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