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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 37,691 | $1.13M | 0.01% | +13,927+58.6% | Added |
| Wells Fargo & Company | 37,636 | $1.13M | 0.00% | −60,500−61.6% | Reduced |
| Louisiana State Employees Retirement System | 37,200 | $1.12M | 0.02% | −1,200−3.1% | Reduced |
| Manufacturers Life Insurance Company, The | 36,954 | $1.11M | 0.00% | −199−0.5% | Reduced |
| Royal Bank of Canada | 36,294 | $1.09M | 0.00% | +1,906+5.5% | Added |
| Janus Henderson Group PLC | 36,282 | $1.09M | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 36,059 | $1.08M | 0.02% | +36,059 | New |
| First Trust Advisors LP | 35,784 | $1.07M | 0.00% | +7,733+27.6% | Added |
| GWM Advisors LLC | 34,458 | $1.03M | 0.00% | −1,800−5.0% | Reduced |
| Cetera Investment Advisers | 33,023 | $990.7K | 0.00% | −162−0.5% | Reduced |
| Intech Investment Management LLC | 31,467 | $944.0K | 0.01% | +3,174+11.2% | Added |
| Gsa Capital Partners LLP | 30,733 | $922.0K | 0.06% | +30,733 | New |
| Parsons Capital Management Inc | 29,860 | $895.8K | 0.04% | +1,956+7.0% | Added |
| DRW Securities, LLC | 29,806 | $894.2K | 0.05% | +13,780+86.0% | Added |
| SG Americas Securities, LLC | 29,718 | $892.0K | 0.00% | −18,749−38.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 29,461 | $883.8K | 0.02% | +29,461 | New |
| Stifel Financial Corp | 28,658 | $859.9K | 0.00% | +16,091+128.0% | Added |
| New York State Common Retirement Fund | 28,288 | $848.6K | 0.00% | −200−0.7% | Reduced |
| Creative Planning | 28,224 | $846.7K | 0.00% | +17,924+174.0% | Added |
| Horizon Investments, LLC | 27,358 | $820.7K | 0.01% | +27,358 | New |
| Captrust Financial Advisors | 26,924 | $807.7K | 0.00% | −718−2.6% | Reduced |
| PMC FIG Opportunities LLC | 26,196 | $785.9K | 1.22% | +26,196 | New |
| Select Asset Management & Trust | 26,101 | $783.0K | 0.24% | 00.0% | Unchanged |
| HSBC Holdings PLC | 26,219 | $782.2K | 0.00% | −24,510−48.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 24,359 | $730.8K | 0.03% | +24,359 | New |
| Amalgamated Bank | 24,122 | $724.0K | 0.01% | −39−0.2% | Reduced |
| Gamco Investors, Inc. Et Al | 23,825 | $714.8K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 23,058 | $691.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 23,056 | $691.7K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 23,047 | $691.4K | 0.00% | −374−1.6% | Reduced |
| Jefferies Financial Group Inc. | 23,003 | $690.1K | 0.01% | −92,566−80.1% | Reduced |
| Advisor Group Holdings, Inc. | 22,376 | $671.3K | 0.00% | +385+1.8% | Added |
| Yousif Capital Management, LLC | 22,297 | $668.9K | 0.01% | −184−0.8% | Reduced |
| Flywheel Private Wealth LLC | 22,100 | $663.0K | 0.38% | +22,100 | New |
| XTX Topco Ltd | 21,689 | $650.7K | 0.01% | +21,689 | New |
| BNP Paribas Arbitrage, SA | 21,500 | $645.0K | 0.00% | +3,664+20.5% | Added |
| Teachers Retirement System of the State of Kentucky | 20,783 | $623.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,727 | $621.8K | 0.00% | −46−0.2% | Reduced |
| Private Advisor Group, LLC | 20,498 | $614.9K | 0.00% | −321−1.5% | Reduced |
| Vanguard Investments Australia, Ltd. | 19,829 | $594.9K | 0.00% | +19,829 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,591 | $587.7K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 19,360 | $580.8K | 0.12% | −27,504−58.7% | Reduced |
| Oregon Public Employees Retirement Fund | 19,127 | $573.8K | 0.01% | −100−0.5% | Reduced |
| KLP Kapitalforvaltning AS | 18,718 | $561.5K | 0.00% | +700+3.9% | Added |
| State of Tennessee, Treasury Department | 18,559 | $556.8K | 0.00% | 00.0% | Unchanged |
| Callan Family Office, LLC | 18,422 | $552.7K | 0.01% | +111+0.6% | Added |
| Mercer Global Advisors Inc | 16,683 | $500.5K | 0.00% | +2,347+16.4% | Added |
| DGS Capital Management, LLC | 16,663 | $499.9K | 0.08% | −425−2.5% | Reduced |
| JMN Financial LLC | 16,494 | $494.8K | 0.49% | −361−2.1% | Reduced |
| CWM, LLC | 16,275 | $488.3K | 0.00% | +487+3.1% | Added |
| Moors & Cabot, Inc. | 15,419 | $462.6K | 0.02% | −1,517−9.0% | Reduced |
| Watershed Asset Management, L.L.C. | 15,229 | $456.9K | 0.47% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 14,893 | $446.8K | 0.01% | +10.0% | Added |
| The PNC Financial Services Group, Inc. | 14,869 | $446.1K | 0.00% | +354+2.4% | Added |
| Marshall Wace, LLP | 14,700 | $441.0K | 0.00% | +14,700 | New |
| Voya Investment Management LLC | 14,536 | $436.1K | 0.00% | −182,130−92.6% | Reduced |
| Russell Investments Group, Ltd. | 14,069 | $422.1K | 0.00% | −13,402−48.8% | Reduced |
| RSM US Wealth Management LLC | 14,057 | $421.7K | 0.01% | +561+4.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 13,929 | $417.9K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 13,525 | $405.8K | 0.00% | +624+4.8% | Added |
| ISAM Funds (UK) Ltd | 13,249 | $397.5K | 0.20% | +13,249 | New |
| Clark Financial Services Group Inc | 13,117 | $393.5K | 0.22% | +13,117 | New |
| ProShare Advisors LLC | 12,978 | $389.3K | 0.00% | −3,238−20.0% | Reduced |
| First Manhattan Co | 12,862 | $385.9K | 0.00% | −3,811−22.9% | Reduced |
| Fox Run Management, L.L.C. | 13,153 | $384.9K | 0.07% | −40,489−75.5% | Reduced |
| Virginia Retirement Systems Et Al | 12,800 | $384.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 12,659 | $379.8K | 0.00% | +1,830+16.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,654 | $379.6K | 0.01% | −204−1.6% | Reduced |
| Maryland State Retirement & Pension System | 12,336 | $370.1K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 12,114 | $363.4K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 11,969 | $359.1K | 0.00% | +354+3.0% | Added |
| Bank of Montreal | 11,611 | $348.3K | 0.00% | −443−3.7% | Reduced |
| SlateStone Wealth, LLC | 11,580 | $347.0K | 0.03% | −557−4.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,409 | $345.1K | 0.00% | +2,353+26.0% | Added |
| Janney Montgomery Scott LLC | 11,233 | $337.0K | 0.00% | −170−1.5% | Reduced |
| Natixis Advisors, L.P. | 11,170 | $335.0K | 0.00% | +11,170 | New |
| Robertson Stephens Wealth Management, LLC | 10,843 | $325.3K | 0.01% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 10,660 | $319.8K | 0.02% | −14−0.1% | Reduced |
| Balyasny Asset Management LLC | 10,626 | $318.8K | 0.00% | −9,922−48.3% | Reduced |
| Nisa Investment Advisors, LLC | 10,424 | $312.7K | 0.00% | +8,168+362.1% | Added |
| Financial Planning Hawaii, Inc. | 10,380 | $311.4K | 0.18% | 00.0% | Unchanged |
| Berkshire Bank | 10,340 | $310.2K | 0.06% | +2,500+31.9% | Added |
| GTS Securities LLC | 9,929 | $297.9K | 0.01% | +9,929 | New |
| Mariner, LLC | 9,915 | $297.3K | 0.00% | −79−0.8% | Reduced |
| Savant Capital, LLC | 9,822 | $294.7K | 0.00% | +9,822 | New |
| Great Lakes Advisors, LLC | 9,705 | $291.1K | 0.00% | +947+10.8% | Added |
| Slocum, Gordon & Co LLP | 9,696 | $290.9K | 0.20% | 00.0% | Unchanged |
| STRS Ohio | 9,600 | $288.0K | 0.00% | −19,800−67.3% | Reduced |
| Mutual of America Capital Management LLC | 9,592 | $287.8K | 0.00% | +20.0% | Added |
| Brinker Capital Investments, LLC | 9,457 | $283.7K | 0.00% | +243+2.6% | Added |
| Persistent Asset Partners Ltd | 9,354 | $280.6K | 0.11% | +9,354 | New |
| Public Employees Retirement Association of Colorado | 8,909 | $267.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 8,259 | $247.8K | 0.00% | −225−2.7% | Reduced |
| State of Wisconsin Investment Board | 8,248 | $247.4K | 0.00% | +8,248 | New |
| ELCO Management Co., LLC | 8,236 | $247.1K | 0.12% | +8,236 | New |
| Kestra Advisory Services, LLC | 8,087 | $242.6K | 0.00% | +90+1.1% | Added |
| Ensign Peak Advisors, Inc | 8,002 | $240.1K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 7,987 | $239.6K | 0.01% | −6,769−45.9% | Reduced |
| Xponance, Inc. | 7,889 | $236.7K | 0.00% | +7,889 | New |
| Journey Strategic Wealth LLC | 7,867 | $236.0K | 0.01% | +132+1.7% | Added |