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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 46,350 | $1.41M | 0.00% | +26,759+136.6% | Added |
| Capital Fund Management S.A. | 49,433 | $1.51M | 0.01% | +49,433 | New |
| MetLife Investment Management | 49,610 | $1.51M | 0.01% | +4,036+8.9% | Added |
| Clarendon Private LLC | 50,185 | $1.53M | 0.98% | −735−1.4% | Reduced |
| Russell Investments Group, Ltd. | 55,027 | $1.68M | 0.00% | +40,958+291.1% | Added |
| Cerity Partners LLC | 56,125 | $1.71M | 0.00% | −4,204−7.0% | Reduced |
| Aquatic Capital Management LLC | 56,934 | $1.73M | 0.06% | +56,934 | New |
| First Trust Advisors LP | 57,307 | $1.74M | 0.00% | +21,523+60.1% | Added |
| Vanguard Global Advisers, LLC | 58,680 | $1.79M | 0.00% | −1,198−2.0% | Reduced |
| Pathstone Holdings, LLC | 59,745 | $1.82M | 0.01% | −1,878−3.0% | Reduced |
| Raymond James Financial Inc | 65,611 | $2.00M | 0.00% | −8,212−11.1% | Reduced |
| Rafferty Asset Management, LLC | 67,313 | $2.05M | 0.00% | −20,588−23.4% | Reduced |
| CI Private Wealth, LLC | 67,429 | $2.05M | 0.00% | +4,496+7.1% | Added |
| Great West Life Assurance Co | 67,514 | $2.06M | 0.00% | −2,121−3.0% | Reduced |
| PMC FIG Opportunities LLC | 68,131 | $2.07M | 3.33% | +41,935+160.1% | Added |
| Fifth Third Bancorp | 70,512 | $2.15M | 0.00% | −1,815−2.5% | Reduced |
| Segall Bryant & Hamill, LLC | 71,225 | $2.17M | 0.03% | +71,225 | New |
| New York State Teachers Retirement System | 72,943 | $2.22M | 0.00% | +1,111+1.5% | Added |
| XTX Topco Ltd | 74,212 | $2.26M | 0.03% | +52,523+242.2% | Added |
| CM Management, LLC | 80,000 | $2.44M | 1.55% | +40,000+100.0% | Added |
| Wells Fargo & Company | 80,023 | $2.44M | 0.00% | +42,387+112.6% | Added |
| Susquehanna Fundamental Investments, LLC | 80,781 | $2.46M | 0.05% | +56,422+231.6% | Added |
| Quantinno Capital Management LP | 81,884 | $2.49M | 0.00% | +32,213+64.9% | Added |
| Vanguard Asset Management, Ltd | 84,384 | $2.57M | 0.00% | +9,787+13.1% | Added |
| Prudential Financial Inc | 86,497 | $2.63M | 0.00% | +1,185+1.4% | Added |
| Marshall Wace, LLP | 91,180 | $2.78M | 0.00% | +76,480+520.3% | Added |
| Deutsche Bank AG | 96,453 | $2.94M | 0.00% | +9,051+10.4% | Added |
| Cutler Capital Management, LLC | 97,306 | $2.96M | 0.77% | +20,068+26.0% | Added |
| California State Teachers Retirement System | 99,200 | $3.02M | 0.00% | −2,610−2.6% | Reduced |
| Brookstone Capital Management | 100,119 | $3.05M | 0.03% | +100,119 | New |
| Citigroup Inc | 102,843 | $3.13M | 0.00% | +12,411+13.7% | Added |
| Hennessy Advisors Inc | 115,000 | $3.50M | 0.11% | +4,000+3.6% | Added |
| EJF Capital LLC | 128,480 | $3.91M | 2.62% | −19,673−13.3% | Reduced |
| Price T Rowe Associates Inc | 130,623 | $3.98M | 0.00% | +18,084+16.1% | Added |
| Boothbay Fund Management, LLC | 132,189 | $4.03M | 0.08% | +67,739+105.1% | Added |
| Congress Asset Management Co | 142,027 | $4.32M | 0.03% | +20,704+17.1% | Added |
| Commonwealth Equity Services, LLC | 146,823 | $4.47M | 0.01% | +1,440+1.0% | Added |
| Thrivent Financial for Lutherans | 157,318 | $4.79M | 0.01% | +78,244+99.0% | Added |
| Swiss National Bank | 168,656 | $5.14M | 0.00% | +2,400+1.4% | Added |
| Grace & White Inc | 186,349 | $5.67M | 0.90% | 00.0% | Unchanged |
| Legal & General Group Plc | 189,026 | $5.76M | 0.00% | +2,648+1.4% | Added |
| ExodusPoint Capital Management, LP | 196,679 | $5.99M | 0.06% | −47,686−19.5% | Reduced |
| RMB Capital Management, LLC | 200,243 | $6.10M | 0.09% | +30,123+17.7% | Added |
| Ameriprise Financial Inc | 207,997 | $6.33M | 0.00% | −9,974−4.6% | Reduced |
| UBS Asset Management Americas Inc | 215,048 | $6.55M | 0.00% | +4,234+2.0% | Added |
| Rhumbline Advisers | 215,603 | $6.57M | 0.00% | −23,912−10.0% | Reduced |
| Mendon Capital Advisors Corp | 228,394 | $6.95M | 2.46% | +28,663+14.4% | Added |
| Maltese Capital Management LLC | 234,900 | $7.15M | 1.30% | −25,100−9.7% | Reduced |
| AQR Capital Management LLC | 237,950 | $7.25M | 0.00% | −14,335−5.7% | Reduced |
| Ategra Capital Management, LLC | 265,743 | $8.09M | 4.30% | −245,545−48.0% | Reduced |
| Trexquant Investment LP | 271,575 | $8.27M | 0.05% | +271,575 | New |
| SummitTX Capital, L.P. | 272,767 | $8.31M | 0.22% | +227,236+499.1% | Added |
| UBS Group AG | 276,826 | $8.43M | 0.00% | −146,856−34.7% | Reduced |
| Citadel Advisors LLC | 286,141 | $8.71M | 0.01% | +126,907+79.7% | Added |
| Public Sector Pension Investment Board | 288,005 | $8.77M | 0.02% | −11,854−4.0% | Reduced |
| Royce & Associates LP | 303,556 | $9.24M | 0.07% | −14,035−4.4% | Reduced |
| Brevan Howard Capital Management LP | 312,492 | $9.52M | 0.13% | +212,492+212.5% | Added |
| Algert Global LLC | 331,312 | $10.1M | 0.12% | +130,285+64.8% | Added |
| JPMorgan Chase & Co | 329,351 | $10.2M | 0.00% | −18,039−5.2% | Reduced |
| Alliancebernstein L.P. | 348,478 | $10.5M | 0.00% | +114,228+48.8% | Added |
| Bayview Asset Management, LLC | 364,828 | $11.1M | 8.30% | −30,000−7.6% | Reduced |
| Empowered Funds, LLC | 377,912 | $11.5M | 0.06% | +46,846+14.2% | Added |
| Glendon Capital Management LP | 381,184 | $11.6M | 1.50% | 00.0% | Unchanged |
| Invesco Ltd. | 403,560 | $12.3M | 0.00% | −40,575−9.1% | Reduced |
| Principal Financial Group Inc | 406,066 | $12.4M | 0.01% | −1,265−0.3% | Reduced |
| Renaissance Technologies LLC | 431,740 | $13.1M | 0.02% | −138,700−24.3% | Reduced |
| Two Sigma Investments, LP | 470,517 | $14.3M | 0.01% | −158,188−25.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 475,290 | $14.5M | 0.04% | +5,510+1.2% | Added |
| Bank of New York Mellon Corp | 541,135 | $16.5M | 0.00% | +13,349+2.5% | Added |
| Vanguard Fiduciary Trust Co | 565,685 | $17.2M | 0.00% | +24,435+4.5% | Added |
| Bridgeway Capital Management, LLC | 573,992 | $17.5M | 0.31% | +46,846+8.9% | Added |
| Strategic Value Bank Partners LLC | 623,747 | $19.0M | 13.30% | 00.0% | Unchanged |
| Walleye Capital LLC | 665,525 | $20.3M | 0.10% | +665,525 | New |
| American Century Companies Inc | 829,367 | $25.3M | 0.01% | +28,547+3.6% | Added |
| Northern Trust Corp | 910,859 | $27.7M | 0.00% | +84,380+10.2% | Added |
| Goldman Sachs Group Inc | 952,914 | $29.0M | 0.00% | −470,162−33.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,051,210 | $32.0M | 0.02% | +1,051,210 | New |
| Charles Schwab Investment Management Inc | 1,054,300 | $32.1M | 0.00% | −35,923−3.3% | Reduced |
| Systematic Financial Management LP | 1,060,206 | $32.3M | 0.64% | −67,650−6.0% | Reduced |
| Nuveen, LLC | 1,060,271 | $32.3M | 0.01% | +198,888+23.1% | Added |
| Bank of America Corp | 1,063,829 | $32.4M | 0.00% | +437,725+69.9% | Added |
| Massachusetts Financial Services Co | 1,265,827 | $38.5M | 0.01% | +62,220+5.2% | Added |
| Adage Capital Partners GP, L.L.C. | 1,493,023 | $45.5M | 0.06% | −332,939−18.2% | Reduced |
| Morgan Stanley | 1,665,977 | $50.7M | 0.00% | +329,778+24.7% | Added |
| Geode Capital Management, LLC | 2,160,024 | $65.8M | 0.00% | +115,664+5.7% | Added |
| HoldCo Asset Management, L.P. | 2,263,000 | $68.9M | 4.42% | +202,000+9.8% | Added |
| Verition Fund Management LLC | 2,403,149 | $73.2M | 0.51% | +388,127+19.3% | Added |
| Vanguard Capital Management LLC | 3,761,172 | $114.5M | 0.00% | −5,012−0.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,936,942 | $119.9M | 0.33% | −833,610−17.5% | Reduced |
| Dimensional Fund Advisors LP | 4,955,978 | $150.9M | 0.03% | +137,456+2.9% | Added |
| State Street Corp | 5,129,035 | $156.2M | 0.00% | +375,049+7.9% | Added |
| Millennium Management LLC | 5,165,656 | $157.3M | 0.11% | +53,775+1.1% | Added |
| Vanguard Portfolio Management LLC | 5,212,012 | $158.7M | 0.01% | +78,080+1.5% | Added |
| BlackRock, Inc. | 12,366,226 | $376.6M | 0.01% | +184,505+1.5% | Added |
| Azora Capital LP | 0 | $0 | 0.00% | −3,137,941−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −181,363−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −165,640−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −152,280−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −110,760−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −78,213−100.0% | Sold out |