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 |
|---|---|---|---|---|---|
| Entropy Technologies, LP | 0 | $0 | 0.00% | −26,155−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −24,672−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −24,600−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −23,938−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −22,460−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −18,180−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −15,510−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −14,037−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −13,093−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −12,569−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,218−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −11,087−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −10,070−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −5,093−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −4,630−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −864−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −846−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −617−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −534−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −443−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Financial Consulate, Inc | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −12,789−100.0% | Sold out |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |