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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 8,259 | $247.8K | 0.00% | −225−2.7% | Reduced |
| Public Employees Retirement Association of Colorado | 8,909 | $267.0K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 9,354 | $280.6K | 0.11% | +9,354 | New |
| Brinker Capital Investments, LLC | 9,457 | $283.7K | 0.00% | +243+2.6% | Added |
| Mutual of America Capital Management LLC | 9,592 | $287.8K | 0.00% | +20.0% | Added |
| STRS Ohio | 9,600 | $288.0K | 0.00% | −19,800−67.3% | Reduced |
| Slocum, Gordon & Co LLP | 9,696 | $290.9K | 0.20% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 9,705 | $291.1K | 0.00% | +947+10.8% | Added |
| Savant Capital, LLC | 9,822 | $294.7K | 0.00% | +9,822 | New |
| Mariner, LLC | 9,915 | $297.3K | 0.00% | −79−0.8% | Reduced |
| GTS Securities LLC | 9,929 | $297.9K | 0.01% | +9,929 | New |
| Berkshire Bank | 10,340 | $310.2K | 0.06% | +2,500+31.9% | Added |
| Financial Planning Hawaii, Inc. | 10,380 | $311.4K | 0.18% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10,424 | $312.7K | 0.00% | +8,168+362.1% | Added |
| Balyasny Asset Management LLC | 10,626 | $318.8K | 0.00% | −9,922−48.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 10,660 | $319.8K | 0.02% | −14−0.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 10,843 | $325.3K | 0.01% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 11,170 | $335.0K | 0.00% | +11,170 | New |
| Janney Montgomery Scott LLC | 11,233 | $337.0K | 0.00% | −170−1.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,409 | $345.1K | 0.00% | +2,353+26.0% | Added |
| SlateStone Wealth, LLC | 11,580 | $347.0K | 0.03% | −557−4.6% | Reduced |
| Bank of Montreal | 11,611 | $348.3K | 0.00% | −443−3.7% | Reduced |
| Neuberger Berman Group LLC | 11,969 | $359.1K | 0.00% | +354+3.0% | Added |
| Pictet Asset Management Holding SA | 12,114 | $363.4K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 12,336 | $370.1K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 12,654 | $379.6K | 0.01% | −204−1.6% | Reduced |
| HighTower Advisors, LLC | 12,659 | $379.8K | 0.00% | +1,830+16.9% | Added |
| Virginia Retirement Systems Et Al | 12,800 | $384.0K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 13,153 | $384.9K | 0.07% | −40,489−75.5% | Reduced |
| First Manhattan Co | 12,862 | $385.9K | 0.00% | −3,811−22.9% | Reduced |
| ProShare Advisors LLC | 12,978 | $389.3K | 0.00% | −3,238−20.0% | Reduced |
| Clark Financial Services Group Inc | 13,117 | $393.5K | 0.22% | +13,117 | New |
| ISAM Funds (UK) Ltd | 13,249 | $397.5K | 0.20% | +13,249 | New |
| Victory Capital Management Inc | 13,525 | $405.8K | 0.00% | +624+4.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 13,929 | $417.9K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 14,057 | $421.7K | 0.01% | +561+4.2% | Added |
| Russell Investments Group, Ltd. | 14,069 | $422.1K | 0.00% | −13,402−48.8% | Reduced |
| Voya Investment Management LLC | 14,536 | $436.1K | 0.00% | −182,130−92.6% | Reduced |
| Marshall Wace, LLP | 14,700 | $441.0K | 0.00% | +14,700 | New |
| The PNC Financial Services Group, Inc. | 14,869 | $446.1K | 0.00% | +354+2.4% | Added |
| Pensionmark Financial Group, LLC | 14,893 | $446.8K | 0.01% | +10.0% | Added |
| Watershed Asset Management, L.L.C. | 15,229 | $456.9K | 0.47% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 15,419 | $462.6K | 0.02% | −1,517−9.0% | Reduced |
| CWM, LLC | 16,275 | $488.3K | 0.00% | +487+3.1% | Added |
| JMN Financial LLC | 16,494 | $494.8K | 0.49% | −361−2.1% | Reduced |
| DGS Capital Management, LLC | 16,663 | $499.9K | 0.08% | −425−2.5% | Reduced |
| Mercer Global Advisors Inc | 16,683 | $500.5K | 0.00% | +2,347+16.4% | Added |
| Callan Family Office, LLC | 18,422 | $552.7K | 0.01% | +111+0.6% | Added |
| State of Tennessee, Treasury Department | 18,559 | $556.8K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 18,718 | $561.5K | 0.00% | +700+3.9% | Added |
| Oregon Public Employees Retirement Fund | 19,127 | $573.8K | 0.01% | −100−0.5% | Reduced |
| Canton Hathaway, LLC | 19,360 | $580.8K | 0.12% | −27,504−58.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,591 | $587.7K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 19,829 | $594.9K | 0.00% | +19,829 | New |
| Private Advisor Group, LLC | 20,498 | $614.9K | 0.00% | −321−1.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,727 | $621.8K | 0.00% | −46−0.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,783 | $623.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 21,500 | $645.0K | 0.00% | +3,664+20.5% | Added |
| XTX Topco Ltd | 21,689 | $650.7K | 0.01% | +21,689 | New |
| Flywheel Private Wealth LLC | 22,100 | $663.0K | 0.38% | +22,100 | New |
| Yousif Capital Management, LLC | 22,297 | $668.9K | 0.01% | −184−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 22,376 | $671.3K | 0.00% | +385+1.8% | Added |
| Jefferies Financial Group Inc. | 23,003 | $690.1K | 0.01% | −92,566−80.1% | Reduced |
| Arizona State Retirement System | 23,047 | $691.4K | 0.00% | −374−1.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 23,056 | $691.7K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 23,058 | $691.7K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 23,825 | $714.8K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 24,122 | $724.0K | 0.01% | −39−0.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 24,359 | $730.8K | 0.03% | +24,359 | New |
| HSBC Holdings PLC | 26,219 | $782.2K | 0.00% | −24,510−48.3% | Reduced |
| Select Asset Management & Trust | 26,101 | $783.0K | 0.24% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 26,196 | $785.9K | 1.22% | +26,196 | New |
| Captrust Financial Advisors | 26,924 | $807.7K | 0.00% | −718−2.6% | Reduced |
| Horizon Investments, LLC | 27,358 | $820.7K | 0.01% | +27,358 | New |
| Creative Planning | 28,224 | $846.7K | 0.00% | +17,924+174.0% | Added |
| New York State Common Retirement Fund | 28,288 | $848.6K | 0.00% | −200−0.7% | Reduced |
| Stifel Financial Corp | 28,658 | $859.9K | 0.00% | +16,091+128.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 29,461 | $883.8K | 0.02% | +29,461 | New |
| SG Americas Securities, LLC | 29,718 | $892.0K | 0.00% | −18,749−38.7% | Reduced |
| DRW Securities, LLC | 29,806 | $894.2K | 0.05% | +13,780+86.0% | Added |
| Parsons Capital Management Inc | 29,860 | $895.8K | 0.04% | +1,956+7.0% | Added |
| Gsa Capital Partners LLP | 30,733 | $922.0K | 0.06% | +30,733 | New |
| Intech Investment Management LLC | 31,467 | $944.0K | 0.01% | +3,174+11.2% | Added |
| Cetera Investment Advisers | 33,023 | $990.7K | 0.00% | −162−0.5% | Reduced |
| GWM Advisors LLC | 34,458 | $1.03M | 0.00% | −1,800−5.0% | Reduced |
| First Trust Advisors LP | 35,784 | $1.07M | 0.00% | +7,733+27.6% | Added |
| Kennedy Capital Management, Inc. | 36,059 | $1.08M | 0.02% | +36,059 | New |
| Janus Henderson Group PLC | 36,282 | $1.09M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 36,294 | $1.09M | 0.00% | +1,906+5.5% | Added |
| Manufacturers Life Insurance Company, The | 36,954 | $1.11M | 0.00% | −199−0.5% | Reduced |
| Louisiana State Employees Retirement System | 37,200 | $1.12M | 0.02% | −1,200−3.1% | Reduced |
| Wells Fargo & Company | 37,636 | $1.13M | 0.00% | −60,500−61.6% | Reduced |
| Ieq Capital, LLC | 37,691 | $1.13M | 0.01% | +13,927+58.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 39,083 | $1.17M | 0.00% | +380+1.0% | Added |
| CM Management, LLC | 40,000 | $1.20M | 1.00% | −8,300−17.2% | Reduced |
| Ironwood Investment Management LLC | 40,327 | $1.21M | 0.50% | +15,839+64.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 40,577 | $1.22M | 0.00% | 00.0% | Unchanged |
| FMR LLC | 41,152 | $1.23M | 0.00% | +2,655+6.9% | Added |
| Schonfeld Strategic Advisors LLC | 42,979 | $1.29M | 0.01% | −2,204−4.9% | Reduced |
| State of Alaska, Department of Revenue | 43,381 | $1.30M | 0.01% | −1,349−3.0% | Reduced |