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 |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | −3−30.0% | Reduced |
| Freestone Grove Partners LP | 1 | $30 | 0.00% | −27,611−100.0% | Reduced |
| Dunhill Financial, LLC | 1 | $47 | 0.00% | −1−50.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 3 | $90 | 0.00% | +3 | New |
| Ankerstar Wealth, LLC | 9 | $270 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $390 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 16 | $480 | 0.00% | +9+128.6% | Added |
| Rossby Financial, LCC | 20 | $605 | 0.00% | +20 | New |
| Cedar Mountain Advisors, LLC | 27 | $810 | 0.00% | +11+68.8% | Added |
| Signaturefd, LLC | 30 | $900 | 0.00% | −119−79.9% | Reduced |
| Tompkins Financial Corp | 30 | $900 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 35 | $1.05K | 0.00% | +20+133.3% | Added |
| Farmers & Merchants Investments Inc | 48 | $1.44K | 0.00% | −4−7.7% | Reduced |
| IFP Advisors, Inc | 50 | $1.50K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 57 | $1.71K | 0.00% | +57 | New |
| Cassaday & Co Wealth Management LLC | 59 | $1.77K | 0.00% | +59 | New |
| Brown Brothers Harriman & Co | 67 | $2.01K | 0.00% | −3−4.3% | Reduced |
| Quadrant Capital Group LLC | 78 | $2.34K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 84 | $2.52K | 0.00% | +44+110.0% | Added |
| Root Financial Partners, LLC | 84 | $2.52K | 0.00% | +84 | New |
| Parallel Advisors, LLC | 90 | $2.70K | 0.00% | −13−12.6% | Reduced |
| Danske Bank A/S | 100 | $3.00K | 0.00% | −500−83.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 110 | $3.30K | 0.00% | +66+150.0% | Added |
| SRS Capital Advisors, Inc. | 120 | $3.60K | 0.00% | +39+48.1% | Added |
| Parkside Financial Bank & Trust | 129 | $3.87K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 148 | $4.43K | 0.00% | −1,188−88.9% | Reduced |
| Huntington National Bank | 211 | $6.33K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 217 | $6.51K | 0.00% | +217 | New |
| True Wealth Design, LLC | 221 | $6.63K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 228 | $6.84K | 0.00% | +14+6.5% | Added |
| Rothschild Investment LLC | 258 | $7.74K | 0.00% | +32+14.2% | Added |
| Massmutual Trust Co FSB | 265 | $7.95K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 309 | $9.27K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 348 | $10.0K | 0.00% | +75+27.5% | Added |
| Barrett & Company, Inc. | 336 | $10.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 366 | $11.0K | 0.00% | +25+7.3% | Added |
| Avalon Trust Co | 371 | $11.1K | 0.00% | +371 | New |
| GW&K Investment Management, LLC | 410 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 483 | $14.6K | 0.00% | +5+1.0% | Added |
| Kemnay Advisory Services Inc. | 490 | $14.7K | 0.00% | +490 | New |
| Coastline Trust Co | 491 | $14.7K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 504 | $15.1K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 591 | $17.7K | 0.02% | +591 | New |
| LRI Investments, LLC | 605 | $18.1K | 0.00% | +45+8.0% | Added |
| New England Capital Financial Advisors LLC | 613 | $18.4K | 0.01% | +4+0.7% | Added |
| Armstrong Advisory Group, Inc | 709 | $21.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 728 | $22.4K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 771 | $23.1K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 943 | $28.3K | 0.01% | +11+1.2% | Added |
| Montag A & Associates Inc | 945 | $28.4K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,011 | $30.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,042 | $31.0K | 0.00% | +175+20.2% | Added |
| Jones Financial Companies LLLP | 1,079 | $31.6K | 0.00% | +1,016+1,612.7% | Added |
| Salomon & Ludwin, LLC | 1,125 | $34.0K | 0.00% | +635+129.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,140 | $34.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,212 | $36.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,218 | $36.5K | 0.00% | −63−4.9% | Reduced |
| Smartleaf Asset Management LLC | 1,382 | $40.5K | 0.00% | −272−16.4% | Reduced |
| NBT Bank N A | 1,383 | $41.5K | 0.00% | +14+1.0% | Added |
| Public Employees Retirement System of Ohio | 1,404 | $42.1K | 0.00% | −171−10.9% | Reduced |
| Pinney & Scofield, Inc. | 1,447 | $43.4K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,526 | $45.8K | 0.00% | +1,400+1,111.1% | Added |
| Brown, Lisle/Cummings, Inc. | 1,893 | $56.8K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,909 | $57.3K | 0.00% | +293+18.1% | Added |
| Rockefeller Capital Management L.P. | 2,112 | $63.4K | 0.00% | +899+74.1% | Added |
| Measured Wealth Private Client Group, LLC | 2,337 | $70.1K | 0.02% | −1,055−31.1% | Reduced |
| Versant Capital Management, Inc | 2,512 | $75.4K | 0.01% | +97+4.0% | Added |
| Sterling Capital Management LLC | 2,762 | $82.9K | 0.00% | −2,069−42.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,211 | $96.3K | 0.00% | −1,347−29.6% | Reduced |
| Ronald Blue Trust, Inc. | 3,220 | $96.6K | 0.00% | +325+11.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,339 | $100.2K | 0.00% | −11,211−77.1% | Reduced |
| Farther Finance Advisors, LLC | 3,416 | $103.3K | 0.00% | +25+0.7% | Added |
| KBC Group NV | 3,519 | $106.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,912 | $117.4K | 0.00% | −1,552−28.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,697 | $140.9K | 0.01% | +89+1.9% | Added |
| Eurizon Capital SGR S.p.A. | 5,422 | $159.4K | 0.00% | −427−7.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,031 | $160.1K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 5,375 | $161.3K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 5,549 | $166.0K | 0.00% | +702+14.5% | Added |
| Tower Research Capital LLC (TRC) | 6,071 | $182.1K | 0.00% | +2,519+70.9% | Added |
| South Dakota Investment Council | 6,352 | $191.0K | 0.00% | −7,200−53.1% | Reduced |
| Prosperity Consulting Group, LLC | 6,682 | $200.5K | 0.01% | +6,682 | New |
| Crossmark Global Holdings, Inc. | 6,860 | $205.8K | 0.00% | +6,860 | New |
| Ameritas Investment Partners, Inc. | 6,966 | $209.0K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 7,000 | $210.0K | 0.01% | +7,000 | New |
| Cornerstone Select Advisors, LLC | 7,340 | $220.2K | 0.14% | +7,340 | New |
| Icon Wealth Advisors, LLC | 7,095 | $222.4K | 0.01% | +7,095 | New |
| Neo Ivy Capital Management | 7,442 | $223.3K | 0.06% | +7,442 | New |
| Colony Group, LLC | 7,475 | $224.3K | 0.00% | +7,475 | New |
| Fiduciary Trust Co | 7,478 | $224.3K | 0.00% | +7,478 | New |
| Plimoth Trust Co LLC | 7,604 | $228.1K | 0.05% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,089 | $234.0K | 0.00% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 7,844 | $235.3K | 0.01% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 7,867 | $236.0K | 0.01% | +132+1.7% | Added |
| Xponance, Inc. | 7,889 | $236.7K | 0.00% | +7,889 | New |
| Profund Advisors LLC | 7,987 | $239.6K | 0.01% | −6,769−45.9% | Reduced |
| Ensign Peak Advisors, Inc | 8,002 | $240.1K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 8,087 | $242.6K | 0.00% | +90+1.1% | Added |
| ELCO Management Co., LLC | 8,236 | $247.1K | 0.12% | +8,236 | New |
| State of Wisconsin Investment Board | 8,248 | $247.4K | 0.00% | +8,248 | New |