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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 7,478 | $227.7K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 7,416 | $225.8K | 0.00% | −20,808−73.7% | Reduced |
| Profund Advisors LLC | 7,334 | $223.3K | 0.01% | −653−8.2% | Reduced |
| Everence Capital Management Inc | 7,000 | $213.0K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 6,860 | $208.9K | 0.00% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 6,682 | $203.5K | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 6,252 | $190.0K | 0.00% | −100−1.6% | Reduced |
| Tower Research Capital LLC (TRC) | 6,113 | $186.1K | 0.00% | +42+0.7% | Added |
| Eurizon Capital SGR S.p.A. | 5,764 | $178.3K | 0.00% | +342+6.3% | Added |
| St Germain D J Co Inc | 5,375 | $163.7K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,031 | $153.2K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 5,007 | $152.0K | 0.00% | −542−9.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,722 | $143.8K | 0.01% | +25+0.5% | Added |
| US Bancorp | 3,912 | $119.1K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 3,519 | $107.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,428 | $104.4K | 0.00% | +89+2.7% | Added |
| Northwestern Mutual Wealth Management Co | 3,211 | $97.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,074 | $93.6K | 0.00% | −342−10.0% | Reduced |
| Flagship Wealth Advisors, LLC | 3,000 | $91.3K | 0.02% | +3,000 | New |
| SRS Capital Advisors, Inc. | 2,955 | $90.0K | 0.00% | +2,835+2,362.5% | Added |
| Ronald Blue Trust, Inc. | 2,719 | $82.8K | 0.00% | −501−15.6% | Reduced |
| Custom Index Systems, LLC | 2,618 | $79.7K | 0.03% | +2,618 | New |
| Versant Capital Management, Inc | 2,572 | $78.3K | 0.01% | +60+2.4% | Added |
| Measured Wealth Private Client Group, LLC | 2,337 | $71.2K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,287 | $69.6K | 0.00% | +2,287 | New |
| State of Wyoming | 2,097 | $63.9K | 0.01% | +2,097 | New |
| Rockefeller Capital Management L.P. | 2,076 | $63.2K | 0.00% | −36−1.7% | Reduced |
| GAMMA Investing LLC | 1,933 | $58.9K | 0.00% | +24+1.3% | Added |
| Brown, Lisle/Cummings, Inc. | 1,893 | $57.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,409 | $44.1K | 0.00% | +330+30.6% | Added |
| Pinney & Scofield, Inc. | 1,447 | $44.0K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,430 | $43.5K | 0.00% | −1,332−48.2% | Reduced |
| Smartleaf Asset Management LLC | 1,382 | $42.7K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,399 | $42.6K | 0.00% | +16+1.2% | Added |
| New Age Alpha Advisors, LLC | 1,364 | $41.5K | 0.00% | +1,364 | New |
| Trust Co of Vermont | 1,346 | $41.0K | 0.00% | +1,346 | New |
| Public Employees Retirement System of Ohio | 1,216 | $37.0K | 0.00% | −188−13.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,140 | $34.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,042 | $32.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 966 | $29.8K | 0.00% | −159−14.1% | Reduced |
| Montag A & Associates Inc | 945 | $28.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 896 | $27.3K | 0.00% | −322−26.4% | Reduced |
| Nykredit A/S | 802 | $24.4K | 0.00% | +802 | New |
| Glen Eagle Advisors, LLC | 771 | $23.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 728 | $22.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 709 | $21.6K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 660 | $20.1K | 0.00% | +660 | New |
| LRI Investments, LLC | 605 | $18.4K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 583 | $17.8K | 0.00% | +93+19.0% | Added |
| Triumph Capital Management | 504 | $15.3K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 491 | $15.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 487 | $14.8K | 0.00% | +276+130.8% | Added |
| Umb Bank N A | 428 | $13.0K | 0.00% | +62+16.9% | Added |
| GW&K Investment Management, LLC | 410 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 373 | $11.4K | 0.00% | +156+71.9% | Added |
| Avalon Trust Co | 371 | $11.3K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 348 | $11.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 363 | $11.0K | 0.01% | +356+5,085.7% | Added |
| New England Capital Financial Advisors LLC | 351 | $10.7K | 0.00% | −262−42.7% | Reduced |
| Barrett & Company, Inc. | 336 | $10.2K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 309 | $9.41K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 280 | $8.53K | 0.00% | −663−70.3% | Reduced |
| Rothschild Investment LLC | 236 | $7.19K | 0.00% | −22−8.5% | Reduced |
| Allworth Financial LP | 233 | $7.09K | 0.00% | +5+2.2% | Added |
| True Wealth Design, LLC | 221 | $6.73K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 204 | $6.31K | 0.00% | +204 | New |
| Massmutual Trust Co FSB | 193 | $5.88K | 0.00% | −72−27.2% | Reduced |
| Los Angeles Capital Management LLC | 189 | $5.75K | 0.00% | −822−81.3% | Reduced |
| Larson Financial Group LLC | 178 | $5.42K | 0.00% | +94+111.9% | Added |
| Neo Ivy Capital Management | 152 | $4.63K | 0.00% | −7,290−98.0% | Reduced |
| Torren Management, LLC | 148 | $4.51K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 147 | $4.48K | 0.00% | +57+63.3% | Added |
| Keating Financial Advisory Services, Inc. | 110 | $3.35K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $3.04K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 85 | $2.59K | 0.00% | −44−34.1% | Reduced |
| Quarry LP | 78 | $2.38K | 0.00% | +78 | New |
| Bellevue Asset Management, LLC | 75 | $2.28K | 0.00% | +75 | New |
| Cassaday & Co Wealth Management LLC | 59 | $1.80K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 55 | $1.68K | 0.00% | −12−17.9% | Reduced |
| IFP Advisors, Inc | 50 | $1.52K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $1.46K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 45 | $1.38K | 0.00% | +45 | New |
| Evolution Advisers, Inc. | 33 | $1.00K | 0.00% | +33 | New |
| Tompkins Financial Corp | 30 | $914 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 27 | $822 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 20 | $609 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 16 | $487 | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 13 | $396 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 13 | $396 | 0.00% | +13 | New |
| Gilpin Wealth Management, LLC | 12 | $366 | 0.00% | −4−25.0% | Reduced |
| SHP Wealth Management | 10 | $305 | 0.00% | +10 | New |
| Ankerstar Wealth, LLC | 9 | $274 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $122 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 1 | $47 | 0.00% | 00.0% | Unchanged |
| 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 |