Beacon FinancialBBT
13F holders, Q2 2025 (June 30)231holders +1
30new positions
29sold out
7famous investors
$25.04avg. 13F price*
At the end of Q2 2025, 231 institutions reported holding Beacon Financial Corp. (BBT) in their 13F filings, up 1 from Q1 2025. 30 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($169.8M), Vanguard Group Inc. ($140.5M) and Fuller & Thaler Asset Management, Inc. ($68.5M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Beacon Financial Corp.
- Filed as
- BERKSHIRE HILLS BANCORP INC (Q2 2025)
- CUSIP
- 084680107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $8.1M |
| Exits | 29 | $20.0M |
All 13F filers, Q1 2025 → Q2 2025: 4,770,540 shares bought and 3,124,655 shares sold, net +1,645,885 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 231 holders
| BlackRock, Inc. | 0.00% | Reduce -1.6% | 6,781,447 | $169.8M |
| Vanguard Group Inc. | 0.00% | Add +6.7% | 5,611,235 | $140.5M |
| Fuller & Thaler Asset Management, Inc. | 0.25% | Add +48.4% | 2,734,140 | $68.5M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.2% | 2,683,916 | $67.2M |
| State Street Corp. | 0.00% | Add +4.0% | 2,393,791 | $59.9M |
| Invesco Ltd. | 0.01% | Add +10.5% | 1,498,456 | $37.5M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Add +12.7% | 1,325,189 | $33.2M |
| Geode Capital Management, LLC | 0.00% | Add +4.1% | 1,088,089 | $27.2M |
| Systematic Financial Management LP | 0.69% | Add +3.4% | 1,029,829 | $25.8M |
| Nuveen, LLC | 0.01% | Add +7.5% | 740,581 | $18.5M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +44.0% | 719,103 | $18.0M |
| Morgan Stanley | 0.00% | Reduce -7.8% | 688,420 | $17.2M |
| Wellington Management Group LLP | 0.00% | Add +50.3% | 680,768 | $17.0M |
| American Century Companies Inc. | 0.01% | Add +21.7% | 666,969 | $16.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +50.4% | 661,889 | $16.6M |
| Strategic Value Bank Partners LLC | 8.93% | Add +17.6% | 623,747 | $15.6M |
| Renaissance Technologies | 0.02% | Add +9.4% | 618,821 | $15.5M |
| Northern Trust Corp. | 0.00% | Add +6.3% | 537,725 | $13.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +8.1% | 523,336 | $13.1M |
| Two Sigma Investments, LP | 0.02% | Add +5.4% | 492,290 | $12.3M |
| Millennium Management | 0.01% | Add +34.1% | 483,721 | $12.1M |
| Bank of America Corp. | 0.00% | Add +25.4% | 466,181 | $11.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.3% | 441,483 | $11.1M |
| Two Sigma Advisers, LP | 0.02% | Add +16.4% | 405,900 | $10.2M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Add +8.3% | 375,000 | $9.4M |
| Bayview Asset Management, LLC | 8.69% | No change | 344,828 | $8.6M |
| LSV Asset Management | 0.02% | Reduce -4.2% | 343,700 | $8.6M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -27.3% | 312,385 | $7.8M |
| Ameriprise Financial Inc. | 0.00% | Add +4.0% | 297,883 | $7.5M |
| UBS Group AG | 0.00% | Add +29.9% | 287,927 | $7.2M |
| Ategra Capital Management, LLC | 5.53% | Add +297.2% | 277,904 | $7.0M |
| Basswood Capital Management, L.L.C. | 0.34% | No change | 271,519 | $6.8M |
| Bridgeway Capital Management, LLC | 0.16% | Add +2.0% | 269,845 | $6.8M |
| Maltese Capital Management LLC | 0.91% | No change | 257,500 | $6.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +68.6% | 240,521 | $6.0M |
| Voya Investment Management LLC | 0.01% | Add +2.6% | 235,369 | $5.9M |
| Principal Financial Group Inc. | 0.00% | Reduce -0.3% | 226,316 | $5.7M |
| Cubist Systematic Strategies, LLC | 0.06% | Add +1.8% | 215,203 | $5.4M |
| LPL Financial LLC | 0.00% | Add +0.4% | 207,272 | $5.2M |
| Prudential Financial Inc. | 0.01% | Add +3.0% | 204,180 | $5.1M |
| Citadel Advisors | 0.00% | Reduce -82.0% | 199,792 | $5.0M |
| Grace & White Inc. | 0.93% | No change | 199,010 | $5.0M |
| Voloridge Investment Management, LLC | 0.02% | Add +63.3% | 196,450 | $4.9M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -0.6% | 187,126 | $4.7M |
| Tudor Investment Corporation | 0.04% | Add +124.3% | 186,289 | $4.7M |
| Citigroup Inc. | 0.00% | Reduce -0.9% | 180,899 | $4.5M |
| AQR Capital Management | 0.00% | Add +27.1% | 180,540 | $4.5M |
| Jupiter Asset Management Ltd. | 0.04% | Add +15.5% | 179,753 | $4.5M |
| Glendon Capital Management LP | 0.24% | No change | 172,413 | $4.3M |
| Man Group plc | 0.01% | Add +119.3% | 157,346 | $3.9M |
| Public Sector Pension Investment Board | 0.02% | Add +7.4% | 155,306 | $3.9M |
| Empowered Funds, LLC | 0.04% | Add +3.5% | 154,845 | $3.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +64.9% | 143,278 | $3.6M |
| Kestrel Investment Management Corp. | 2.11% | Reduce -4.6% | 140,950 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.0% | 140,893 | $3.5M |
| Jacobs Asset Management, LLC | 1.97% | No change | 137,931 | $3.5M |
| Rhumbline Advisers | 0.00% | Add +6.4% | 136,509 | $3.4M |
| D. E. Shaw & Co. | 0.00% | Add +22.7% | 133,418 | $3.3M |
| Barclays PLC | 0.00% | Add +50.0% | 117,896 | $3.0M |
| Legal & General Group Plc | 0.00% | Reduce -2.6% | 117,770 | $2.9M |
| ExodusPoint Capital Management, LP | 0.04% | Reduce -80.2% | 115,489 | $2.9M |
| Campbell & CO Investment Adviser LLC | 0.16% | Add +836.5% | 103,394 | $2.6M |
| Verition Fund Management LLC | 0.01% | Reduce -44.9% | 98,842 | $2.5M |
| Swiss National Bank | 0.00% | Add +6.4% | 88,600 | $2.2M |
| Banc Funds Co. LLC | 0.33% | No change | 86,206 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +8.5% | 85,772 | $2.1M |
| EJF Capital LP | 1.70% | Reduce -52.9% | 85,374 | $2.1M |
| Rafferty Asset Management, LLC | 0.01% | Add +32.6% | 82,251 | $2.1M |
| Mendon Capital Advisors Corp. | 0.96% | New | 79,120 | $2.0M |
| Wells Fargo & Company | 0.00% | Add +139.8% | 70,900 | $1.8M |
| Marshall Wace, LLP | 0.00% | Add +40.6% | 70,569 | $1.8M |
| Quantbot Technologies LP | 0.04% | Add +98.8% | 68,579 | $1.7M |
| First Trust Advisors LP | 0.00% | Add +15.1% | 68,483 | $1.7M |
| Engineers Gate Manager LP | 0.02% | Add +28.6% | 66,950 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.7% | 64,753 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -46.2% | 64,722 | $1.6M |
| Macquarie Group Ltd. | 0.00% | No change | 54,900 | $1.4M |
| Alliancebernstein L.P. | 0.00% | Add +16.1% | 53,135 | $1.3M |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 52,480 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +103.2% | 52,167 | $1.3M |
| Dynamic Technology Lab Private Ltd | 0.17% | Add +55.3% | 51,299 | $1.3M |
| Fourthstone LLC | 0.25% | Add +25.9% | 51,000 | $1.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +354.0% | 47,204 | $1.2M |
| Deutsche Bank AG | 0.00% | Reduce -62.8% | 41,109 | $1.0M |
| California State Teachers Retirement System | 0.00% | No change | 40,185 | $1.0M |
| Wakefield Asset Management LLLP | 0.28% | Reduce -0.6% | 39,466 | $988K |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.0% | 39,232 | $982K |
| Squarepoint Ops LLC | 0.00% | New | 38,371 | $961K |
| Raymond James Financial Inc. | 0.00% | Add +29.8% | 37,656 | $943K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 35,290 | $884K |
| SummerHaven Investment Management, LLC | 0.57% | Add +1.7% | 34,882 | $873K |
| CW Advisors, LLC | 0.01% | Add +114.5% | 34,797 | $871K |
| Danske Bank A/S | 0.00% | Reduce -35.7% | 34,730 | $870K |
| Cetera Investment Advisers | 0.00% | Reduce -2.5% | 34,418 | $862K |
| Aquatic Capital Management LLC | 0.02% | Add +87.2% | 33,994 | $851K |
| Ieq Capital, LLC | 0.01% | Add +71.7% | 33,481 | $838K |
| Select Asset Management & Trust | 0.28% | No change | 32,245 | $807K |
| Comerica Bank | 0.00% | Add +20.3% | 31,811 | $797K |
| Sei Investments Co. | 0.00% | Reduce -63.5% | 31,542 | $790K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -14.4% | 29,502 | $739K |
| Intech Investment Management LLC | 0.01% | Reduce -22.1% | 29,025 | $727K |
| Integrated Quantitative Investments LLC | 0.21% | New | 28,408 | $711K |
| Norges Bank | 0.00% | Reduce -62.3% | 28,015 | $701K |
| State of Alaska, Department of Revenue | 0.01% | Add +7.5% | 27,161 | $679K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.2% | 25,478 | $638K |
| Ironwood Investment Management LLC | 0.30% | Reduce -3.7% | 24,742 | $620K |
| Illinois Municipal Retirement Fund | 0.01% | Add +4.1% | 24,405 | $611K |
| HSBC Holdings PLC | 0.00% | New | 24,011 | $604K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +8.3% | 23,694 | $593K |
| HRT Financial LP | 0.00% | New | 23,441 | $586K |
| FMR LLC | 0.00% | Reduce -50.0% | 22,249 | $557K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -0.9% | 21,300 | $533K |
| Franklin Resources Inc. | 0.00% | Reduce -41.9% | 21,162 | $530K |
| Janus Henderson Group PLC | 0.00% | No change | 20,856 | $522K |
| GAMCO Investors | 0.01% | No change | 20,825 | $521K |
| SG Americas Securities, LLC | 0.00% | Add +24.8% | 20,457 | $512K |
| Centiva Capital, LP | 0.03% | Reduce -19.3% | 19,625 | $491K |
| Twinbeech Capital LP | 0.01% | New | 18,248 | $457K |
| South Dakota Investment Council | 0.01% | No change | 18,052 | $452K |
| Callan Family Office, LLC | 0.01% | Add +77.9% | 18,007 | $451K |
| State of Wisconsin Investment Board | 0.00% | New | 17,334 | $434K |
| New York State Teachers Retirement System | 0.00% | Add +36.9% | 17,063 | $427K |
| Yousif Capital Management, LLC | 0.00% | Add +1.7% | 16,828 | $421K |
| Fagan Associates, Inc. | 0.06% | Reduce -48.4% | 16,500 | $413K |
| Sterling Capital Management LLC | 0.01% | Add +2081.5% | 16,165 | $405K |
| Jane Street Group, LLC | 0.00% | Add +3.2% | 16,087 | $403K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -38.7% | 14,916 | $373K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 14,831 | $372K |
| New York State Common Retirement Fund | 0.00% | No change | 14,187 | $355K |
| Private Advisor Group, LLC | 0.00% | Add +7.6% | 13,947 | $349K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.6% | 13,708 | $343K |
| Arizona State Retirement System | 0.00% | Add +9.8% | 13,534 | $339K |
| Graham Capital Management, L.P. | 0.01% | Reduce -75.5% | 13,529 | $339K |
| Maryland State Retirement & Pension System | 0.01% | No change | 13,304 | $333K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 13,039 | $326K |
| Amalgamated Bank | 0.00% | No change | 12,917 | $323K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 12,703 | $318K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 12,589 | $315K |
| Bank of Montreal | 0.00% | Add +0.6% | 12,334 | $309K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +7.3% | 11,716 | $293K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 11,696 | $293K |
| SlateStone Wealth, LLC | 0.03% | No change | 11,370 | $285K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +1.9% | 10,922 | $273K |
| BNP Paribas Financial Markets | 0.00% | Reduce -38.8% | 10,896 | $273K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -50.2% | 10,890 | $273K |
| Oregon Public Employees Retirement Fund | 0.00% | No change | 10,423 | $261K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -76.8% | 10,365 | $260K |
| ProShare Advisors LLC | 0.00% | Add +2.0% | 10,362 | $259K |
| Beacon Bank & Trust | 0.06% | Reduce -0.4% | 10,340 | $259K |
| Journey Strategic Wealth LLC | 0.01% | New | 10,318 | $258K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +11.3% | 10,252 | $257K |
| Great Lakes Advisors, LLC | 0.00% | New | 9,455 | $237K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.1% | 9,068 | $227K |
| KLP Kapitalforvaltning As | 0.00% | No change | 9,000 | $225K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,909 | $223K |
| DRW Securities, LLC | 0.02% | New | 8,735 | $219K |
| 111 Capital | 0.04% | New | 8,338 | $209K |
| Cerity Partners LLC | 0.00% | New | 8,326 | $208K |
| Caxton Associates LLP | 0.01% | Reduce -48.5% | 8,302 | $208K |
| PDT Partners, LLC | 0.01% | Reduce -61.0% | 8,071 | $202K |
| HBK Sorce Advisory LLC | 0.01% | No change | 8,068 | $202K |
| Victory Capital Management Inc. | 0.00% | Reduce -0.9% | 8,041 | $201K |
| Amundi | 0.00% | Reduce -56.5% | 7,596 | $201K |
| Mariner, LLC | 0.00% | New | 8,035 | $201K |
| Virtu Financial LLC | 0.01% | New | 7,980 | $200K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -72.8% | 7,787 | $195K |
| Brooklyn Investment Group | 0.03% | Add +1137.3% | 7,721 | $193K |
| Hantz Financial Services, Inc. | 0.00% | Add +2953.6% | 6,718 | $168K |
| St Germain D J Co. Inc. | 0.01% | Add +27.9% | 6,095 | $153K |
| Cwm, LLC | 0.00% | Add +27.1% | 5,607 | $140K |
| US Bancorp \de | 0.00% | No change | 5,396 | $135K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +8.3% | 4,747 | $119K |
| State of Wyoming | 0.01% | Add +19.6% | 4,653 | $117K |
| Federated Hermes, Inc. | 0.00% | No change | 4,395 | $110K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 4,100 | $103K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +114.2% | 4,033 | $101K |
| EMC Capital Management | 0.05% | New | 3,645 | $91K |
| Point72 (DIFC) Ltd | 0.01% | Reduce -43.8% | 3,486 | $87K |
| Shell Asset Management Co. | 0.00% | Reduce -10.1% | 2,998 | $75K |
| Osaic Holdings, Inc. | 0.00% | Add +20.6% | 2,100 | $53K |
| Summit Securities Group LLC | 0.02% | New | 2,056 | $51K |
| Quarry LP | 0.01% | Reduce -19.2% | 1,862 | $47K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +4077.3% | 1,838 | $46K |
| Blue Trust, Inc. | 0.00% | Add +33.1% | 1,808 | $45K |
| KBC Group NV | 0.00% | Reduce -40.0% | 1,722 | $43K |
| GAMMA Investing LLC | 0.00% | Add +180.0% | 1,683 | $42K |
| Glenmede Investment Management, LP | 0.00% | — | 1,560 | $39K |
| Meeder Asset Management Inc. | 0.00% | Add +11.8% | 1,536 | $38K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 1,387 | $35K |
| Versant Capital Management, Inc | 0.00% | Add +14.2% | 1,236 | $31K |
| TD Private Client Wealth LLC | 0.00% | No change | 1,212 | $30K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 1,140 | $29K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.0% | 1,010 | $25K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -13.9% | 957 | $24K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 875 | $22K |
| Rise Advisors, LLC | 0.01% | No change | 844 | $21K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 771 | $19K |
| Whittier Trust Co. | 0.00% | No change | 728 | $18K |
| Essential Partners LLC | 0.01% | — | 666 | $17K |
| New England Capital Financial Advisors LLC | 0.01% | Add +0.3% | 602 | $15K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 540 | $14K |
| Covestor Ltd | 0.01% | Add +10950.0% | 442 | $11K |
| Clearstead Advisors, LLC | 0.00% | New | 437 | $11K |
| GW&K Investment Management, LLC | 0.00% | Reduce -3.5% | 410 | $10K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 327 | $8K |
| Fifth Third Bancorp | 0.00% | Reduce -34.9% | 276 | $7K |
| LRI Investments, LLC | 0.00% | Add +88.3% | 258 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +92.3% | 250 | $6K |
| Bessemer Group Inc. | 0.00% | Reduce -16.8% | 233 | $6K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 229 | $6K |
| MAI Capital Management | 0.00% | New | 231 | $6K |
| True Wealth Design, LLC | 0.00% | New | 190 | $5K |
| Pinney & Scofield, Inc. | 0.00% | Add +0.5% | 185 | $5K |
| UMB Bank, n.a. | 0.00% | Add +69.8% | 163 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 126 | $3K |
| IFP Advisors, Inc | 0.00% | New | 125 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -62.9% | 104 | $3K |
| Pineridge Advisors LLC | 0.00% | No change | 94 | $2K |
| Parallel Advisors, LLC | 0.00% | Reduce -28.6% | 90 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -21.1% | 75 | $2K |
| Jones Financial Companies LLLP | 0.00% | Add +162.5% | 63 | $2K |
| Clearstead Trust, LLC | 0.00% | New | 56 | $1K |
| Geneos Wealth Management Inc. | 0.00% | New | 41 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 31 | $776 |
| Garde Capital, Inc. | 0.00% | No change | 15 | $376 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 14 | $351 |
| Bangor Savings Bank | 0.00% | Reduce -48.0% | 13 | $326 |
| Allworth Financial LP | 0.00% | New | 10 | $251 |
| Larson Financial Group LLC | 0.00% | Reduce -72.0% | 7 | $175 |
| SBI Securities Co., Ltd. | 0.00% | New | 7 | $175 |
| Huntington National Bank | 0.00% | No change | 1 | $25 |
"% of holder's portfolio" is BBT's weight in each manager's 13F, not the share of Beacon Financial Corp. the manager owns.