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 |
|---|---|---|---|---|---|
| Mirae Asset Global ETFs Holdings Ltd. | 38,703 | $1.02M | 0.00% | −32−0.1% | Reduced |
| FMR LLC | 38,497 | $1.02M | 0.00% | +7,808+25.4% | Added |
| Louisiana State Employees Retirement System | 38,400 | $1.01M | 0.02% | +200+0.5% | Added |
| Manufacturers Life Insurance Company, The | 37,153 | $979.7K | 0.00% | +2,713+7.9% | Added |
| Janus Henderson Group PLC | 36,282 | $956.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 36,258 | $956.1K | 0.00% | +490+1.4% | Added |
| D. E. Shaw & Co., Inc. | 34,875 | $919.7K | 0.00% | −97,880−73.7% | Reduced |
| Quantinno Capital Management LP | 34,850 | $919.0K | 0.00% | +13,795+65.5% | Added |
| Royal Bank of Canada | 34,388 | $907.0K | 0.00% | +10,507+44.0% | Added |
| Cetera Investment Advisers | 33,185 | $875.1K | 0.00% | −4,623−12.2% | Reduced |
| Dark Forest Capital Management LP | 30,896 | $814.7K | 0.04% | +30,896 | New |
| STRS Ohio | 29,400 | $775.3K | 0.00% | −6,300−17.6% | Reduced |
| New York State Common Retirement Fund | 28,488 | $751.2K | 0.00% | +4,000+16.3% | Added |
| Intech Investment Management LLC | 28,293 | $746.1K | 0.01% | −118,076−80.7% | Reduced |
| First Trust Advisors LP | 28,051 | $739.7K | 0.00% | −152,835−84.5% | Reduced |
| Parsons Capital Management Inc | 27,904 | $735.8K | 0.04% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 27,881 | $735.2K | 0.00% | +27,881 | New |
| Captrust Financial Advisors | 27,642 | $728.9K | 0.00% | −3,636−11.6% | Reduced |
| Freestone Grove Partners LP | 27,612 | $728.1K | 0.01% | +2,031+7.9% | Added |
| Russell Investments Group, Ltd. | 27,471 | $724.4K | 0.00% | −540−1.9% | Reduced |
| Select Asset Management & Trust | 26,101 | $688.0K | 0.21% | −6,144−19.1% | Reduced |
| SEI Investments Co | 26,007 | $685.8K | 0.00% | −30,329−53.8% | Reduced |
| Ironwood Investment Management LLC | 24,488 | $645.7K | 0.27% | −53−0.2% | Reduced |
| Amalgamated Bank | 24,161 | $637.0K | 0.00% | +176+0.7% | Added |
| Gamco Investors, Inc. Et Al | 23,825 | $628.3K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 23,764 | $626.6K | 0.00% | −54,029−69.5% | Reduced |
| Arizona State Retirement System | 23,421 | $617.6K | 0.00% | −1,347−5.4% | Reduced |
| Yousif Capital Management, LLC | 22,481 | $616.4K | 0.01% | −3,112−12.2% | Reduced |
| State Board of Administration of Florida Retirement System | 23,058 | $608.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 23,056 | $608.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 21,991 | $579.9K | 0.00% | −989−4.3% | Reduced |
| Private Advisor Group, LLC | 20,819 | $549.0K | 0.00% | +719+3.6% | Added |
| Teachers Retirement System of the State of Kentucky | 20,783 | $548.0K | 0.00% | −2,623−11.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,773 | $547.8K | 0.00% | −399−1.9% | Reduced |
| Balyasny Asset Management LLC | 20,548 | $541.9K | 0.00% | −19,289−48.4% | Reduced |
| Amundi | 20,183 | $532.2K | 0.00% | +5,601+38.4% | Added |
| Engineers Gate Manager LP | 20,119 | $530.5K | 0.01% | +2,342+13.2% | Added |
| State of Tennessee, Treasury Department | 18,559 | $526.1K | 0.00% | −14,865−44.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,591 | $516.6K | 0.00% | +2,700+16.0% | Added |
| Oregon Public Employees Retirement Fund | 19,227 | $507.0K | 0.01% | +500+2.7% | Added |
| Two Sigma Advisers, LP | 18,900 | $498.4K | 0.00% | −298,442−94.0% | Reduced |
| Franklin Resources Inc | 18,852 | $497.1K | 0.00% | −3,826−16.9% | Reduced |
| Callan Family Office, LLC | 18,311 | $482.9K | 0.01% | +578+3.3% | Added |
| KLP Kapitalforvaltning AS | 18,018 | $475.1K | 0.00% | −7,100−28.3% | Reduced |
| BNP Paribas Arbitrage, SA | 17,836 | $470.3K | 0.00% | −29,326−62.2% | Reduced |
| DGS Capital Management, LLC | 17,088 | $450.6K | 0.08% | +17,088 | New |
| Moors & Cabot, Inc. | 16,936 | $446.6K | 0.02% | −384−2.2% | Reduced |
| JMN Financial LLC | 16,855 | $444.5K | 0.44% | +16,855 | New |
| First Manhattan Co | 16,673 | $439.7K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 16,216 | $427.6K | 0.00% | +515+3.3% | Added |
| DRW Securities, LLC | 16,026 | $422.6K | 0.03% | +16,026 | New |
| CWM, LLC | 15,788 | $416.0K | 0.00% | −13,127−45.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,282 | $403.0K | 0.02% | −25,778−62.8% | Reduced |
| Watershed Asset Management, L.L.C. | 15,229 | $401.6K | 0.38% | +15,229 | New |
| Pensionmark Financial Group, LLC | 14,892 | $392.7K | 0.01% | +13+0.1% | Added |
| Profund Advisors LLC | 14,756 | $389.1K | 0.01% | +14,756 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,550 | $384.0K | 0.00% | +13,014+847.3% | Added |
| The PNC Financial Services Group, Inc. | 14,515 | $382.8K | 0.00% | −2,430−14.3% | Reduced |
| Mercer Global Advisors Inc | 14,336 | $378.0K | 0.00% | −747−5.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 13,929 | $367.3K | 0.00% | +13,929 | New |
| RSM US Wealth Management LLC | 13,496 | $357.5K | 0.00% | −2,848−17.4% | Reduced |
| South Dakota Investment Council | 13,552 | $357.0K | 0.01% | −2,000−12.9% | Reduced |
| Teacher Retirement System of Texas | 13,529 | $356.8K | 0.00% | −5,227−27.9% | Reduced |
| Polymer Capital Management (US) LLC | 13,132 | $346.3K | 0.04% | +13,132 | New |
| Victory Capital Management Inc | 12,901 | $340.2K | 0.00% | −59−0.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,858 | $339.1K | 0.01% | −10,824−45.7% | Reduced |
| Virginia Retirement Systems Et Al | 12,800 | $337.5K | 0.00% | +4,300+50.6% | Added |
| Stifel Financial Corp | 12,567 | $331.4K | 0.00% | −1,031−7.6% | Reduced |
| Maryland State Retirement & Pension System | 12,336 | $325.3K | 0.01% | +385+3.2% | Added |
| SlateStone Wealth, LLC | 12,137 | $320.0K | 0.03% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 12,114 | $319.4K | 0.00% | +2,006+19.8% | Added |
| Bank of Montreal | 12,054 | $317.9K | 0.00% | +342+2.9% | Added |
| Neuberger Berman Group LLC | 11,615 | $306.3K | 0.00% | +1,079+10.2% | Added |
| Janney Montgomery Scott LLC | 11,403 | $301.0K | 0.00% | −768−6.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 10,843 | $285.9K | 0.01% | +10,843 | New |
| HighTower Advisors, LLC | 10,829 | $285.6K | 0.00% | −20,198−65.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 10,674 | $281.5K | 0.02% | −8,231−43.5% | Reduced |
| Counterpoint Mutual Funds LLC | 10,632 | $280.4K | 0.02% | −1,597−13.1% | Reduced |
| Financial Planning Hawaii, Inc. | 10,380 | $273.7K | 0.16% | +10,380 | New |
| VARCOV Co. | 10,318 | $272.1K | 0.11% | +10,318 | New |
| Creative Planning | 10,300 | $271.6K | 0.00% | −2,240−17.9% | Reduced |
| Inceptionr LLC | 10,246 | $270.2K | 0.07% | +10,246 | New |
| Mariner, LLC | 9,994 | $263.5K | 0.00% | −13,727−57.9% | Reduced |
| Slocum, Gordon & Co LLP | 9,696 | $255.7K | 0.19% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,089 | $255.4K | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 9,590 | $252.9K | 0.00% | +278+3.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,056 | $244.1K | 0.00% | −2,423−21.1% | Reduced |
| Brinker Capital Investments, LLC | 9,214 | $243.0K | 0.00% | −1,203−11.5% | Reduced |
| Mirabella Financial Services LLP | 8,964 | $236.4K | 0.02% | +8,964 | New |
| Public Employees Retirement Association of Colorado | 8,909 | $235.0K | 0.00% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 8,758 | $230.9K | 0.00% | −2,419−21.6% | Reduced |
| CIBC Asset Management Inc | 8,484 | $223.7K | 0.00% | +8,484 | New |
| Aquatic Capital Management LLC | 8,454 | $222.9K | 0.01% | +4,939+140.5% | Added |
| Ensign Peak Advisors, Inc | 8,002 | $211.0K | 0.00% | −700−8.0% | Reduced |
| Kestra Advisory Services, LLC | 7,997 | $210.9K | 0.00% | +7,997 | New |
| Joel Isaacson & Co., LLC | 7,844 | $206.8K | 0.01% | +7,844 | New |
| Berkshire Bank | 7,840 | $206.7K | 0.04% | +7,840 | New |
| Journey Strategic Wealth LLC | 7,735 | $204.0K | 0.01% | +7,735 | New |
| Mayflower Financial Advisors, LLC | 7,720 | $203.6K | 0.02% | +7,720 | New |
| Plimoth Trust Co LLC | 7,604 | $200.5K | 0.04% | +7,604 | New |