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 |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −57,848−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −48,566−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −36,059−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −29,461−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −27,358−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −26,219−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −23,825−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −23,003−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −13,249−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −13,153−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −12,659−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −11,233−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −10,626−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −9,929−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −9,915−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −9,354−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −7,475−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −1,212−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −591−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −483−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| DGS Capital Management, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Journey Strategic Wealth LLC | – | – | – | – | Not filed |