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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 6,966 | $183.7K | 0.01% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 5,849 | $154.7K | 0.00% | +5,849 | New |
| EMC Capital Management | 5,489 | $145.0K | 0.06% | −969−15.0% | Reduced |
| US Bancorp | 5,464 | $144.1K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,031 | $142.8K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 5,375 | $141.7K | 0.01% | −720−11.8% | Reduced |
| Hantz Financial Services, Inc. | 4,847 | $128.0K | 0.00% | −9,593−66.4% | Reduced |
| Sterling Capital Management LLC | 4,831 | $127.4K | 0.00% | −942−16.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,608 | $121.5K | 0.01% | +4,608 | New |
| Northwestern Mutual Wealth Management Co | 4,558 | $120.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,552 | $93.7K | 0.00% | −739−17.2% | Reduced |
| KBC Group NV | 3,519 | $93.0K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 3,392 | $89.4K | 0.02% | −1,296−27.6% | Reduced |
| Farther Finance Advisors, LLC | 3,391 | $89.4K | 0.00% | +158+4.9% | Added |
| Ronald Blue Trust, Inc. | 2,895 | $76.3K | 0.00% | −292−9.2% | Reduced |
| Versant Capital Management, Inc | 2,415 | $63.7K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,256 | $59.5K | 0.00% | +653+40.7% | Added |
| Brown, Lisle/Cummings, Inc. | 1,893 | $49.9K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,654 | $43.8K | 0.00% | +230+16.2% | Added |
| GAMMA Investing LLC | 1,616 | $42.6K | 0.00% | −604−27.2% | Reduced |
| Public Employees Retirement System of Ohio | 1,575 | $41.5K | 0.00% | −11,654−88.1% | Reduced |
| Pinney & Scofield, Inc. | 1,447 | $38.1K | 0.02% | 00.0% | Unchanged |
| NBT Bank N A | 1,369 | $36.1K | 0.00% | +17+1.3% | Added |
| Trust Co of Vermont | 1,346 | $35.5K | 0.00% | +1,346 | New |
| Torren Management, LLC | 1,336 | $35.2K | 0.02% | +1,336 | New |
| EverSource Wealth Advisors, LLC | 1,281 | $33.8K | 0.00% | −1,842−59.0% | Reduced |
| Rockefeller Capital Management L.P. | 1,213 | $32.0K | 0.00% | +1,045+622.0% | Added |
| TD Private Client Wealth LLC | 1,212 | $32.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,140 | $30.1K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 945 | $24.9K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 932 | $24.6K | 0.01% | −612−39.6% | Reduced |
| Los Angeles Capital Management LLC | 1,011 | $24.4K | 0.00% | +1,011 | New |
| Bessemer Group Inc | 867 | $23.0K | 0.00% | +175+25.3% | Added |
| Glen Eagle Advisors, LLC | 771 | $20.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 728 | $19.6K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 709 | $18.7K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 609 | $16.1K | 0.01% | +4+0.7% | Added |
| Danske Bank A/S | 600 | $15.8K | 0.00% | −24,658−97.6% | Reduced |
| Fifth Third Bancorp | 594 | $15.7K | 0.00% | +47+8.6% | Added |
| LRI Investments, LLC | 560 | $14.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 540 | $14.2K | 0.00% | +540 | New |
| Global Retirement Partners, LLC | 540 | $14.2K | 0.00% | +87+19.2% | Added |
| Triumph Capital Management | 504 | $13.3K | 0.00% | +504 | New |
| Salomon & Ludwin, LLC | 490 | $13.2K | 0.00% | −624−56.0% | Reduced |
| Sound Income Strategies, LLC | 478 | $13.1K | 0.00% | +478 | New |
| Coastline Trust Co | 491 | $12.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 410 | $11.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 341 | $8.99K | 0.00% | −29−7.8% | Reduced |
| Barrett & Company, Inc. | 336 | $8.86K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 309 | $8.15K | 0.00% | +309 | New |
| DV Trading LLC | 300 | $7.91K | 0.00% | +300 | New |
| Aster Capital Management (DIFC) Ltd | 300 | $7.91K | 0.00% | +300 | New |
| Harbor Capital Advisors, Inc. | 273 | $7.00K | 0.00% | −5−1.8% | Reduced |
| Massmutual Trust Co FSB | 265 | $6.99K | 0.00% | −13−4.7% | Reduced |
| Rothschild Investment LLC | 226 | $5.96K | 0.00% | −163−41.9% | Reduced |
| True Wealth Design, LLC | 221 | $5.83K | 0.00% | −181−45.0% | Reduced |
| Allworth Financial LP | 214 | $5.64K | 0.00% | −268−55.6% | Reduced |
| Huntington National Bank | 211 | $5.56K | 0.00% | −215−50.5% | Reduced |
| Signaturefd, LLC | 149 | $3.93K | 0.00% | +134+893.3% | Added |
| Parkside Financial Bank & Trust | 129 | $3.40K | 0.00% | +25+24.0% | Added |
| Steward Partners Investment Advisory, LLC | 126 | $3.32K | 0.00% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 116 | $3.06K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 103 | $2.72K | 0.00% | −101−49.5% | Reduced |
| SRS Capital Advisors, Inc. | 81 | $2.14K | 0.00% | −20,479−99.6% | Reduced |
| Quadrant Capital Group LLC | 78 | $2.06K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 70 | $1.85K | 0.00% | +70 | New |
| Jones Financial Companies LLLP | 63 | $1.66K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 52 | $1.37K | 0.00% | −5−8.8% | Reduced |
| IFP Advisors, Inc | 50 | $1.32K | 0.00% | −101−66.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 44 | $1.16K | 0.00% | +44 | New |
| Larson Financial Group LLC | 40 | $1.05K | 0.00% | −41−50.6% | Reduced |
| Tompkins Financial Corp | 30 | $791 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 19 | $501 | 0.00% | +19 | New |
| Cedar Mountain Advisors, LLC | 16 | $422 | 0.00% | +16 | New |
| MAI Capital Management | 15 | $396 | 0.00% | +15 | New |
| Bangor Savings Bank | 13 | $343 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $343 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 12 | $317 | 0.00% | −668−98.2% | Reduced |
| Basecamp Wealth Advisors LLC | 11 | $290 | 0.00% | +11 | New |
| Ankerstar Wealth, LLC | 9 | $237 | 0.00% | +9 | New |
| Gilpin Wealth Management, LLC | 7 | $185 | 0.00% | +7 | New |
| Dunhill Financial, LLC | 2 | $42 | 0.00% | +2 | New |
| Covestor Ltd | 10 | $0 | 0.00% | −16−61.5% | Reduced |
| 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 |