Beacon FinancialBBT

13F holders, Q2 2026 (June 30)
294holders +1
34new positions
33sold out
4famous investors
$30.45avg. 13F price*

At the end of Q2 2026, 294 institutions reported holding Beacon Financial Corp. (BBT) in their 13F filings, up 1 from Q1 2026. 34 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($376.6M), Vanguard Portfolio Management LLC ($158.7M) and Millennium Management ($157.3M). 4 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Beacon Financial Corp.
CUSIP
084680107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 178Q1 2024Q2 2024: 178Q2 2024Q3 2024: 188Q3 2024Q4 2024: 215Q4 2024Q1 2025: 230Q1 2025Q2 2025: 231Q2 2025Q3 2025: 278Q3 2025Q4 2025: 283Q4 2025Q1 2026: 293Q1 2026Q2 2026: 294Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions34$77.4M
Exits33$126.3M

All 13F filers, Q1 2026 → Q2 2026: 7,094,955 shares bought and 7,569,675 shares sold, net −474,720 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 294 holders

BlackRock, Inc. 0.01% Add +1.5% 12,366,226 $376.6M
Vanguard Portfolio Management LLC 0.01% Add +1.5% 5,212,012 $158.7M
Millennium Management 0.11% Add +1.1% 5,165,656 $157.3M
State Street Corp. 0.00% Add +7.9% 5,129,035 $156.2M
Dimensional Fund Advisors LP 0.03% Add +2.9% 4,955,978 $150.9M
Fuller & Thaler Asset Management, Inc. 0.33% Reduce -17.5% 3,936,942 $119.9M
Vanguard Capital Management LLC 0.00% Reduce -0.1% 3,761,172 $114.5M
Verition Fund Management LLC 0.56% Add +19.3% 2,403,149 $73.2M
HoldCo Asset Management, LP 4.42% Add +9.8% 2,263,000 $68.9M
Geode Capital Management, LLC 0.00% Add +5.7% 2,160,024 $65.8M
Morgan Stanley 0.00% Add +24.7% 1,665,977 $50.7M
Adage Capital Partners Gp, L.L.C. 0.06% Reduce -18.2% 1,493,023 $45.5M
Massachusetts Financial Services Co. 0.01% Add +5.2% 1,265,827 $38.5M
Bank of America Corp. 0.00% Add +69.9% 1,063,829 $32.4M
Nuveen, LLC 0.01% Add +23.1% 1,060,271 $32.3M
Systematic Financial Management LP 0.64% Reduce -6.0% 1,060,206 $32.3M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.3% 1,054,300 $32.1M
T. Rowe Price Investment Management, Inc. 0.02% New 1,051,210 $32.0M
Goldman Sachs Group Inc. 0.00% Reduce -33.0% 952,914 $29.0M
Northern Trust Corp. 0.00% Add +10.2% 910,859 $27.7M
American Century Companies Inc. 0.01% Add +3.6% 829,367 $25.3M
Walleye Capital LLC 0.11% New 665,525 $20.3M
Strategic Value Bank Partners LLC 13.30% No change 623,747 $19.0M
Bridgeway Capital Management, LLC 0.31% Add +8.9% 573,992 $17.5M
Vanguard Fiduciary Trust Co. 0.00% Add +4.5% 565,685 $17.2M
Bank of New York Mellon Corp 0.00% Add +2.5% 541,135 $16.5M
Hotchkis & Wiley Capital Management LLC 0.04% Add +1.2% 475,290 $14.5M
Two Sigma Investments, LP 0.01% Reduce -25.2% 470,517 $14.3M
Renaissance Technologies 0.02% Reduce -24.3% 431,740 $13.1M
Principal Financial Group Inc. 0.01% Reduce -0.3% 406,066 $12.4M
Invesco Ltd. 0.00% Reduce -9.1% 403,560 $12.3M
Glendon Capital Management LP 1.50% No change 381,184 $11.6M
Empowered Funds, LLC 0.06% Add +14.2% 377,912 $11.5M
Bayview Asset Management, LLC 8.30% Reduce -7.6% 364,828 $11.1M
Alliancebernstein L.P. 0.00% Add +48.8% 348,478 $10.5M
JPMorgan Chase & Co. 0.00% Reduce -5.2% 329,351 $10.2M
Algert Global LLC 0.12% Add +64.8% 331,312 $10.1M
Brevan Howard Capital Management LP 0.14% Add +212.5% 312,492 $9.5M
Royce & Associates LP 0.07% Reduce -4.4% 303,556 $9.2M
Public Sector Pension Investment Board 0.02% Reduce -4.0% 288,005 $8.8M
Citadel Advisors 0.01% Add +79.7% 286,141 $8.7M
UBS Group AG 0.00% Reduce -34.7% 276,826 $8.4M
SummitTX Capital, L.P. 0.22% Add +499.1% 272,767 $8.3M
Trexquant Investment LP 0.05% New 271,575 $8.3M
Ategra Capital Management, LLC 4.30% Reduce -48.0% 265,743 $8.1M
AQR Capital Management 0.00% Reduce -5.7% 237,950 $7.2M
Maltese Capital Management LLC 1.33% Reduce -9.7% 234,900 $7.2M
Mendon Capital Advisors Corp. 2.46% Add +14.3% 228,394 $7.0M
Rhumbline Advisers 0.01% Reduce -10.0% 215,603 $6.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +2.0% 215,048 $6.5M
Ameriprise Financial Inc. 0.00% Reduce -4.6% 207,997 $6.3M
Curi Capital, LLC 0.09% Add +17.7% 200,243 $6.1M
ExodusPoint Capital Management, LP 0.06% Reduce -19.5% 196,679 $6.0M
Legal & General Group Plc 0.00% Add +1.4% 189,026 $5.8M
Grace & White Inc. 0.91% No change 186,349 $5.7M
Swiss National Bank 0.00% Add +1.4% 168,656 $5.1M
Thrivent Financial for Lutherans 0.01% Add +99.0% 157,318 $4.8M
Commonwealth Equity Services, LLC 0.01% Add +1.0% 146,823 $4.5M
Congress Asset Management Co. 0.03% Add +17.1% 142,027 $4.3M
Boothbay Fund Management, LLC 0.08% Add +105.1% 132,189 $4.0M
T. Rowe Price Associates Inc. 0.00% Add +16.1% 130,623 $4.0M
EJF Capital LP 2.62% Reduce -13.3% 128,480 $3.9M
Hennessy Advisors Inc. 0.11% Add +3.6% 115,000 $3.5M
Citigroup Inc. 0.00% Add +13.7% 102,843 $3.1M
Brookstone Capital Management 0.03% New 100,119 $3.0M
California State Teachers Retirement System 0.00% Reduce -2.6% 99,200 $3.0M
Cutler Capital Management, LLC 0.94% Add +26.0% 97,306 $3.0M
Deutsche Bank AG 0.00% Add +10.4% 96,453 $2.9M
Marshall Wace, LLP 0.00% Add +520.3% 91,180 $2.8M
Prudential Financial Inc. 0.00% Add +1.4% 86,497 $2.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +13.1% 84,384 $2.6M
Quantinno Capital Management LP 0.00% Add +64.8% 81,884 $2.5M
Susquehanna Fundamental Investments, LLC 0.05% Add +231.6% 80,781 $2.5M
Wells Fargo & Company 0.00% Add +112.6% 80,023 $2.4M
CM Management, LLC 1.55% Add +100.0% 80,000 $2.4M
XTX Topco Ltd 0.03% Add +242.2% 74,212 $2.3M
New York State Teachers Retirement System 0.00% Add +1.6% 72,943 $2.2M
Segall Bryant & Hamill, LLC 0.03% New 71,225 $2.2M
Fifth Third Bancorp 0.00% Reduce -2.5% 70,512 $2.1M
PMC FIG Opportunities LLC 3.33% Add +160.1% 68,131 $2.1M
CANADA LIFE ASSURANCE Co 0.00% Reduce -3.0% 67,514 $2.1M
Corient Private Wealth LP 0.00% Add +7.1% 67,429 $2.1M
Rafferty Asset Management, LLC 0.00% Reduce -23.4% 67,313 $2.0M
Raymond James Financial Inc. 0.00% Reduce -11.1% 65,611 $2.0M
Pathstone Holdings, LLC 0.01% Reduce -3.0% 59,745 $1.8M
Vanguard Global Advisers, LLC 0.00% Reduce -2.0% 58,680 $1.8M
First Trust Advisors LP 0.00% Add +60.1% 57,307 $1.7M
Aquatic Capital Management LLC 0.06% New 56,934 $1.7M
Cerity Partners LLC 0.00% Reduce -7.0% 56,125 $1.7M
Russell Investments Group, Ltd. 0.00% Add +291.1% 55,027 $1.7M
Clarendon Private LLC 0.98% Reduce -1.4% 50,185 $1.5M
MetLife Investment Management, LLC 0.01% Add +8.9% 49,610 $1.5M
Capital Fund Management S.A. 0.01% New 49,433 $1.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +136.6% 46,350 $1.4M
Illinois Municipal Retirement Fund 0.01% Reduce -2.2% 43,644 $1.3M
Qube Research & Technologies Ltd 0.00% New 43,234 $1.3M
SG Americas Securities, LLC 0.00% Add +44.5% 42,949 $1.3M
Victory Capital Management Inc. 0.00% Add +215.6% 42,682 $1.3M
Ironwood Investment Management LLC 0.42% Add +0.0% 40,337 $1.2M
FMR LLC 0.00% Reduce -2.1% 40,283 $1.2M

"% of holder's portfolio" is BBT's weight in each manager's 13F, not the share of Beacon Financial Corp. the manager owns.

Show all 294 holders