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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 8,119 | $247.2K | 0.00% | +32+0.4% | Added |
| HBK Sorce Advisory LLC | 8,089 | $256.9K | 0.01% | 00.0% | Unchanged |
| Man Group plc | 8,502 | $258.9K | 0.00% | +8,502 | New |
| Hancock Whitney Corp | 8,527 | $259.6K | 0.00% | +8,527 | New |
| Xponance, Inc. | 8,628 | $262.7K | 0.00% | +739+9.4% | Added |
| Public Employees Retirement Association of Colorado | 8,909 | $271.0K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 8,957 | $272.7K | 0.02% | +1,862+26.2% | Added |
| Great Lakes Advisors, LLC | 9,089 | $276.8K | 0.00% | −616−6.3% | Reduced |
| Brinker Capital Investments, LLC | 9,124 | $277.8K | 0.00% | −333−3.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 9,460 | $288.1K | 0.01% | −1,383−12.8% | Reduced |
| Mutual of America Capital Management LLC | 9,599 | $292.3K | 0.00% | +7+0.1% | Added |
| Two Sigma Securities, LLC | 9,633 | $293.3K | 0.03% | +9,633 | New |
| Slocum, Gordon & Co LLP | 9,696 | $295.2K | 0.20% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 9,840 | $299.6K | 0.01% | −2,814−22.2% | Reduced |
| Berkshire Bank | 10,140 | $308.8K | 0.06% | −200−1.9% | Reduced |
| ELCO Management Co., LLC | 10,272 | $312.8K | 0.13% | +2,036+24.7% | Added |
| Financial Planning Hawaii, Inc. | 10,380 | $316.1K | 0.17% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 10,458 | $318.4K | 0.02% | −202−1.9% | Reduced |
| Entropy Technologies, LP | 10,605 | $322.9K | 0.01% | +10,605 | New |
| Wealth Enhancement Advisory Services, LLC | 11,186 | $337.7K | 0.00% | −223−2.0% | Reduced |
| Susquehanna International Group, LLP | 11,218 | $341.6K | 0.00% | −64,684−85.2% | Reduced |
| First Manhattan Co | 11,224 | $341.8K | 0.00% | −1,638−12.7% | Reduced |
| Savant Capital, LLC | 11,364 | $348.6K | 0.00% | +1,542+15.7% | Added |
| DRW Securities, LLC | 11,473 | $349.4K | 0.02% | −18,333−61.5% | Reduced |
| SlateStone Wealth, LLC | 11,558 | $352.0K | 0.03% | −22−0.2% | Reduced |
| Neuberger Berman Group LLC | 12,006 | $365.6K | 0.00% | +37+0.3% | Added |
| Pictet Asset Management Holding SA | 12,114 | $368.9K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,137 | $369.6K | 0.00% | −841−6.5% | Reduced |
| Maryland State Retirement & Pension System | 12,191 | $371.2K | 0.01% | −145−1.2% | Reduced |
| Bank of Montreal | 12,639 | $384.9K | 0.00% | +1,028+8.9% | Added |
| Advisor Group Holdings, Inc. | 13,119 | $399.5K | 0.00% | −9,257−41.4% | Reduced |
| RSM US Wealth Management LLC | 13,513 | $411.4K | 0.00% | −544−3.9% | Reduced |
| Voloridge Investment Management, LLC | 13,842 | $421.5K | 0.00% | −140,523−91.0% | Reduced |
| Moors & Cabot, Inc. | 14,221 | $433.0K | 0.02% | −1,198−7.8% | Reduced |
| Pensionmark Financial Group, LLC | 14,893 | $446.8K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 14,711 | $447.9K | 0.00% | −158−1.1% | Reduced |
| JMN Financial LLC | 14,760 | $449.4K | 0.35% | −1,734−10.5% | Reduced |
| Ieq Capital, LLC | 14,977 | $456.0K | 0.00% | −22,714−60.3% | Reduced |
| Clark Financial Services Group Inc | 15,272 | $465.0K | 0.22% | +2,155+16.4% | Added |
| LPL Financial LLC | 15,578 | $474.3K | 0.00% | −201,033−92.8% | Reduced |
| Nisa Investment Advisors, LLC | 16,061 | $489.1K | 0.00% | +5,637+54.1% | Added |
| Voya Investment Management LLC | 16,107 | $490.5K | 0.00% | +1,571+10.8% | Added |
| Watershed Asset Management, L.L.C. | 16,319 | $496.9K | 0.44% | +1,090+7.2% | Added |
| Campbell & CO Investment Adviser LLC | 16,625 | $506.2K | 0.03% | +16,625 | New |
| Steward Partners Investment Advisory, LLC | 16,906 | $514.8K | 0.00% | +15,380+1,007.9% | Added |
| Freestone Grove Partners LP | 17,487 | $532.5K | 0.00% | +17,486+1,748,600.0% | Added |
| STRS Ohio | 18,100 | $551.1K | 0.00% | +8,500+88.5% | Added |
| Intech Investment Management LLC | 18,122 | $551.8K | 0.01% | −13,345−42.4% | Reduced |
| Handelsbanken Fonder AB | 18,200 | $554.0K | 0.00% | +18,200 | New |
| Toroso Investments, LLC | 18,301 | $557.3K | 0.00% | +18,301 | New |
| Natixis Advisors, L.P. | 18,341 | $558.0K | 0.00% | +7,171+64.2% | Added |
| State of Tennessee, Treasury Department | 18,559 | $565.1K | 0.00% | 00.0% | Unchanged |
| Callan Family Office, LLC | 18,589 | $566.0K | 0.01% | +167+0.9% | Added |
| KLP Kapitalforvaltning AS | 18,718 | $570.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 19,027 | $579.4K | 0.01% | −100−0.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 19,336 | $588.8K | 0.00% | +5,407+38.8% | Added |
| Canton Hathaway, LLC | 19,360 | $589.5K | 0.11% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 19,613 | $597.2K | 0.00% | +2,930+17.6% | Added |
| Vanguard Investments Australia, Ltd. | 19,829 | $603.8K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,876 | $605.2K | 0.00% | −851−4.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,783 | $633.0K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 21,617 | $658.2K | 0.01% | +21,617 | New |
| Allstate Corp | 21,981 | $669.3K | 0.01% | +21,981 | New |
| Flywheel Private Wealth LLC | 22,100 | $672.9K | 0.33% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 22,351 | $680.6K | 0.01% | +54+0.2% | Added |
| Amalgamated Bank | 22,553 | $687.0K | 0.00% | −1,569−6.5% | Reduced |
| State Board of Administration of Florida Retirement System | 23,058 | $702.1K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 23,186 | $706.0K | 0.00% | +139+0.6% | Added |
| Captrust Financial Advisors | 24,489 | $745.7K | 0.00% | −2,435−9.0% | Reduced |
| State of Wisconsin Investment Board | 24,526 | $746.8K | 0.00% | +16,278+197.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 25,137 | $765.4K | 0.01% | +2,081+9.0% | Added |
| Select Asset Management & Trust | 26,101 | $795.0K | 0.23% | 00.0% | Unchanged |
| Jain Global LLC | 26,222 | $798.5K | 0.01% | +26,222 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 26,565 | $808.9K | 0.00% | −14,012−34.5% | Reduced |
| Gsa Capital Partners LLP | 28,699 | $874.0K | 0.06% | −2,034−6.6% | Reduced |
| State of Alaska, Department of Revenue | 29,623 | $901.0K | 0.01% | −13,758−31.7% | Reduced |
| Parsons Capital Management Inc | 29,860 | $909.2K | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 29,991 | $913.1K | 0.00% | +1,333+4.7% | Added |
| New York State Common Retirement Fund | 29,988 | $913.1K | 0.00% | +1,700+6.0% | Added |
| Inceptionr LLC | 30,775 | $937.1K | 0.23% | +30,775 | New |
| Nordea Investment Management AB | 30,809 | $942.1K | 0.00% | +30,809 | New |
| Cetera Investment Advisers | 32,776 | $998.0K | 0.00% | −247−0.7% | Reduced |
| SEI Investments Co | 32,906 | $1.00M | 0.00% | −30,717−48.3% | Reduced |
| GWM Advisors LLC | 34,078 | $1.04M | 0.00% | −380−1.1% | Reduced |
| Royal Bank of Canada | 35,351 | $1.08M | 0.00% | −943−2.6% | Reduced |
| BNP Paribas Arbitrage, SA | 35,390 | $1.08M | 0.00% | +13,890+64.6% | Added |
| Amundi | 35,495 | $1.08M | 0.00% | −14,324−28.8% | Reduced |
| Jupiter Topco LLC | 36,282 | $1.11M | 0.00% | +36,282 | New |
| Louisiana State Employees Retirement System | 36,700 | $1.12M | 0.02% | −500−1.3% | Reduced |
| Private Advisor Group, LLC | 36,814 | $1.12M | 0.01% | +16,316+79.6% | Added |
| Schonfeld Strategic Advisors LLC | 37,347 | $1.14M | 0.01% | −5,632−13.1% | Reduced |
| Barclays PLC | 38,937 | $1.19M | 0.00% | −17,869−31.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 39,249 | $1.20M | 0.00% | +166+0.4% | Added |
| Manufacturers Life Insurance Company, The | 39,691 | $1.21M | 0.00% | +2,737+7.4% | Added |
| FMR LLC | 40,283 | $1.23M | 0.00% | −869−2.1% | Reduced |
| Ironwood Investment Management LLC | 40,337 | $1.23M | 0.42% | +100.0% | Added |
| Victory Capital Management Inc | 42,682 | $1.30M | 0.00% | +29,157+215.6% | Added |
| SG Americas Securities, LLC | 42,949 | $1.31M | 0.00% | +13,231+44.5% | Added |
| Qube Research & Technologies Ltd | 43,234 | $1.32M | 0.00% | +43,234 | New |
| Illinois Municipal Retirement Fund | 43,644 | $1.33M | 0.01% | −990−2.2% | Reduced |