% | −126,813−26.0% | Reduced |
| Glendon Capital Management LP | 381,184 | $10.1M | 0.60% | +208,771+121.1% | Added |
| Principal Financial Group Inc | 399,888 | $10.5M | 0.01% | −1,554−0.4% | Reduced |
| Invesco Ltd. | 447,603 | $11.8M | 0.00% | −1,183,589−72.6% | Reduced |
| JPMorgan Chase & Co | 458,033 | $12.1M | 0.00% | −168,392−26.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 500,742 | $13.2M | 0.04% | −407,210−44.8% | Reduced |
| Bridgeway Capital Management, LLC | 507,886 | $13.4M | 0.28% | +18,966+3.9% | Added |
| Ategra Capital Management, LLC | 511,288 | $13.5M | 7.71% | +27,384+5.7% | Added |
| Bank of New York Mellon Corp | 543,684 | $14.3M | 0.00% | −216,078−28.4% | Reduced |
| Bayview Asset Management, LLC | 544,828 | $14.4M | 12.94% | +88,684+19.4% | Added |
| Two Sigma Investments, LP | 565,605 | $14.9M | 0.02% | −113,368−16.7% | Reduced |
| Bank of America Corp | 612,855 | $16.2M | 0.00% | +17,293+2.9% | Added |
| Strategic Value Bank Partners LLC | 623,747 | $16.4M | 11.26% | 00.0% | Unchanged |
| Millennium Management LLC | 656,993 | $17.3M | 0.01% | +623,028+1,834.3% | Added |
| UBS Group AG | 713,489 | $18.8M | 0.00% | +143,732+25.2% | Added |
| Nuveen, LLC | 714,103 | $18.8M | 0.00% | −94,416−11.7% | Reduced |
| Renaissance Technologies LLC | 797,158 | $21.0M | 0.03% | −93,640−10.5% | Reduced |
| Northern Trust Corp | 820,399 | $21.6M | 0.00% | −70,459−7.9% | Reduced |
| American Century Companies Inc | 890,144 | $23.5M | 0.01% | −629,758−41.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,118,341 | $29.5M | 0.00% | +55,910+5.3% | Added |
| Systematic Financial Management LP | 1,140,629 | $30.1M | 0.71% | −8,057−0.7% | Reduced |
| Goldman Sachs Group Inc | 1,275,279 | $33.6M | 0.00% | +582,448+84.1% | Added |
| Arrowstreet Capital, Limited Partnership | 1,285,066 | $33.9M | 0.02% | −184,938−12.6% | Reduced |
| Massachusetts Financial Services Co | 1,337,669 | $35.3M | 0.01% | +191,447+16.7% | Added |
| Morgan Stanley | 1,565,804 | $41.3M | 0.00% | +361,195+30.0% | Added |
| Geode Capital Management, LLC | 1,983,571 | $52.3M | 0.00% | +44,454+2.3% | Added |
| Adage Capital Partners GP, L.L.C. | 2,036,828 | $53.7M | 0.08% | +417,632+25.8% | Added |
| HoldCo Asset Management, L.P. | 2,061,000 | $54.3M | 4.09% | +2,061,000 | New |
| Verition Fund Management LLC | 2,270,482 | $59.9M | 0.32% | +1,451,245+177.1% | Added |
| Azora Capital LP | 3,133,051 | $82.6M | 5.20% | +2,568,074+454.5% | Added |
| Dimensional Fund Advisors LP | 4,875,511 | $128.6M | 0.03% | −5,218−0.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,878,380 | $128.6M | 0.43% | −403,636−7.6% | Reduced |
| State Street Corp | 5,054,040 | $133.3M | 0.00% | +728,883+16.9% | Added |
| Vanguard Group Inc | 9,603,540 | $253.2M | 0.00% | −106,583−1.1% | Reduced |
| BlackRock, Inc. | 12,363,035 | $326.0M | 0.01% | +290,369+2.4% | Added |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,530,972−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −289,919−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −233,853−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −218,400−100.0% | Sold out |
| Jacobs Asset Management, LLC | 0 | $0 | 0.00% | −162,931−100.0% | Sold out |
| Kestrel Investment Management Corp | 0 | $0 | 0.00% | −140,950−100.0% | Sold out |
| M3F, Inc. | 0 | $0 | 0.00% | −133,121−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −103,865−100.0% | Sold out |
| Banc Funds Co LLC | 0 | $0 | 0.00% | −86,206−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −69,949−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −53,232−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −46,141−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −46,000−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −39,374−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −37,764−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −30,539−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −26,204−100.0% | Sold out |