Beacon FinancialBBT
13F holders, Q4 2025 (December 31)283holders +5
43new positions
46sold out
6famous investors
$26.37avg. 13F price*
At the end of Q4 2025, 283 institutions reported holding Beacon Financial Corp. (BBT) in their 13F filings, up 5 from Q3 2025. 43 opened new positions and 46 sold out. The largest holders were BlackRock, Inc. ($326.0M), Vanguard Group Inc. ($253.2M) and State Street Corp. ($133.3M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management'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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $99.9M |
| Exits | 46 | $84.7M |
All 13F filers, Q3 2025 → Q4 2025: 12,576,077 shares bought and 9,241,549 shares sold, net +3,334,528 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 283 holders
| BlackRock, Inc. | 0.01% | Add +2.4% | 12,363,035 | $326.0M |
| Vanguard Group Inc. | 0.00% | Reduce -1.1% | 9,603,540 | $253.2M |
| State Street Corp. | 0.00% | Add +16.9% | 5,054,040 | $133.3M |
| Fuller & Thaler Asset Management, Inc. | 0.43% | Reduce -7.6% | 4,878,380 | $128.6M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -0.1% | 4,875,511 | $128.6M |
| Azora Capital LP | 5.20% | Add +454.5% | 3,133,051 | $82.6M |
| Verition Fund Management LLC | 0.34% | Add +177.2% | 2,270,482 | $59.9M |
| HoldCo Asset Management, LP | 4.09% | New | 2,061,000 | $54.3M |
| Adage Capital Partners Gp, L.L.C. | 0.08% | Add +25.8% | 2,036,828 | $53.7M |
| Geode Capital Management, LLC | 0.00% | Add +2.3% | 1,983,571 | $52.3M |
| Morgan Stanley | 0.00% | Add +30.0% | 1,565,804 | $41.3M |
| Massachusetts Financial Services Co. | 0.01% | Add +16.7% | 1,337,669 | $35.3M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -12.6% | 1,285,066 | $33.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +84.1% | 1,275,279 | $33.6M |
| Systematic Financial Management LP | 0.71% | Reduce -0.7% | 1,140,629 | $30.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.3% | 1,118,341 | $29.5M |
| American Century Companies Inc. | 0.01% | Reduce -41.4% | 890,144 | $23.5M |
| Northern Trust Corp. | 0.00% | Reduce -7.9% | 820,399 | $21.6M |
| Renaissance Technologies | 0.03% | Reduce -10.5% | 797,158 | $21.0M |
| Nuveen, LLC | 0.00% | Reduce -11.7% | 714,103 | $18.8M |
| UBS Group AG | 0.00% | Add +25.2% | 713,489 | $18.8M |
| Millennium Management | 0.01% | Add +1834.3% | 656,993 | $17.3M |
| Strategic Value Bank Partners LLC | 11.26% | No change | 623,747 | $16.4M |
| Bank of America Corp. | 0.00% | Add +2.9% | 612,855 | $16.2M |
| Two Sigma Investments, LP | 0.02% | Reduce -16.7% | 565,605 | $14.9M |
| Bayview Asset Management, LLC | 12.94% | Add +19.4% | 544,828 | $14.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -28.4% | 543,684 | $14.3M |
| Ategra Capital Management, LLC | 7.71% | Add +5.7% | 511,288 | $13.5M |
| Bridgeway Capital Management, LLC | 0.28% | Add +3.9% | 507,886 | $13.4M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Reduce -44.9% | 500,742 | $13.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -26.9% | 458,033 | $12.1M |
| Invesco Ltd. | 0.00% | Reduce -72.6% | 447,603 | $11.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.4% | 399,888 | $10.5M |
| Glendon Capital Management LP | 0.60% | Add +121.1% | 381,184 | $10.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -26.0% | 360,815 | $9.5M |
| Citadel Advisors | 0.01% | Add +59.4% | 334,363 | $8.8M |
| Nearwater Capital Markets, Ltd | 0.15% | New | 329,500 | $8.7M |
| Royce & Associates LP | 0.08% | Add +2252.5% | 316,854 | $8.4M |
| Public Sector Pension Investment Board | 0.03% | Reduce -10.4% | 290,374 | $7.7M |
| Thompson Siegel & Walmsley LLC | 0.12% | New | 261,325 | $6.9M |
| AQR Capital Management | 0.00% | Reduce -31.0% | 252,240 | $6.7M |
| Rhumbline Advisers | 0.01% | Reduce -5.3% | 233,891 | $6.2M |
| Maltese Capital Management LLC | 1.05% | Reduce -4.5% | 220,000 | $5.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +6.5% | 217,199 | $5.7M |
| LPL Financial LLC | 0.00% | Reduce -0.4% | 216,193 | $5.7M |
| Voloridge Investment Management, LLC | 0.02% | New | 209,293 | $5.5M |
| Legal & General Group Plc | 0.00% | Reduce -6.4% | 203,893 | $5.4M |
| Voya Investment Management LLC | 0.01% | Reduce -6.1% | 196,666 | $5.2M |
| Grace & White Inc. | 0.89% | Reduce -4.3% | 186,349 | $4.9M |
| Barclays PLC | 0.00% | Add +44.7% | 181,604 | $4.8M |
| Swiss National Bank | 0.00% | Add +2.7% | 166,256 | $4.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -42.4% | 151,543 | $4.0M |
| EJF Capital LP | 2.19% | Add +11.7% | 146,451 | $3.9M |
| Rafferty Asset Management, LLC | 0.01% | Add +72.0% | 145,749 | $3.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -13.0% | 139,837 | $3.7M |
| Ruffer LLP | 0.16% | New | 130,048 | $3.4M |
| Citigroup Inc. | 0.00% | Reduce -43.5% | 128,884 | $3.4M |
| Alliancebernstein L.P. | 0.00% | Add +8.0% | 117,349 | $3.1M |
| Jefferies Financial Group Inc. | 0.03% | New | 115,569 | $3.0M |
| ExodusPoint Capital Management, LP | 0.03% | Reduce -57.8% | 114,499 | $3.0M |
| Mendon Capital Advisors Corp. | 1.10% | Add +432.0% | 106,393 | $2.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -4.7% | 105,218 | $2.8M |
| Congress Asset Management Co. | 0.02% | Reduce -8.0% | 104,025 | $2.7M |
| AlphaQuest LLC | 0.15% | Reduce -11.8% | 101,026 | $2.7M |
| Wells Fargo & Company | 0.00% | Add +49.3% | 98,136 | $2.6M |
| Curi Capital, LLC | 0.04% | New | 87,182 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.2% | 84,754 | $2.2M |
| California State Teachers Retirement System | 0.00% | Add +7.5% | 79,940 | $2.1M |
| New York State Teachers Retirement System | 0.00% | Reduce -1.0% | 79,182 | $2.1M |
| Prudential Financial Inc. | 0.00% | Reduce -24.8% | 78,587 | $2.1M |
| Deutsche Bank AG | 0.00% | Add +2.0% | 77,368 | $2.0M |
| Artemis Investment Management LLP | 0.02% | New | 72,849 | $1.9M |
| Comerica Bank | 0.01% | Add +18.1% | 70,791 | $1.9M |
| Segall Bryant & Hamill, LLC | 0.03% | Reduce -28.8% | 69,985 | $1.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -15.2% | 69,635 | $1.8M |
| Cutler Capital Management, LLC | 0.67% | Add +362.6% | 69,183 | $1.8M |
| Hennessy Advisors Inc. | 0.06% | Add +138.1% | 65,000 | $1.7M |
| Corient Private Wealth LP | 0.00% | Add +2.9% | 62,645 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +0.9% | 61,658 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +16.6% | 58,975 | $1.6M |
| Jain Global LLC | 0.02% | Add +110.0% | 58,697 | $1.5M |
| Edgestream Partners, L.P. | 0.04% | New | 57,052 | $1.5M |
| Fox Run Management, L.L.C. | 0.22% | Reduce -34.0% | 53,642 | $1.4M |
| HSBC Holdings PLC | 0.00% | New | 50,729 | $1.3M |
| Quantbot Technologies LP | 0.04% | Add +16.8% | 50,710 | $1.3M |
| North Reef Capital Management LP | 0.05% | New | 50,344 | $1.3M |
| SG Americas Securities, LLC | 0.00% | Add +68.2% | 48,467 | $1.3M |
| CM Management, LLC | 1.07% | Reduce -36.1% | 48,300 | $1.3M |
| Walleye Capital LLC | 0.01% | New | 47,895 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | No change | 47,848 | $1.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -13.6% | 47,507 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -1.3% | 46,982 | $1.2M |
| Canton Hathaway, LLC | 0.24% | Reduce -26.0% | 46,864 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -66.7% | 45,183 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Add +2.0% | 44,730 | $1.2M |
| WINTON GROUP Ltd | 0.04% | Add +0.8% | 44,112 | $1.2M |
| SummitTX Capital, L.P. | 0.04% | New | 43,967 | $1.2M |
| Occudo Quantitative Strategies LP | 0.08% | New | 43,365 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -1.2% | 43,354 | $1.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -2.2% | 40,577 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.1% | 38,703 | $1.0M |
| FMR LLC | 0.00% | Add +25.4% | 38,497 | $1.0M |
| Louisiana State Employees Retirement System | 0.02% | Add +0.5% | 38,400 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +7.9% | 37,153 | $980K |
| Janus Henderson Group PLC | 0.00% | No change | 36,282 | $956K |
| NewEdge Advisors, LLC | 0.00% | Add +1.4% | 36,258 | $956K |
| D. E. Shaw & Co. | 0.00% | Reduce -73.7% | 34,875 | $920K |
| Quantinno Capital Management LP | 0.00% | Add +65.5% | 34,850 | $919K |
| Royal Bank of Canada | 0.00% | Add +44.0% | 34,388 | $907K |
| Cetera Investment Advisers | 0.00% | Reduce -12.2% | 33,185 | $875K |
| Dark Forest Capital Management LP | 0.04% | New | 30,896 | $815K |
| STRS Ohio | 0.00% | Reduce -17.6% | 29,400 | $775K |
| New York State Common Retirement Fund | 0.00% | Add +16.3% | 28,488 | $751K |
| Intech Investment Management LLC | 0.01% | Reduce -80.7% | 28,293 | $746K |
| First Trust Advisors LP | 0.00% | Reduce -84.5% | 28,051 | $740K |
| Parsons Capital Management Inc. | 0.04% | No change | 27,904 | $736K |
| Squarepoint Ops LLC | 0.00% | New | 27,881 | $735K |
| Captrust Financial Advisors | 0.00% | Reduce -11.6% | 27,642 | $729K |
| Freestone Grove Partners LP | 0.01% | Add +7.9% | 27,612 | $728K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.9% | 27,471 | $724K |
| Select Asset Management & Trust | 0.21% | Reduce -19.1% | 26,101 | $688K |
| Sei Investments Co. | 0.00% | Reduce -53.8% | 26,007 | $686K |
| Ironwood Investment Management LLC | 0.27% | Reduce -0.2% | 24,488 | $646K |
| Amalgamated Bank | 0.00% | Add +0.7% | 24,161 | $637K |
| GAMCO Investors | 0.01% | No change | 23,825 | $628K |
| Ieq Capital, LLC | 0.00% | Reduce -69.5% | 23,764 | $627K |
| Arizona State Retirement System | 0.00% | Reduce -5.4% | 23,421 | $618K |
| Yousif Capital Management, LLC | 0.01% | Reduce -12.2% | 22,481 | $616K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 23,058 | $608K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 23,056 | $608K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.3% | 21,991 | $580K |
| Private Advisor Group, LLC | 0.00% | Add +3.6% | 20,819 | $549K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -11.2% | 20,783 | $548K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -1.9% | 20,773 | $548K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -48.4% | 20,548 | $542K |
| Amundi | 0.00% | Add +38.4% | 20,183 | $532K |
| Engineers Gate Manager LP | 0.01% | Add +13.2% | 20,119 | $531K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -44.5% | 18,559 | $526K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +16.0% | 19,591 | $517K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +2.7% | 19,227 | $507K |
| Two Sigma Advisers, LP | 0.00% | Reduce -94.0% | 18,900 | $498K |
| Franklin Resources Inc. | 0.00% | Reduce -16.9% | 18,852 | $497K |
| Callan Family Office, LLC | 0.01% | Add +3.3% | 18,311 | $483K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -28.3% | 18,018 | $475K |
| BNP Paribas Financial Markets | 0.00% | Reduce -62.2% | 17,836 | $470K |
| DGS Capital Management, LLC | 0.08% | New | 17,088 | $451K |
| Moors & Cabot, Inc. | 0.02% | Reduce -2.2% | 16,936 | $447K |
| JMN Financial LLC | 0.44% | — | 16,855 | $444K |
| First Manhattan Co. Llc. | 0.00% | No change | 16,673 | $440K |
| ProShare Advisors LLC | 0.00% | Add +3.3% | 16,216 | $428K |
| DRW Securities, LLC | 0.03% | New | 16,026 | $423K |
| Cwm, LLC | 0.00% | Reduce -45.4% | 15,788 | $416K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -62.8% | 15,282 | $403K |
| Watershed Asset Management, L.L.C. | 0.38% | — | 15,229 | $402K |
| World Investment Advisors | 0.01% | Add +0.1% | 14,892 | $393K |
| Profund Advisors LLC | 0.01% | New | 14,756 | $389K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +847.3% | 14,550 | $384K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.3% | 14,515 | $383K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.0% | 14,336 | $378K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 13,929 | $367K |
| Choreo, LLC | 0.00% | Reduce -17.4% | 13,496 | $358K |
| South Dakota Investment Council | 0.01% | Reduce -12.9% | 13,552 | $357K |
| Teacher Retirement System of Texas | 0.00% | Reduce -27.9% | 13,529 | $357K |
| Polymer Capital Management (US) LLC | 0.04% | New | 13,132 | $346K |
| Victory Capital Management Inc. | 0.00% | Reduce -0.5% | 12,901 | $340K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -45.7% | 12,858 | $339K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Add +50.6% | 12,800 | $338K |
| Stifel Financial Corp. | 0.00% | Reduce -7.6% | 12,567 | $331K |
| Maryland State Retirement & Pension System | 0.01% | Add +3.2% | 12,336 | $325K |
| SlateStone Wealth, LLC | 0.03% | No change | 12,137 | $320K |
| Pictet Asset Management Holding SA | 0.00% | Add +19.9% | 12,114 | $319K |
| Bank of Montreal | 0.00% | Add +2.9% | 12,054 | $318K |
| Neuberger Berman Group LLC | 0.00% | Add +10.2% | 11,615 | $306K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.3% | 11,403 | $301K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 10,843 | $286K |
| HighTower Advisors, LLC | 0.00% | Reduce -65.1% | 10,829 | $286K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Reduce -43.5% | 10,674 | $281K |
| Counterpoint Mutual Funds LLC | 0.02% | Reduce -13.1% | 10,632 | $280K |
| Financial Planning Hawaii, Inc. | 0.16% | — | 10,380 | $274K |
| VARCOV Co. | 0.11% | — | 10,318 | $272K |
| Creative Planning | 0.00% | Reduce -17.9% | 10,300 | $272K |
| Inceptionr LLC | 0.07% | New | 10,246 | $270K |
| Mariner, LLC | 0.00% | Reduce -57.9% | 9,994 | $264K |
| Slocum, Gordon & Co LLP | 0.19% | No change | 9,696 | $256K |
| HBK Sorce Advisory LLC | 0.01% | No change | 8,089 | $255K |
| Mutual of America Capital Management LLC | 0.00% | Add +3.0% | 9,590 | $253K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -21.1% | 9,056 | $244K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -11.6% | 9,214 | $243K |
| Mirabella Financial Services LLP | 0.02% | New | 8,964 | $236K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,909 | $235K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -21.6% | 8,758 | $231K |
| CIBC Asset Management Inc | 0.00% | New | 8,484 | $224K |
| Aquatic Capital Management LLC | 0.01% | Add +140.5% | 8,454 | $223K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -8.0% | 8,002 | $211K |
| Kestra Advisory Services, LLC | 0.00% | New | 7,997 | $211K |
| Joel Isaacson & Co., LLC | 0.01% | New | 7,844 | $207K |
| Beacon Bank & Trust | 0.04% | New | 7,840 | $207K |
| Journey Strategic Wealth LLC | 0.01% | New | 7,735 | $204K |
| Mayflower Financial Advisors, LLC | 0.02% | New | 7,720 | $204K |
| Plimoth Trust Co. LLC | 0.04% | New | 7,604 | $201K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 6,966 | $184K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 5,849 | $155K |
| EMC Capital Management | 0.06% | Reduce -15.0% | 5,489 | $145K |
| US Bancorp \de | 0.00% | No change | 5,464 | $144K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 5,031 | $143K |
| St Germain D J Co. Inc. | 0.01% | Reduce -11.8% | 5,375 | $142K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -66.4% | 4,847 | $128K |
| Sterling Capital Management LLC | 0.00% | Reduce -16.3% | 4,831 | $127K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 4,608 | $122K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 4,558 | $120K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -17.2% | 3,552 | $94K |
| KBC Group NV | 0.00% | No change | 3,519 | $93K |
| Measured Wealth Private Client Group, LLC | 0.02% | Reduce -27.6% | 3,392 | $89K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.9% | 3,391 | $89K |
| Blue Trust, Inc. | 0.00% | Reduce -9.2% | 2,895 | $76K |
| Versant Capital Management, Inc | 0.01% | No change | 2,415 | $64K |
| Nisa Investment Advisors, LLC | 0.00% | Add +40.7% | 2,256 | $59K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 1,893 | $50K |
| Smartleaf Asset Management LLC | 0.00% | Add +16.1% | 1,654 | $44K |
| GAMMA Investing LLC | 0.00% | Reduce -27.2% | 1,616 | $43K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -88.1% | 1,575 | $42K |
| Pinney & Scofield, Inc. | 0.02% | No change | 1,447 | $38K |
| NBT Bank, N.A. | 0.00% | Add +1.3% | 1,369 | $36K |
| Trust Co. of Vermont | 0.00% | New | 1,346 | $35K |
| Torren Management, LLC | 0.02% | — | 1,336 | $35K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -59.0% | 1,281 | $34K |
| Rockefeller Capital Management L.P. | 0.00% | Add +622.0% | 1,213 | $32K |
| TD Private Client Wealth LLC | 0.00% | No change | 1,212 | $32K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 1,140 | $30K |
| Montag A & Associates Inc. | 0.00% | No change | 945 | $25K |
| Essential Partners LLC | 0.01% | Reduce -39.6% | 932 | $25K |
| Los Angeles Capital Management LLC | 0.00% | New | 1,011 | $24K |
| Bessemer Group Inc. | 0.00% | Add +25.3% | 867 | $23K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 771 | $20K |
| Whittier Trust Co. | 0.00% | No change | 728 | $20K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 709 | $19K |
| New England Capital Financial Advisors LLC | 0.01% | Add +0.7% | 609 | $16K |
| Danske Bank A/S | 0.00% | Reduce -97.6% | 600 | $16K |
| Fifth Third Bancorp | 0.00% | Add +8.6% | 594 | $16K |
| LRI Investments, LLC | 0.00% | No change | 560 | $15K |
| Pinnacle Holdings, LLC | 0.01% | New | 540 | $14K |
| Global Retirement Partners, LLC | 0.00% | Add +19.2% | 540 | $14K |
| Triumph Capital Management | 0.00% | New | 504 | $13K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -56.0% | 490 | $13K |
| Sound Income Strategies, LLC | 0.00% | New | 478 | $13K |
| Coastline Trust Co | 0.00% | No change | 491 | $13K |
| GW&K Investment Management, LLC | 0.00% | No change | 410 | $11K |
| UMB Bank, n.a. | 0.00% | Reduce -7.8% | 341 | $9K |
| Barrett & Company, Inc. | 0.00% | No change | 336 | $9K |
| Vision Retirement, LLC | 0.00% | — | 309 | $8K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 300 | $8K |
| DV Trading LLC | 0.00% | — | 300 | $8K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.8% | 273 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -4.7% | 265 | $7K |
| Rothschild Investment LLC | 0.00% | Reduce -41.9% | 226 | $6K |
| True Wealth Design, LLC | 0.00% | Reduce -45.0% | 221 | $6K |
| Allworth Financial LP | 0.00% | Reduce -55.6% | 214 | $6K |
| Huntington National Bank | 0.00% | Reduce -50.5% | 211 | $6K |
| Signaturefd, LLC | 0.00% | Add +893.3% | 149 | $4K |
| Parkside Financial Bank & Trust | 0.00% | Add +24.0% | 129 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 126 | $3K |
| PenderFund Capital Management Ltd. | 0.00% | No change | 116 | $3K |
| Parallel Advisors, LLC | 0.00% | Reduce -49.5% | 103 | $3K |
| Arax Advisory Partners | 0.00% | Reduce -99.6% | 81 | $2K |
| Quadrant Capital Group LLC | 0.00% | No change | 78 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | New | 70 | $2K |
| Jones Financial Companies LLLP | 0.00% | No change | 63 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -8.8% | 52 | $1K |
| IFP Advisors, Inc | 0.00% | Reduce -66.9% | 50 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 44 | $1K |
| Larson Financial Group LLC | 0.00% | Reduce -50.6% | 40 | $1K |
| Tompkins Financial Corp. | 0.00% | No change | 30 | $791 |
| CIBC Private Wealth Group LLC | 0.00% | New | 19 | $501 |
| Cedar Mountain Advisors, LLC | 0.00% | New | 16 | $422 |
| MAI Capital Management | 0.00% | New | 15 | $396 |
| Raffa Wealth Management, LLC | 0.00% | No change | 13 | $343 |
| Bangor Savings Bank | 0.00% | No change | 13 | $343 |
| Clearstead Advisors, LLC | 0.00% | Reduce -98.2% | 12 | $317 |
| Basecamp Wealth Advisors LLC | 0.00% | — | 11 | $290 |
| Ankerstar Wealth, LLC | 0.00% | — | 9 | $237 |
| Gilpin Wealth Management, LLC | 0.00% | — | 7 | $185 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $42 |
| Covestor Ltd | 0.00% | Reduce -61.5% | 10 | $0 |
"% of holder's portfolio" is BBT's weight in each manager's 13F, not the share of Beacon Financial Corp. the manager owns.