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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 44,634 | $1.34M | 0.02% | +1,280+3.0% | Added |
| SummitTX Capital, L.P. | 45,531 | $1.37M | 0.04% | +1,564+3.6% | Added |
| MetLife Investment Management | 45,574 | $1.37M | 0.01% | −2,274−4.8% | Reduced |
| Winton Group Ltd | 48,566 | $1.46M | 0.05% | +4,454+10.1% | Added |
| Quantinno Capital Management LP | 49,671 | $1.49M | 0.00% | +14,821+42.5% | Added |
| Amundi | 49,819 | $1.49M | 0.00% | +29,636+146.8% | Added |
| Clarendon Private LLC | 50,920 | $1.53M | 1.17% | +50,920 | New |
| Barclays PLC | 56,806 | $1.70M | 0.00% | −124,798−68.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 57,848 | $1.74M | 0.00% | +10,341+21.8% | Added |
| Vanguard Global Advisers, LLC | 59,878 | $1.80M | 0.00% | +59,878 | New |
| Cerity Partners LLC | 60,329 | $1.81M | 0.00% | +1,354+2.3% | Added |
| Pathstone Holdings, LLC | 61,623 | $1.85M | 0.01% | −35−0.1% | Reduced |
| CI Private Wealth, LLC | 62,933 | $1.89M | 0.00% | +288+0.5% | Added |
| SEI Investments Co | 63,623 | $1.91M | 0.00% | +37,616+144.6% | Added |
| Boothbay Fund Management, LLC | 64,450 | $1.93M | 0.05% | +64,450 | New |
| Great West Life Assurance Co | 69,635 | $2.09M | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 71,832 | $2.15M | 0.00% | −7,350−9.3% | Reduced |
| Fifth Third Bancorp | 72,327 | $2.17M | 0.00% | +71,733+12,076.3% | Added |
| Raymond James Financial Inc | 73,823 | $2.21M | 0.00% | −10,931−12.9% | Reduced |
| Vanguard Asset Management, Ltd | 74,597 | $2.24M | 0.00% | +74,597 | New |
| Susquehanna International Group, LLP | 75,902 | $2.28M | 0.00% | +28,920+61.6% | Added |
| Cutler Capital Management, LLC | 77,238 | $2.32M | 0.64% | +8,055+11.6% | Added |
| Artemis Investment Management LLP | 78,213 | $2.35M | 0.02% | +5,364+7.4% | Added |
| Thrivent Financial for Lutherans | 79,074 | $2.37M | 0.00% | −72,469−47.8% | Reduced |
| Prudential Financial Inc | 85,312 | $2.56M | 0.00% | +6,725+8.6% | Added |
| Deutsche Bank AG | 87,402 | $2.62M | 0.00% | +10,034+13.0% | Added |
| Rafferty Asset Management, LLC | 87,901 | $2.64M | 0.01% | −57,848−39.7% | Reduced |
| Citigroup Inc | 90,432 | $2.71M | 0.00% | −38,452−29.8% | Reduced |
| Brevan Howard Capital Management LP | 100,000 | $3.00M | 0.03% | +100,000 | New |
| California State Teachers Retirement System | 101,810 | $3.05M | 0.00% | +21,870+27.4% | Added |
| Dark Forest Capital Management LP | 110,760 | $3.32M | 0.30% | +79,864+258.5% | Added |
| Hennessy Advisors Inc | 111,000 | $3.33M | 0.12% | +46,000+70.8% | Added |
| Price T Rowe Associates Inc | 112,539 | $3.38M | 0.00% | +7,321+7.0% | Added |
| Congress Asset Management Co | 121,323 | $3.64M | 0.03% | +17,298+16.6% | Added |
| Commonwealth Equity Services, LLC | 145,383 | $4.36M | 0.01% | +5,546+4.0% | Added |
| EJF Capital LLC | 148,153 | $4.44M | 3.13% | +1,702+1.2% | Added |
| Arrowstreet Capital, Limited Partnership | 152,280 | $4.57M | 0.00% | −1,132,786−88.2% | Reduced |
| Voloridge Investment Management, LLC | 154,365 | $4.63M | 0.02% | −54,928−26.2% | Reduced |
| Citadel Advisors LLC | 159,234 | $4.78M | 0.00% | −175,129−52.4% | Reduced |
| Interval Partners, LP | 165,640 | $4.97M | 0.17% | +165,640 | New |
| Swiss National Bank | 166,256 | $4.99M | 0.00% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 170,120 | $5.10M | 0.09% | +82,938+95.1% | Added |
| Thompson Siegel & Walmsley LLC | 181,363 | $5.44M | 0.10% | −79,962−30.6% | Reduced |
| Grace & White Inc | 186,349 | $5.59M | 0.99% | 00.0% | Unchanged |
| Legal & General Group Plc | 186,378 | $5.59M | 0.00% | −17,515−8.6% | Reduced |
| Mendon Capital Advisors Corp | 199,731 | $5.99M | 2.32% | +93,338+87.7% | Added |
| Algert Global LLC | 201,027 | $6.03M | 0.09% | +201,027 | New |
| Alliancebernstein L.P. | 234,250 | $6.18M | 0.00% | +116,901+99.6% | Added |
| UBS Asset Management Americas Inc | 210,814 | $6.32M | 0.00% | −6,385−2.9% | Reduced |
| LPL Financial LLC | 216,611 | $6.50M | 0.00% | +418+0.2% | Added |
| Ameriprise Financial Inc | 217,971 | $6.54M | 0.00% | −142,844−39.6% | Reduced |
| Rhumbline Advisers | 239,515 | $7.19M | 0.01% | +5,624+2.4% | Added |
| ExodusPoint Capital Management, LP | 244,365 | $7.33M | 0.07% | +129,866+113.4% | Added |
| AQR Capital Management LLC | 252,285 | $7.57M | 0.00% | +450.0% | Added |
| Maltese Capital Management LLC | 260,000 | $7.80M | 1.54% | +40,000+18.2% | Added |
| Public Sector Pension Investment Board | 299,859 | $9.00M | 0.03% | +9,485+3.3% | Added |
| Royce & Associates LP | 317,591 | $9.53M | 0.09% | +737+0.2% | Added |
| Empowered Funds, LLC | 331,066 | $9.93M | 0.06% | +331,066 | New |
| JPMorgan Chase & Co | 347,390 | $10.2M | 0.00% | −110,643−24.2% | Reduced |
| Glendon Capital Management LP | 381,184 | $11.4M | 1.42% | 00.0% | Unchanged |
| Bayview Asset Management, LLC | 394,828 | $11.8M | 9.89% | −150,000−27.5% | Reduced |
| Principal Financial Group Inc | 407,331 | $12.2M | 0.01% | +7,443+1.9% | Added |
| UBS Group AG | 423,682 | $12.7M | 0.00% | −289,807−40.6% | Reduced |
| Invesco Ltd. | 444,135 | $13.3M | 0.00% | −3,468−0.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 469,780 | $14.1M | 0.04% | −30,962−6.2% | Reduced |
| Ategra Capital Management, LLC | 511,288 | $15.3M | 8.54% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 527,146 | $15.8M | 0.32% | +19,260+3.8% | Added |
| Bank of New York Mellon Corp | 527,786 | $15.8M | 0.00% | −15,898−2.9% | Reduced |
| Vanguard Fiduciary Trust Co | 541,250 | $16.2M | 0.00% | +541,250 | New |
| Renaissance Technologies LLC | 570,440 | $17.1M | 0.03% | −226,718−28.4% | Reduced |
| Strategic Value Bank Partners LLC | 623,747 | $18.7M | 10.06% | 00.0% | Unchanged |
| Bank of America Corp | 626,104 | $18.8M | 0.00% | +13,249+2.2% | Added |
| Two Sigma Investments, LP | 628,705 | $18.9M | 0.02% | +63,100+11.2% | Added |
| American Century Companies Inc | 800,820 | $24.0M | 0.01% | −89,324−10.0% | Reduced |
| Northern Trust Corp | 826,479 | $24.8M | 0.00% | +6,080+0.7% | Added |
| Nuveen, LLC | 861,383 | $25.8M | 0.01% | +147,280+20.6% | Added |
| Charles Schwab Investment Management Inc | 1,090,223 | $32.7M | 0.00% | −28,118−2.5% | Reduced |
| Systematic Financial Management LP | 1,127,856 | $33.8M | 0.78% | −12,773−1.1% | Reduced |
| Massachusetts Financial Services Co | 1,203,607 | $36.1M | 0.01% | −134,062−10.0% | Reduced |
| Morgan Stanley | 1,336,199 | $40.1M | 0.00% | −229,605−14.7% | Reduced |
| Goldman Sachs Group Inc | 1,423,076 | $42.7M | 0.01% | +147,797+11.6% | Added |
| Adage Capital Partners GP, L.L.C. | 1,825,962 | $54.8M | 0.08% | −210,866−10.4% | Reduced |
| Verition Fund Management LLC | 2,015,022 | $60.5M | 0.59% | −255,460−11.3% | Reduced |
| Geode Capital Management, LLC | 2,044,360 | $61.3M | 0.00% | +60,789+3.1% | Added |
| HoldCo Asset Management, L.P. | 2,061,000 | $61.8M | 4.60% | 00.0% | Unchanged |
| Azora Capital LP | 3,137,941 | $94.1M | 6.19% | +4,890+0.2% | Added |
| Vanguard Capital Management LLC | 3,766,184 | $113.0M | 0.00% | +3,766,184 | New |
| State Street Corp | 4,753,986 | $142.6M | 0.00% | −300,054−5.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,770,552 | $143.1M | 0.48% | −107,828−2.2% | Reduced |
| Dimensional Fund Advisors LP | 4,818,522 | $144.6M | 0.03% | −56,989−1.2% | Reduced |
| Millennium Management LLC | 5,111,881 | $153.4M | 0.11% | +4,454,888+678.1% | Added |
| Vanguard Portfolio Management LLC | 5,133,932 | $154.0M | 0.01% | +5,133,932 | New |
| BlackRock, Inc. | 12,181,721 | $365.5M | 0.01% | −181,314−1.5% | Reduced |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −329,500−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −130,048−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −101,026−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −69,985−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −58,697−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −57,052−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −50,710−100.0% | Sold out |