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 |
|---|---|---|---|---|---|
| North Reef Capital Management LP | 0 | $0 | 0.00% | −50,344−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −47,895−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −43,365−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −34,875−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −27,881−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −20,119−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −18,900−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −18,852−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −15,282−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −13,529−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −13,132−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −10,632−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −10,318−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −10,246−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −8,964−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −8,454−100.0% | Sold out |
| Mayflower Financial Advisors, LLC | 0 | $0 | 0.00% | −7,720−100.0% | Sold out |
| Pinnacle Holdings, LLC | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| PenderFund Capital Management Ltd. | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Bangor Savings Bank | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Basecamp Wealth Advisors LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| EMC Capital Management | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |