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, Q1 2026
Institutional positions in Beacon Financial Corp as of Mar 31, 2026. 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
- 293
- +16 vs. Q4 2025
- Shares held
- 77.6M
- +10.7M (+16.1%) vs. Q4 2025
- Total value
- $2.33B
- +$563.7M (+32.0%) vs. Q4 2025
- New holders
- 47
- 100 more added
- Sold out
- 31
- 90 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,181,721 | $365.5M | 0.01% | −181,314−1.5% | Reduced |
| Vanguard Portfolio Management LLC | 5,133,932 | $154.0M | 0.01% | +5,133,932 | New |
| Millennium Management LLC | 5,111,881 | $153.4M | 0.11% | +4,454,888+678.1% | Added |
| Dimensional Fund Advisors LP | 4,818,522 | $144.6M | 0.03% | −56,989−1.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,770,552 | $143.1M | 0.48% | −107,828−2.2% | Reduced |
| State Street Corp | 4,753,986 | $142.6M | 0.00% | −300,054−5.9% | Reduced |
| Vanguard Capital Management LLC | 3,766,184 | $113.0M | 0.00% | +3,766,184 | New |
| Azora Capital LP | 3,137,941 | $94.1M | 6.19% | +4,890+0.2% | Added |
| HoldCo Asset Management, L.P. | 2,061,000 | $61.8M | 4.60% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 2,044,360 | $61.3M | 0.00% | +60,789+3.1% | Added |
| Verition Fund Management LLC | 2,015,022 | $60.5M | 0.59% | −255,460−11.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,825,962 | $54.8M | 0.08% | −210,866−10.4% | Reduced |
| Goldman Sachs Group Inc | 1,423,076 | $42.7M | 0.01% | +147,797+11.6% | Added |
| Morgan Stanley | 1,336,199 | $40.1M | 0.00% | −229,605−14.7% | Reduced |
| Massachusetts Financial Services Co | 1,203,607 | $36.1M | 0.01% | −134,062−10.0% | Reduced |
| Systematic Financial Management LP | 1,127,856 | $33.8M | 0.78% | −12,773−1.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,090,223 | $32.7M | 0.00% | −28,118−2.5% | Reduced |
| Nuveen, LLC | 861,383 | $25.8M | 0.01% | +147,280+20.6% | Added |
| Northern Trust Corp | 826,479 | $24.8M | 0.00% | +6,080+0.7% | Added |
| American Century Companies Inc | 800,820 | $24.0M | 0.01% | −89,324−10.0% | Reduced |
| Two Sigma Investments, LP | 628,705 | $18.9M | 0.02% | +63,100+11.2% | Added |
| Bank of America Corp | 626,104 | $18.8M | 0.00% | +13,249+2.2% | Added |
| Strategic Value Bank Partners LLC | 623,747 | $18.7M | 10.06% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 570,440 | $17.1M | 0.03% | −226,718−28.4% | Reduced |
| Vanguard Fiduciary Trust Co | 541,250 | $16.2M | 0.00% | +541,250 | New |
| Bank of New York Mellon Corp | 527,786 | $15.8M | 0.00% | −15,898−2.9% | Reduced |
| Bridgeway Capital Management, LLC | 527,146 | $15.8M | 0.32% | +19,260+3.8% | Added |
| Ategra Capital Management, LLC | 511,288 | $15.3M | 8.54% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 469,780 | $14.1M | 0.04% | −30,962−6.2% | Reduced |
| Invesco Ltd. | 444,135 | $13.3M | 0.00% | −3,468−0.8% | Reduced |
| UBS Group AG | 423,682 | $12.7M | 0.00% | −289,807−40.6% | Reduced |
| Principal Financial Group Inc | 407,331 | $12.2M | 0.01% | +7,443+1.9% | Added |
| Bayview Asset Management, LLC | 394,828 | $11.8M | 9.89% | −150,000−27.5% | Reduced |
| Glendon Capital Management LP | 381,184 | $11.4M | 1.42% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 347,390 | $10.2M | 0.00% | −110,643−24.2% | Reduced |
| Empowered Funds, LLC | 331,066 | $9.93M | 0.06% | +331,066 | New |
| Royce & Associates LP | 317,591 | $9.53M | 0.09% | +737+0.2% | Added |
| Public Sector Pension Investment Board | 299,859 | $9.00M | 0.03% | +9,485+3.3% | Added |
| Maltese Capital Management LLC | 260,000 | $7.80M | 1.54% | +40,000+18.2% | Added |
| AQR Capital Management LLC | 252,285 | $7.57M | 0.00% | +450.0% | Added |
| ExodusPoint Capital Management, LP | 244,365 | $7.33M | 0.07% | +129,866+113.4% | Added |
| Rhumbline Advisers | 239,515 | $7.19M | 0.01% | +5,624+2.4% | Added |
| Ameriprise Financial Inc | 217,971 | $6.54M | 0.00% | −142,844−39.6% | Reduced |
| LPL Financial LLC | 216,611 | $6.50M | 0.00% | +418+0.2% | Added |
| UBS Asset Management Americas Inc | 210,814 | $6.32M | 0.00% | −6,385−2.9% | Reduced |
| Alliancebernstein L.P. | 234,250 | $6.18M | 0.00% | +116,901+99.6% | Added |
| Algert Global LLC | 201,027 | $6.03M | 0.09% | +201,027 | New |
| Mendon Capital Advisors Corp | 199,731 | $5.99M | 2.32% | +93,338+87.7% | Added |
| Legal & General Group Plc | 186,378 | $5.59M | 0.00% | −17,515−8.6% | Reduced |
| Grace & White Inc | 186,349 | $5.59M | 0.99% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 181,363 | $5.44M | 0.10% | −79,962−30.6% | Reduced |
| RMB Capital Management, LLC | 170,120 | $5.10M | 0.09% | +82,938+95.1% | Added |
| Swiss National Bank | 166,256 | $4.99M | 0.00% | 00.0% | Unchanged |
| Interval Partners, LP | 165,640 | $4.97M | 0.17% | +165,640 | New |
| Citadel Advisors LLC | 159,234 | $4.78M | 0.00% | −175,129−52.4% | Reduced |
| Voloridge Investment Management, LLC | 154,365 | $4.63M | 0.02% | −54,928−26.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 152,280 | $4.57M | 0.00% | −1,132,786−88.2% | Reduced |
| EJF Capital LLC | 148,153 | $4.44M | 3.13% | +1,702+1.2% | Added |
| Commonwealth Equity Services, LLC | 145,383 | $4.36M | 0.01% | +5,546+4.0% | Added |
| Congress Asset Management Co | 121,323 | $3.64M | 0.03% | +17,298+16.6% | Added |
| Price T Rowe Associates Inc | 112,539 | $3.38M | 0.00% | +7,321+7.0% | Added |
| Hennessy Advisors Inc | 111,000 | $3.33M | 0.12% | +46,000+70.8% | Added |
| Dark Forest Capital Management LP | 110,760 | $3.32M | 0.30% | +79,864+258.5% | Added |
| California State Teachers Retirement System | 101,810 | $3.05M | 0.00% | +21,870+27.4% | Added |
| Brevan Howard Capital Management LP | 100,000 | $3.00M | 0.03% | +100,000 | New |
| Citigroup Inc | 90,432 | $2.71M | 0.00% | −38,452−29.8% | Reduced |
| Rafferty Asset Management, LLC | 87,901 | $2.64M | 0.01% | −57,848−39.7% | Reduced |
| Deutsche Bank AG | 87,402 | $2.62M | 0.00% | +10,034+13.0% | Added |
| Prudential Financial Inc | 85,312 | $2.56M | 0.00% | +6,725+8.6% | Added |
| Thrivent Financial for Lutherans | 79,074 | $2.37M | 0.00% | −72,469−47.8% | Reduced |
| Artemis Investment Management LLP | 78,213 | $2.35M | 0.02% | +5,364+7.4% | Added |
| Cutler Capital Management, LLC | 77,238 | $2.32M | 0.64% | +8,055+11.6% | Added |
| Susquehanna International Group, LLP | 75,902 | $2.28M | 0.00% | +28,920+61.6% | Added |
| Vanguard Asset Management, Ltd | 74,597 | $2.24M | 0.00% | +74,597 | New |
| Raymond James Financial Inc | 73,823 | $2.21M | 0.00% | −10,931−12.9% | Reduced |
| Fifth Third Bancorp | 72,327 | $2.17M | 0.00% | +71,733+12,076.3% | Added |
| New York State Teachers Retirement System | 71,832 | $2.15M | 0.00% | −7,350−9.3% | Reduced |
| Great West Life Assurance Co | 69,635 | $2.09M | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 64,450 | $1.93M | 0.05% | +64,450 | New |
| SEI Investments Co | 63,623 | $1.91M | 0.00% | +37,616+144.6% | Added |
| CI Private Wealth, LLC | 62,933 | $1.89M | 0.00% | +288+0.5% | Added |
| Pathstone Holdings, LLC | 61,623 | $1.85M | 0.01% | −35−0.1% | Reduced |
| Cerity Partners LLC | 60,329 | $1.81M | 0.00% | +1,354+2.3% | Added |
| Vanguard Global Advisers, LLC | 59,878 | $1.80M | 0.00% | +59,878 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 57,848 | $1.74M | 0.00% | +10,341+21.8% | Added |
| Barclays PLC | 56,806 | $1.70M | 0.00% | −124,798−68.7% | Reduced |
| Clarendon Private LLC | 50,920 | $1.53M | 1.17% | +50,920 | New |
| Amundi | 49,819 | $1.49M | 0.00% | +29,636+146.8% | Added |
| Quantinno Capital Management LP | 49,671 | $1.49M | 0.00% | +14,821+42.5% | Added |
| Winton Group Ltd | 48,566 | $1.46M | 0.05% | +4,454+10.1% | Added |
| MetLife Investment Management | 45,574 | $1.37M | 0.01% | −2,274−4.8% | Reduced |
| SummitTX Capital, L.P. | 45,531 | $1.37M | 0.04% | +1,564+3.6% | Added |
| Illinois Municipal Retirement Fund | 44,634 | $1.34M | 0.02% | +1,280+3.0% | Added |
| State of Alaska, Department of Revenue | 43,381 | $1.30M | 0.01% | −1,349−3.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 42,979 | $1.29M | 0.01% | −2,204−4.9% | Reduced |
| FMR LLC | 41,152 | $1.23M | 0.00% | +2,655+6.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 40,577 | $1.22M | 0.00% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 40,327 | $1.21M | 0.50% | +15,839+64.7% | Added |
| CM Management, LLC | 40,000 | $1.20M | 1.00% | −8,300−17.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 39,083 | $1.17M | 0.00% | +380+1.0% | Added |