Beacon FinancialBBT
13F holders, Q3 2025 (September 30)278holders +47
80new positions
33sold out
6famous investors
$23.75avg. 13F price*
At the end of Q3 2025, 278 institutions reported holding Beacon Financial Corp. (BBT) in their 13F filings, up 47 from Q2 2025. 80 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($286.2M), Vanguard Group Inc. ($230.2M) and Fuller & Thaler Asset Management, Inc. ($125.2M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Beacon Financial Corp.
- CUSIP
- 084680107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $92.2M |
| Exits | 33 | $42.5M |
All 13F filers, Q2 2025 → Q3 2025: 31,576,831 shares bought and 3,202,041 shares sold, net +28,374,790 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 278 holders
| BlackRock, Inc. | 0.01% | Add +78.0% | 12,072,666 | $286.2M |
| Vanguard Group Inc. | 0.00% | Add +73.0% | 9,710,123 | $230.2M |
| Fuller & Thaler Asset Management, Inc. | 0.43% | Add +93.2% | 5,282,016 | $125.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +81.8% | 4,880,729 | $115.7M |
| State Street Corp. | 0.00% | Add +80.7% | 4,325,157 | $102.5M |
| Geode Capital Management, LLC | 0.00% | Add +78.2% | 1,939,117 | $46.0M |
| Invesco Ltd. | 0.01% | Add +8.9% | 1,631,192 | $38.7M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Add +22.2% | 1,619,196 | $38.4M |
| Wellington Management Group LLP | 0.01% | Add +124.9% | 1,530,972 | $36.3M |
| American Century Companies Inc. | 0.02% | Add +127.9% | 1,519,902 | $36.0M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +104.4% | 1,470,004 | $34.9M |
| Morgan Stanley | 0.00% | Add +75.0% | 1,204,609 | $28.6M |
| Systematic Financial Management LP | 0.66% | Add +11.5% | 1,148,686 | $27.2M |
| Massachusetts Financial Services Co. | 0.01% | New | 1,146,222 | $27.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +103.0% | 1,062,431 | $25.2M |
| Hotchkis & Wiley Capital Management LLC | 0.07% | Add +142.1% | 907,952 | $21.5M |
| Northern Trust Corp. | 0.00% | Add +65.7% | 890,858 | $21.1M |
| Renaissance Technologies | 0.03% | Add +44.0% | 890,798 | $21.1M |
| Verition Fund Management LLC | 0.12% | Add +728.8% | 819,237 | $19.4M |
| Nuveen, LLC | 0.01% | Add +9.2% | 808,519 | $19.2M |
| Bank of New York Mellon Corp | 0.00% | Add +72.1% | 759,762 | $18.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.7% | 692,831 | $16.4M |
| Two Sigma Investments, LP | 0.03% | Add +37.9% | 678,973 | $16.1M |
| JPMorgan Chase & Co. | 0.00% | Add +867.9% | 626,425 | $14.9M |
| Strategic Value Bank Partners LLC | 10.52% | No change | 623,747 | $14.8M |
| Bank of America Corp. | 0.00% | Add +27.8% | 595,562 | $14.1M |
| UBS Group AG | 0.00% | Add +97.9% | 569,757 | $13.5M |
| Azora Capital LP | 0.62% | New | 564,977 | $13.4M |
| Bridgeway Capital Management, LLC | 0.25% | Add +81.2% | 488,920 | $11.6M |
| Ameriprise Financial Inc. | 0.00% | Add +63.7% | 487,628 | $11.6M |
| Ategra Capital Management, LLC | 7.69% | Add +74.1% | 483,904 | $11.5M |
| Bayview Asset Management, LLC | 8.31% | Add +32.3% | 456,144 | $10.8M |
| Principal Financial Group Inc. | 0.00% | Add +77.4% | 401,442 | $9.5M |
| AQR Capital Management | 0.01% | Add +102.6% | 365,795 | $8.7M |
| Public Sector Pension Investment Board | 0.03% | Add +108.8% | 324,247 | $7.7M |
| Two Sigma Advisers, LP | 0.02% | Reduce -21.8% | 317,342 | $7.5M |
| Empowered Funds, LLC | 0.07% | Add +87.2% | 289,919 | $6.9M |
| ExodusPoint Capital Management, LP | 0.09% | Add +134.9% | 271,237 | $6.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +83.7% | 263,209 | $6.2M |
| Rhumbline Advisers | 0.00% | Add +80.9% | 246,908 | $5.9M |
| LSV Asset Management | 0.01% | Reduce -32.0% | 233,853 | $5.5M |
| Maltese Capital Management LLC | 0.84% | Reduce -10.5% | 230,470 | $5.5M |
| Citigroup Inc. | 0.00% | Add +26.1% | 228,195 | $5.4M |
| Capitolis Liquid Global Markets LLC | 0.04% | New | 218,400 | $5.2M |
| Legal & General Group Plc | 0.00% | Add +85.0% | 217,864 | $5.2M |
| LPL Financial LLC | 0.00% | Add +4.7% | 217,011 | $5.1M |
| Citadel Advisors | 0.00% | Add +5.0% | 209,821 | $5.0M |
| Voya Investment Management LLC | 0.01% | Reduce -11.0% | 209,518 | $5.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -15.2% | 203,949 | $4.8M |
| Grace & White Inc. | 0.83% | Reduce -2.2% | 194,617 | $4.6M |
| First Trust Advisors LP | 0.00% | Add +164.1% | 180,886 | $4.3M |
| Glendon Capital Management LP | 0.22% | No change | 172,413 | $4.1M |
| Jacobs Asset Management, LLC | 2.12% | Add +18.1% | 162,931 | $3.9M |
| Swiss National Bank | 0.00% | Add +82.8% | 161,956 | $3.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.1% | 160,761 | $3.8M |
| Intech Investment Management LLC | 0.03% | Add +404.3% | 146,369 | $3.5M |
| Kestrel Investment Management Corp. | 1.88% | No change | 140,950 | $3.3M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 135,730 | $3.2M |
| M3F, Inc. | 0.89% | New | 133,121 | $3.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -0.5% | 132,755 | $3.1M |
| EJF Capital LP | 1.81% | Add +53.6% | 131,134 | $3.1M |
| Barclays PLC | 0.00% | Add +6.5% | 125,521 | $3.0M |
| AlphaQuest LLC | 0.18% | New | 114,546 | $2.7M |
| Congress Asset Management Co. | 0.02% | New | 113,113 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +70.5% | 110,374 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Add +104.4% | 108,630 | $2.6M |
| Prudential Financial Inc. | 0.00% | Reduce -48.8% | 104,516 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 103,865 | $2.5M |
| Segall Bryant & Hamill, LLC | 0.03% | New | 98,323 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Add +153.3% | 95,394 | $2.3M |
| Banc Funds Co. LLC | 0.36% | No change | 86,206 | $2.0M |
| Rafferty Asset Management, LLC | 0.01% | Add +3.0% | 84,719 | $2.0M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +56.4% | 82,085 | $1.9M |
| Fox Run Management, L.L.C. | 0.30% | New | 81,211 | $1.9M |
| New York State Teachers Retirement System | 0.00% | Add +368.8% | 79,998 | $1.9M |
| Focus Partners Wealth | 0.00% | New | 12,789 | $1.9M |
| Ieq Capital, LLC | 0.01% | Add +132.3% | 77,793 | $1.8M |
| Deutsche Bank AG | 0.00% | Add +84.5% | 75,835 | $1.8M |
| CM Management, LLC | 1.49% | New | 75,600 | $1.8M |
| California State Teachers Retirement System | 0.00% | Add +85.1% | 74,370 | $1.8M |
| Man Group plc | 0.00% | Reduce -55.5% | 69,949 | $1.7M |
| Wells Fargo & Company | 0.00% | Reduce -7.3% | 65,736 | $1.6M |
| Canton Hathaway, LLC | 0.29% | New | 63,344 | $1.5M |
| Franklin Resources Inc. | 0.00% | Add +7.2% | 22,678 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | New | 61,109 | $1.4M |
| Corient Private Wealth LP | 0.00% | New | 60,863 | $1.4M |
| Comerica Bank | 0.01% | Add +88.4% | 59,925 | $1.4M |
| Sei Investments Co. | 0.00% | Add +78.6% | 56,336 | $1.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +16.5% | 55,005 | $1.3M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -71.5% | 53,232 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +507.3% | 50,562 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | New | 47,848 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -44.5% | 47,602 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Add +332.8% | 47,162 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | New | 46,141 | $1.1M |
| Fourthstone LLC | 0.20% | Reduce -9.8% | 46,000 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | Add +79.8% | 43,875 | $1.0M |
| WINTON GROUP Ltd | 0.04% | New | 43,784 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | Add +61.5% | 43,852 | $1.0M |
| Quantbot Technologies LP | 0.03% | Reduce -36.7% | 43,415 | $1.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 41,482 | $984K |
| Campbell & CO Investment Adviser LLC | 0.07% | Reduce -60.3% | 41,060 | $974K |
| Balyasny Asset Management L.P. | 0.00% | Add +284.3% | 39,837 | $945K |
| Wakefield Asset Management LLLP | 0.25% | Reduce -0.2% | 39,374 | $934K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +52.0% | 38,735 | $918K |
| Louisiana State Employees Retirement System | 0.02% | Add +79.3% | 38,200 | $906K |
| Cetera Investment Advisers | 0.00% | Add +9.8% | 37,808 | $896K |
| Caxton Associates LLP | 0.02% | Add +354.9% | 37,764 | $895K |
| Janus Henderson Group PLC | 0.00% | Add +74.0% | 36,282 | $860K |
| NewEdge Advisors, LLC | 0.00% | Add +1.4% | 35,768 | $848K |
| STRS Ohio | 0.00% | New | 35,700 | $846K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +45.4% | 34,440 | $817K |
| Millennium Management | 0.00% | Reduce -93.0% | 33,965 | $805K |
| State of Tennessee, Department of Treasury | 0.00% | Add +206.9% | 33,424 | $792K |
| Select Asset Management & Trust | 0.24% | No change | 32,245 | $764K |
| Captrust Financial Advisors | 0.00% | New | 31,278 | $742K |
| HighTower Advisors, LLC | 0.00% | New | 31,027 | $736K |
| FMR LLC | 0.00% | Add +37.9% | 30,689 | $728K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Add +140.4% | 30,539 | $724K |
| Cwm, LLC | 0.00% | Add +415.7% | 28,915 | $686K |
| SG Americas Securities, LLC | 0.00% | Add +40.9% | 28,823 | $683K |
| Russell Investments Group, Ltd. | 0.00% | Add +259.7% | 28,011 | $664K |
| Jain Global LLC | 0.01% | New | 27,956 | $663K |
| Parsons Capital Management Inc. | 0.04% | New | 27,904 | $662K |
| Hennessy Advisors Inc. | 0.02% | New | 27,300 | $647K |
| Dynamic Technology Lab Private Ltd | 0.11% | Reduce -48.9% | 26,204 | $621K |
| Entropy Technologies, LP | 0.05% | New | 26,155 | $620K |
| Yousif Capital Management, LLC | 0.01% | Add +52.1% | 25,593 | $607K |
| Freestone Grove Partners LP | 0.00% | New | 25,581 | $607K |
| Danske Bank A/S | 0.00% | Reduce -27.3% | 25,258 | $599K |
| KLP Kapitalforvaltning As | 0.00% | Add +179.1% | 25,118 | $596K |
| Arizona State Retirement System | 0.00% | Add +83.0% | 24,768 | $587K |
| HRT Financial LP | 0.00% | Add +5.3% | 24,672 | $584K |
| Macquarie Group Ltd. | 0.00% | Reduce -55.2% | 24,600 | $583K |
| Ironwood Investment Management LLC | 0.25% | Reduce -0.8% | 24,541 | $582K |
| New York State Common Retirement Fund | 0.00% | Add +72.6% | 24,488 | $581K |
| Amalgamated Bank | 0.00% | Add +85.7% | 23,985 | $569K |
| MQS Management LLC | 0.33% | New | 23,938 | $568K |
| Royal Bank of Canada | 0.00% | Reduce -54.2% | 23,881 | $566K |
| GAMCO Investors | 0.01% | Add +14.4% | 23,825 | $565K |
| Mariner, LLC | 0.00% | Add +195.2% | 23,721 | $562K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | New | 23,682 | $562K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Add +57.8% | 23,406 | $555K |
| Osaic Holdings, Inc. | 0.00% | Add +994.3% | 22,980 | $550K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +83.2% | 23,058 | $547K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +124.9% | 23,056 | $547K |
| Jump Financial, LLC | 0.01% | New | 22,460 | $533K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +80.7% | 21,172 | $502K |
| Quantinno Capital Management LP | 0.00% | New | 21,055 | $499K |
| Arax Advisory Partners | 0.01% | New | 20,560 | $487K |
| Private Advisor Group, LLC | 0.00% | Add +44.1% | 20,100 | $477K |
| Mendon Capital Advisors Corp. | 0.22% | Reduce -74.7% | 20,000 | $474K |
| Beese Fulmer Investment Management, Inc. | 0.03% | Add +61.6% | 18,905 | $448K |
| Teacher Retirement System of Texas | 0.00% | New | 18,756 | $445K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +79.7% | 18,727 | $444K |
| Brevan Howard Capital Management LP | 0.01% | New | 18,180 | $431K |
| Engineers Gate Manager LP | 0.00% | Reduce -73.5% | 17,777 | $421K |
| Callan Family Office, LLC | 0.01% | Reduce -1.5% | 17,733 | $420K |
| Moors & Cabot, Inc. | 0.02% | New | 17,320 | $411K |
| PNC Financial Services Group, Inc. | 0.00% | Add +23.6% | 16,945 | $402K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +13.2% | 16,891 | $400K |
| First Manhattan Co. Llc. | 0.00% | New | 16,673 | $395K |
| Choreo, LLC | 0.01% | New | 16,344 | $388K |
| ProShare Advisors LLC | 0.00% | Add +51.5% | 15,701 | $372K |
| South Dakota Investment Council | 0.01% | Reduce -13.8% | 15,552 | $369K |
| Twinbeech Capital LP | 0.01% | Reduce -15.0% | 15,510 | $368K |
| Mercer Global Advisors Inc. | 0.00% | New | 15,083 | $358K |
| Cutler Capital Management, LLC | 0.14% | New | 14,957 | $355K |
| World Investment Advisors | 0.01% | New | 14,879 | $353K |
| Amundi | 0.00% | Add +92.0% | 14,582 | $353K |
| Hantz Financial Services, Inc. | 0.01% | Add +114.9% | 14,440 | $342K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 14,037 | $333K |
| Stifel Financial Corp. | 0.00% | New | 13,598 | $322K |
| Royce & Associates LP | 0.00% | New | 13,469 | $319K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -66.3% | 13,229 | $314K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.4% | 13,093 | $310K |
| Victory Capital Management Inc. | 0.00% | Add +61.2% | 12,960 | $307K |
| State of Wisconsin Investment Board | 0.00% | Reduce -27.5% | 12,569 | $298K |
| Creative Planning | 0.00% | New | 12,540 | $297K |
| Counterpoint Mutual Funds LLC | 0.02% | New | 12,229 | $290K |
| Aigen Investment Management, LP | 0.04% | New | 12,218 | $290K |
| Janney Montgomery Scott LLC | 0.00% | New | 12,171 | $289K |
| SlateStone Wealth, LLC | 0.02% | Add +6.8% | 12,137 | $288K |
| AXA Investment Managers S.A. | 0.00% | — | 12,132 | $288K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -10.2% | 11,951 | $283K |
| Bank of Montreal | 0.00% | Reduce -5.0% | 11,712 | $278K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 11,479 | $277K |
| Great Lakes Advisors, LLC | 0.00% | Add +18.2% | 11,177 | $265K |
| Integrated Wealth Concepts LLC | 0.00% | New | 11,087 | $263K |
| Neuberger Berman Group LLC | 0.00% | Add +16.2% | 10,536 | $250K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -4.6% | 10,417 | $247K |
| Pictet Asset Management Holding SA | 0.00% | New | 10,108 | $240K |
| Savant Capital, LLC | 0.00% | New | 10,070 | $239K |
| Slocum, Gordon & Co LLP | 0.18% | New | 9,696 | $230K |
| Mutual of America Capital Management LLC | 0.00% | New | 9,312 | $221K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,909 | $211K |
| CIBC Bancorp USA Inc. | 0.00% | — | 8,888 | $211K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -70.5% | 8,702 | $206K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.3% | 8,089 | $202K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 8,500 | $202K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +46.8% | 6,966 | $165K |
| EMC Capital Management | 0.07% | Add +77.2% | 6,458 | $153K |
| St Germain D J Co. Inc. | 0.01% | No change | 6,095 | $145K |
| Sterling Capital Management LLC | 0.00% | Reduce -64.3% | 5,773 | $137K |
| US Bancorp \de | 0.00% | Add +1.3% | 5,464 | $130K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 5,031 | $121K |
| State of Wyoming | 0.01% | Add +9.5% | 5,093 | $121K |
| Measured Wealth Private Client Group, LLC | 0.03% | New | 4,688 | $111K |
| Neo Ivy Capital Management | 0.03% | New | 4,630 | $110K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.2% | 4,558 | $108K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +6.4% | 4,291 | $102K |
| Aquatic Capital Management LLC | 0.00% | Reduce -89.7% | 3,515 | $83K |
| KBC Group NV | 0.00% | Add +104.4% | 3,519 | $83K |
| Farther Finance Advisors, LLC | 0.00% | Add +220.1% | 3,233 | $77K |
| Blue Trust, Inc. | 0.00% | Add +76.3% | 3,187 | $76K |
| Shell Asset Management Co. | 0.01% | Add +5.4% | 3,160 | $75K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +69.9% | 3,123 | $74K |
| Versant Capital Management, Inc | 0.01% | Add +95.4% | 2,415 | $57K |
| GAMMA Investing LLC | 0.00% | Add +31.9% | 2,220 | $53K |
| Brown, Lisle/Cummings, Inc. | 0.01% | New | 1,893 | $45K |
| Nisa Investment Advisors, LLC | 0.00% | Add +83.2% | 1,603 | $38K |
| Essential Partners LLC | 0.01% | Add +131.8% | 1,544 | $37K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +10.7% | 1,536 | $36K |
| Pinney & Scofield, Inc. | 0.02% | Add +682.2% | 1,447 | $34K |
| Smartleaf Asset Management LLC | 0.00% | Add +48.8% | 1,424 | $34K |
| NBT Bank, N.A. | 0.00% | New | 1,352 | $32K |
| TD Private Client Wealth LLC | 0.00% | No change | 1,212 | $29K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 1,140 | $27K |
| Salomon & Ludwin, LLC | 0.00% | New | 1,114 | $27K |
| Montag A & Associates Inc. | 0.00% | New | 945 | $22K |
| Rise Advisors, LLC | 0.01% | Add +2.4% | 864 | $20K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 846 | $20K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 771 | $18K |
| Whittier Trust Co. | 0.00% | No change | 728 | $17K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +116.8% | 709 | $17K |
| Clearstead Advisors, LLC | 0.00% | Add +55.6% | 680 | $16K |
| Bessemer Group Inc. | 0.00% | Add +197.0% | 692 | $16K |
| Quarry LP | 0.00% | Reduce -66.9% | 617 | $15K |
| New England Capital Financial Advisors LLC | 0.01% | Add +0.5% | 605 | $14K |
| LRI Investments, LLC | 0.00% | Add +117.0% | 560 | $13K |
| Fifth Third Bancorp | 0.00% | Add +98.2% | 547 | $13K |
| Meeder Asset Management Inc. | 0.00% | Reduce -65.2% | 534 | $13K |
| Coastline Trust Co | 0.00% | New | 491 | $12K |
| Allworth Financial LP | 0.00% | Add +4720.0% | 482 | $11K |
| Global Retirement Partners, LLC | 0.00% | New | 453 | $11K |
| Wealthspire Advisors, LLC | 0.00% | New | 443 | $11K |
| Huntington National Bank | 0.00% | Add +42500.0% | 426 | $10K |
| GW&K Investment Management, LLC | 0.00% | No change | 410 | $10K |
| True Wealth Design, LLC | 0.00% | Add +111.6% | 402 | $10K |
| Rothschild Investment LLC | 0.00% | Add +418.7% | 389 | $9K |
| UMB Bank, n.a. | 0.00% | Add +127.0% | 370 | $9K |
| Barrett & Company, Inc. | 0.00% | New | 336 | $8K |
| Optiver Holding B.V. | 0.00% | New | 333 | $8K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 278 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +11.2% | 278 | $7K |
| Parallel Advisors, LLC | 0.00% | Add +126.7% | 204 | $5K |
| Rockefeller Capital Management L.P. | 0.00% | New | 168 | $4K |
| IFP Advisors, Inc | 0.00% | Add +20.8% | 151 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 126 | $3K |
| PenderFund Capital Management Ltd. | 0.00% | New | 116 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 104 | $2K |
| Larson Financial Group LLC | 0.00% | Add +1057.1% | 81 | $2K |
| Quadrant Capital Group LLC | 0.00% | New | 78 | $2K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 77 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 66 | $2K |
| Clearstead Trust, LLC | 0.00% | Add +17.9% | 66 | $2K |
| Jones Financial Companies LLLP | 0.00% | No change | 63 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +83.9% | 57 | $1K |
| Covestor Ltd | 0.00% | Reduce -94.1% | 26 | $1K |
| Tompkins Financial Corp. | 0.00% | New | 30 | $711 |
| Financial Consulate, Inc. | 0.00% | New | 17 | $404 |
| Signaturefd, LLC | 0.00% | New | 15 | $356 |
| Raffa Wealth Management, LLC | 0.00% | New | 13 | $308 |
| Bangor Savings Bank | 0.00% | No change | 13 | $308 |
| Johnson Financial Group, Inc. | 0.00% | New | 8 | $190 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -85.7% | 1 | $24 |
| Avion Wealth | 0.00% | New | 21 | $0 |
| Hemington Wealth Management | 0.00% | New | 5 | $0 |
"% of holder's portfolio" is BBT's weight in each manager's 13F, not the share of Beacon Financial Corp. the manager owns.