Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2026: 294 institutions
Q1 2021: 160 institutionsQ2 2021: 165 institutionsQ3 2021: 169 institutionsQ4 2021: 178 institutionsQ1 2022: 183 institutionsQ2 2022: 175 institutionsQ3 2022: 191 institutionsQ4 2022: 179 institutionsQ1 2023: 182 institutionsQ2 2023: 172 institutionsQ3 2023: 172 institutionsQ4 2023: 173 institutionsQ1 2024: 178 institutionsQ2 2024: 178 institutionsQ3 2024: 188 institutionsQ4 2024: 215 institutionsQ1 2025: 230 institutionsQ2 2025: 231 institutionsQ3 2025: 278 institutionsQ4 2025: 283 institutionsQ1 2026: 293 institutionsQ2 2026: 294 institutions
Value heldQ2 2026: $2.35B
Q1 2021: $885.0MQ2 2021: $1.11BQ3 2021: $1.04BQ4 2021: $1.12BQ1 2022: $1.12BQ2 2022: $913.6MQ3 2022: $1.01BQ4 2022: $1.10BQ1 2023: $936.8MQ2 2023: $758.7MQ3 2023: $726.2MQ4 2023: $899.4MQ1 2024: $822.7MQ2 2024: $824.3MQ3 2024: $971.0MQ4 2024: $1.14BQ1 2025: $1.13BQ2 2025: $1.12BQ3 2025: $1.74BQ4 2025: $2.02BQ1 2026: $2.33BQ2 2026: $2.35B
Institutions holding BBT and their total value by quarter
QuarterHoldersValue
Q2 2026294$2.35B
Q1 2026293$2.33B
Q4 2025283$2.02B
Q3 2025278$1.74B
Q2 2025231$1.12B
Q1 2025230$1.13B
Q4 2024215$1.14B
Q3 2024188$971.0M
Q2 2024178$824.3M
Q1 2024178$822.7M
Q4 2023173$899.4M
Q3 2023172$726.2M
Q2 2023172$758.7M
Q1 2023182$936.8M
Q4 2022179$1.10B
Q3 2022191$1.01B
Q2 2022175$913.6M
Q1 2022183$1.12B
Q4 2021178$1.12B
Q3 2021169$1.04B
Q2 2021165$1.11B
Q1 2021160$885.0M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q1 2026.

Institutions holding BBT in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Manufacturers Life Insurance Company, The39,691$1.21M0.00%+2,737+7.4%Added
Mirae Asset Global ETFs Holdings Ltd.39,249$1.20M0.00%+166+0.4%Added
Barclays PLC38,937$1.19M0.00%−17,869−31.5%Reduced
Schonfeld Strategic Advisors LLC37,347$1.14M0.01%−5,632−13.1%Reduced
Private Advisor Group, LLC36,814$1.12M0.01%+16,316+79.6%Added
Louisiana State Employees Retirement System36,700$1.12M0.02%−500−1.3%Reduced
Jupiter Topco LLC36,282$1.11M0.00%+36,282New
Amundi35,495$1.08M0.00%−14,324−28.8%Reduced
BNP Paribas Arbitrage, SA35,390$1.08M0.00%+13,890+64.6%Added
Royal Bank of Canada35,351$1.08M0.00%−943−2.6%Reduced
GWM Advisors LLC34,078$1.04M0.00%−380−1.1%Reduced
SEI Investments Co32,906$1.00M0.00%−30,717−48.3%Reduced
Cetera Investment Advisers32,776$998.0K0.00%−247−0.7%Reduced
Nordea Investment Management AB30,809$942.1K0.00%+30,809New
Inceptionr LLC30,775$937.1K0.23%+30,775New
New York State Common Retirement Fund29,988$913.1K0.00%+1,700+6.0%Added
Stifel Financial Corp29,991$913.1K0.00%+1,333+4.7%Added
Parsons Capital Management Inc29,860$909.2K0.04%00.0%Unchanged
State of Alaska, Department of Revenue29,623$901.0K0.01%−13,758−31.7%Reduced
Gsa Capital Partners LLP28,699$874.0K0.06%−2,034−6.6%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH26,565$808.9K0.00%−14,012−34.5%Reduced
Jain Global LLC26,222$798.5K0.01%+26,222New
Select Asset Management & Trust26,101$795.0K0.23%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey25,137$765.4K0.01%+2,081+9.0%Added
State of Wisconsin Investment Board24,526$746.8K0.00%+16,278+197.4%Added
Captrust Financial Advisors24,489$745.7K0.00%−2,435−9.0%Reduced
Arizona State Retirement System23,186$706.0K0.00%+139+0.6%Added
State Board of Administration of Florida Retirement System23,058$702.1K0.00%00.0%Unchanged
Amalgamated Bank22,553$687.0K0.00%−1,569−6.5%Reduced
Yousif Capital Management, LLC22,351$680.6K0.01%+54+0.2%Added
Flywheel Private Wealth LLC22,100$672.9K0.33%00.0%Unchanged
Allstate Corp21,981$669.3K0.01%+21,981New
Quadrature Capital Ltd21,617$658.2K0.01%+21,617New
Teachers Retirement System of the State of Kentucky20,783$633.0K0.00%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys19,876$605.2K0.00%−851−4.1%Reduced
Vanguard Investments Australia, Ltd.19,829$603.8K0.00%00.0%Unchanged
Mercer Global Advisors Inc19,613$597.2K0.00%+2,930+17.6%Added
Canton Hathaway, LLC19,360$589.5K0.11%00.0%Unchanged
Mitsubishi UFJ Trust & Banking Corp19,336$588.8K0.00%+5,407+38.8%Added
Oregon Public Employees Retirement Fund19,027$579.4K0.01%−100−0.5%Reduced
KLP Kapitalforvaltning AS18,718$570.0K0.00%00.0%Unchanged
Callan Family Office, LLC18,589$566.0K0.01%+167+0.9%Added
State of Tennessee, Treasury Department18,559$565.1K0.00%00.0%Unchanged
Natixis Advisors, L.P.18,341$558.0K0.00%+7,171+64.2%Added
Toroso Investments, LLC18,301$557.3K0.00%+18,301New
Handelsbanken Fonder AB18,200$554.0K0.00%+18,200New
Intech Investment Management LLC18,122$551.8K0.01%−13,345−42.4%Reduced
STRS Ohio18,100$551.1K0.00%+8,500+88.5%Added
Freestone Grove Partners LP17,487$532.5K0.00%+17,486+1,748,600.0%Added
Steward Partners Investment Advisory, LLC16,906$514.8K0.00%+15,380+1,007.9%Added
Campbell & CO Investment Adviser LLC16,625$506.2K0.03%+16,625New
Watershed Asset Management, L.L.C.16,319$496.9K0.44%+1,090+7.2%Added
Voya Investment Management LLC16,107$490.5K0.00%+1,571+10.8%Added
Nisa Investment Advisors, LLC16,061$489.1K0.00%+5,637+54.1%Added
LPL Financial LLC15,578$474.3K0.00%−201,033−92.8%Reduced
Clark Financial Services Group Inc15,272$465.0K0.22%+2,155+16.4%Added
Ieq Capital, LLC14,977$456.0K0.00%−22,714−60.3%Reduced
JMN Financial LLC14,760$449.4K0.35%−1,734−10.5%Reduced
The PNC Financial Services Group, Inc.14,711$447.9K0.00%−158−1.1%Reduced
Pensionmark Financial Group, LLC14,893$446.8K0.01%00.0%Unchanged
Moors & Cabot, Inc.14,221$433.0K0.02%−1,198−7.8%Reduced
Voloridge Investment Management, LLC13,842$421.5K0.00%−140,523−91.0%Reduced
RSM US Wealth Management LLC13,513$411.4K0.00%−544−3.9%Reduced
Advisor Group Holdings, Inc.13,119$399.5K0.00%−9,257−41.4%Reduced
Bank of Montreal12,639$384.9K0.00%+1,028+8.9%Added
Maryland State Retirement & Pension System12,191$371.2K0.01%−145−1.2%Reduced
ProShare Advisors LLC12,137$369.6K0.00%−841−6.5%Reduced
Pictet Asset Management Holding SA12,114$368.9K0.00%00.0%Unchanged
Neuberger Berman Group LLC12,006$365.6K0.00%+37+0.3%Added
SlateStone Wealth, LLC11,558$352.0K0.03%−22−0.2%Reduced
DRW Securities, LLC11,473$349.4K0.02%−18,333−61.5%Reduced
Savant Capital, LLC11,364$348.6K0.00%+1,542+15.7%Added
First Manhattan Co11,224$341.8K0.00%−1,638−12.7%Reduced
Susquehanna International Group, LLP11,218$341.6K0.00%−64,684−85.2%Reduced
Wealth Enhancement Advisory Services, LLC11,186$337.7K0.00%−223−2.0%Reduced
Entropy Technologies, LP10,605$322.9K0.01%+10,605New
Beese Fulmer Investment Management, Inc.10,458$318.4K0.02%−202−1.9%Reduced
Financial Planning Hawaii, Inc.10,380$316.1K0.17%00.0%Unchanged
ELCO Management Co., LLC10,272$312.8K0.13%+2,036+24.7%Added
Berkshire Bank10,140$308.8K0.06%−200−1.9%Reduced
Hennion & Walsh Asset Management, Inc.9,840$299.6K0.01%−2,814−22.2%Reduced
Slocum, Gordon & Co LLP9,696$295.2K0.20%00.0%Unchanged
Two Sigma Securities, LLC9,633$293.3K0.03%+9,633New
Mutual of America Capital Management LLC9,599$292.3K0.00%+7+0.1%Added
Robertson Stephens Wealth Management, LLC9,460$288.1K0.01%−1,383−12.8%Reduced
Brinker Capital Investments, LLC9,124$277.8K0.00%−333−3.5%Reduced
Great Lakes Advisors, LLC9,089$276.8K0.00%−616−6.3%Reduced
Icon Wealth Advisors, LLC8,957$272.7K0.02%+1,862+26.2%Added
Public Employees Retirement Association of Colorado8,909$271.0K0.00%00.0%Unchanged
Xponance, Inc.8,628$262.7K0.00%+739+9.4%Added
Hancock Whitney Corp8,527$259.6K0.00%+8,527New
Man Group plc8,502$258.9K0.00%+8,502New
HBK Sorce Advisory LLC8,089$256.9K0.01%00.0%Unchanged
Kestra Advisory Services, LLC8,119$247.2K0.00%+32+0.4%Added
Ensign Peak Advisors, Inc8,002$243.7K0.00%00.0%Unchanged
Joel Isaacson & Co., LLC7,844$238.8K0.01%00.0%Unchanged
CIBC Asset Management Inc7,824$238.2K0.00%−435−5.3%Reduced
Ameritas Investment Partners, Inc.7,735$235.5K0.01%+769+11.0%Added
Plimoth Trust Co LLC7,604$231.5K0.05%00.0%Unchanged
Cornerstone Select Advisors, LLC7,574$230.6K0.10%+234+3.2%Added