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, Q2 2026
Institutional positions in Beacon Financial Corp as of Jun 30, 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
- 294
- +5 vs. Q1 2026
- Shares held
- 77.1M
- −434.0K (−0.6%) vs. Q1 2026
- Total value
- $2.35B
- +$22.8M (+1.0%) vs. Q1 2026
- New holders
- 38
- 104 more added
- Sold out
- 33
- 91 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1 | $47 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $122 | 0.00% | +4 | New |
| Ankerstar Wealth, LLC | 9 | $274 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 10 | $305 | 0.00% | +10 | New |
| Gilpin Wealth Management, LLC | 12 | $366 | 0.00% | −4−25.0% | Reduced |
| Raffa Wealth Management, LLC | 13 | $396 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 13 | $396 | 0.00% | +13 | New |
| Plante Moran Financial Advisors, LLC | 16 | $487 | 0.00% | +16 | New |
| Rossby Financial, LCC | 20 | $609 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 27 | $822 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 30 | $914 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 33 | $1.00K | 0.00% | +33 | New |
| Harbour Investments, Inc. | 45 | $1.38K | 0.00% | +45 | New |
| Farmers & Merchants Investments Inc | 48 | $1.46K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50 | $1.52K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 55 | $1.68K | 0.00% | −12−17.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 59 | $1.80K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 75 | $2.28K | 0.00% | +75 | New |
| Quarry LP | 78 | $2.38K | 0.00% | +78 | New |
| Parkside Financial Bank & Trust | 85 | $2.59K | 0.00% | −44−34.1% | Reduced |
| Danske Bank A/S | 100 | $3.04K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 110 | $3.35K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 147 | $4.48K | 0.00% | +57+63.3% | Added |
| Torren Management, LLC | 148 | $4.51K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 152 | $4.63K | 0.00% | −7,290−98.0% | Reduced |
| Larson Financial Group LLC | 178 | $5.42K | 0.00% | +94+111.9% | Added |
| Los Angeles Capital Management LLC | 189 | $5.75K | 0.00% | −822−81.3% | Reduced |
| Massmutual Trust Co FSB | 193 | $5.88K | 0.00% | −72−27.2% | Reduced |
| Fulcrum Asset Management LLP | 204 | $6.31K | 0.00% | +204 | New |
| True Wealth Design, LLC | 221 | $6.73K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 233 | $7.09K | 0.00% | +5+2.2% | Added |
| Rothschild Investment LLC | 236 | $7.19K | 0.00% | −22−8.5% | Reduced |
| Essential Partners LLC | 280 | $8.53K | 0.00% | −663−70.3% | Reduced |
| Vision Retirement, LLC | 309 | $9.41K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 336 | $10.2K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 351 | $10.7K | 0.00% | −262−42.7% | Reduced |
| Harbor Capital Advisors, Inc. | 348 | $11.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 363 | $11.0K | 0.01% | +356+5,085.7% | Added |
| Avalon Trust Co | 371 | $11.3K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 373 | $11.4K | 0.00% | +156+71.9% | Added |
| GW&K Investment Management, LLC | 410 | $12.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 428 | $13.0K | 0.00% | +62+16.9% | Added |
| Huntington National Bank | 487 | $14.8K | 0.00% | +276+130.8% | Added |
| Coastline Trust Co | 491 | $15.0K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 504 | $15.3K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 583 | $17.8K | 0.00% | +93+19.0% | Added |
| LRI Investments, LLC | 605 | $18.4K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 660 | $20.1K | 0.00% | +660 | New |
| Armstrong Advisory Group, Inc | 709 | $21.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 728 | $22.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 771 | $23.5K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 802 | $24.4K | 0.00% | +802 | New |
| EverSource Wealth Advisors, LLC | 896 | $27.3K | 0.00% | −322−26.4% | Reduced |
| Montag A & Associates Inc | 945 | $28.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 966 | $29.8K | 0.00% | −159−14.1% | Reduced |
| Bessemer Group Inc | 1,042 | $32.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,140 | $34.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,216 | $37.0K | 0.00% | −188−13.4% | Reduced |
| Trust Co of Vermont | 1,346 | $41.0K | 0.00% | +1,346 | New |
| New Age Alpha Advisors, LLC | 1,364 | $41.5K | 0.00% | +1,364 | New |
| NBT Bank N A | 1,399 | $42.6K | 0.00% | +16+1.2% | Added |
| Smartleaf Asset Management LLC | 1,382 | $42.7K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,430 | $43.5K | 0.00% | −1,332−48.2% | Reduced |
| Pinney & Scofield, Inc. | 1,447 | $44.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,409 | $44.1K | 0.00% | +330+30.6% | Added |
| Brown, Lisle/Cummings, Inc. | 1,893 | $57.6K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,933 | $58.9K | 0.00% | +24+1.3% | Added |
| Rockefeller Capital Management L.P. | 2,076 | $63.2K | 0.00% | −36−1.7% | Reduced |
| State of Wyoming | 2,097 | $63.9K | 0.01% | +2,097 | New |
| Global Retirement Partners, LLC | 2,287 | $69.6K | 0.00% | +2,287 | New |
| Measured Wealth Private Client Group, LLC | 2,337 | $71.2K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,572 | $78.3K | 0.01% | +60+2.4% | Added |
| Custom Index Systems, LLC | 2,618 | $79.7K | 0.03% | +2,618 | New |
| Ronald Blue Trust, Inc. | 2,719 | $82.8K | 0.00% | −501−15.6% | Reduced |
| SRS Capital Advisors, Inc. | 2,955 | $90.0K | 0.00% | +2,835+2,362.5% | Added |
| Flagship Wealth Advisors, LLC | 3,000 | $91.3K | 0.02% | +3,000 | New |
| Farther Finance Advisors, LLC | 3,074 | $93.6K | 0.00% | −342−10.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,211 | $97.8K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,428 | $104.4K | 0.00% | +89+2.7% | Added |
| KBC Group NV | 3,519 | $107.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,912 | $119.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,722 | $143.8K | 0.01% | +25+0.5% | Added |
| Hantz Financial Services, Inc. | 5,007 | $152.0K | 0.00% | −542−9.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,031 | $153.2K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 5,375 | $163.7K | 0.01% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 5,764 | $178.3K | 0.00% | +342+6.3% | Added |
| Tower Research Capital LLC (TRC) | 6,113 | $186.1K | 0.00% | +42+0.7% | Added |
| South Dakota Investment Council | 6,252 | $190.0K | 0.00% | −100−1.6% | Reduced |
| Prosperity Consulting Group, LLC | 6,682 | $203.5K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 6,860 | $208.9K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 7,000 | $213.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 7,334 | $223.3K | 0.01% | −653−8.2% | Reduced |
| Creative Planning | 7,416 | $225.8K | 0.00% | −20,808−73.7% | Reduced |
| Fiduciary Trust Co | 7,478 | $227.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 7,574 | $230.6K | 0.10% | +234+3.2% | Added |
| Plimoth Trust Co LLC | 7,604 | $231.5K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,735 | $235.5K | 0.01% | +769+11.0% | Added |
| CIBC Asset Management Inc | 7,824 | $238.2K | 0.00% | −435−5.3% | Reduced |
| Joel Isaacson & Co., LLC | 7,844 | $238.8K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 8,002 | $243.7K | 0.00% | 00.0% | Unchanged |