Beacon FinancialBBT
13F holders, Q1 2026 (March 31)293holders +10
41new positions
29sold out
5famous investors
$29.99avg. 13F price*
At the end of Q1 2026, 293 institutions reported holding Beacon Financial Corp. (BBT) in their 13F filings, up 10 from Q4 2025. 41 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($365.5M), Vanguard Portfolio Management LLC ($154.0M) and Millennium Management ($153.4M). 5 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 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $38.9M |
| Exits | 29 | $27.4M |
All 13F filers, Q4 2025 → Q1 2026: 7,241,757 shares bought and 5,975,877 shares sold, net +1,265,880 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 293 holders
| BlackRock, Inc. | 0.01% | Reduce -1.5% | 12,181,721 | $365.5M |
| Vanguard Portfolio Management LLC | 0.01% | — | 5,133,932 | $154.0M |
| Millennium Management | 0.12% | Add +678.1% | 5,111,881 | $153.4M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -1.2% | 4,818,522 | $144.6M |
| Fuller & Thaler Asset Management, Inc. | 0.48% | Reduce -2.2% | 4,770,552 | $143.1M |
| State Street Corp. | 0.00% | Reduce -5.9% | 4,753,986 | $142.6M |
| Vanguard Capital Management LLC | 0.00% | — | 3,766,184 | $113.0M |
| Azora Capital LP | 6.19% | Add +0.2% | 3,137,941 | $94.1M |
| HoldCo Asset Management, LP | 4.60% | No change | 2,061,000 | $61.8M |
| Geode Capital Management, LLC | 0.00% | Add +3.1% | 2,044,360 | $61.3M |
| Verition Fund Management LLC | 0.62% | Reduce -11.3% | 2,015,022 | $60.5M |
| Adage Capital Partners Gp, L.L.C. | 0.08% | Reduce -10.3% | 1,825,962 | $54.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +11.6% | 1,423,076 | $42.7M |
| Morgan Stanley | 0.00% | Reduce -14.7% | 1,336,199 | $40.1M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -10.0% | 1,203,607 | $36.1M |
| Systematic Financial Management LP | 0.78% | Reduce -1.1% | 1,127,856 | $33.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.5% | 1,090,223 | $32.7M |
| Nuveen, LLC | 0.01% | Add +20.6% | 861,383 | $25.8M |
| Northern Trust Corp. | 0.00% | Add +0.7% | 826,479 | $24.8M |
| American Century Companies Inc. | 0.01% | Reduce -10.0% | 800,820 | $24.0M |
| Two Sigma Investments, LP | 0.02% | Add +11.2% | 628,705 | $18.9M |
| Bank of America Corp. | 0.00% | Add +2.2% | 626,104 | $18.8M |
| Strategic Value Bank Partners LLC | 10.06% | No change | 623,747 | $18.7M |
| Renaissance Technologies | 0.03% | Reduce -28.4% | 570,440 | $17.1M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 541,250 | $16.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.9% | 527,786 | $15.8M |
| Bridgeway Capital Management, LLC | 0.32% | Add +3.8% | 527,146 | $15.8M |
| Ategra Capital Management, LLC | 8.54% | No change | 511,288 | $15.3M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Reduce -6.2% | 469,780 | $14.1M |
| Invesco Ltd. | 0.00% | Reduce -0.8% | 444,135 | $13.3M |
| UBS Group AG | 0.00% | Reduce -40.6% | 423,682 | $12.7M |
| Principal Financial Group Inc. | 0.01% | Add +1.9% | 407,331 | $12.2M |
| Bayview Asset Management, LLC | 9.89% | Reduce -27.5% | 394,828 | $11.8M |
| Glendon Capital Management LP | 1.42% | No change | 381,184 | $11.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.2% | 347,390 | $10.2M |
| Empowered Funds, LLC | 0.06% | New | 331,066 | $9.9M |
| Royce & Associates LP | 0.09% | Add +0.2% | 317,591 | $9.5M |
| Public Sector Pension Investment Board | 0.03% | Add +3.3% | 299,859 | $9.0M |
| Maltese Capital Management LLC | 1.57% | Add +18.2% | 260,000 | $7.8M |
| AQR Capital Management | 0.00% | Add +0.0% | 252,285 | $7.6M |
| ExodusPoint Capital Management, LP | 0.07% | Add +113.4% | 244,365 | $7.3M |
| Rhumbline Advisers | 0.01% | Add +2.4% | 239,515 | $7.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -39.6% | 217,971 | $6.5M |
| LPL Financial LLC | 0.00% | Add +0.2% | 216,611 | $6.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.9% | 210,814 | $6.3M |
| Alliancebernstein L.P. | 0.00% | Add +99.6% | 234,250 | $6.2M |
| Algert Global LLC | 0.09% | New | 201,027 | $6.0M |
| Mendon Capital Advisors Corp. | 2.32% | Add +87.7% | 199,731 | $6.0M |
| Legal & General Group Plc | 0.00% | Reduce -8.6% | 186,378 | $5.6M |
| Grace & White Inc. | 1.00% | No change | 186,349 | $5.6M |
| Thompson Siegel & Walmsley LLC | 0.10% | Reduce -30.6% | 181,363 | $5.4M |
| Curi Capital, LLC | 0.09% | Add +95.1% | 170,120 | $5.1M |
| Swiss National Bank | 0.00% | No change | 166,256 | $5.0M |
| Interval Partners, LP | 0.17% | New | 165,640 | $5.0M |
| Citadel Advisors | 0.00% | Reduce -52.4% | 159,234 | $4.8M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -26.2% | 154,365 | $4.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -88.2% | 152,280 | $4.6M |
| EJF Capital LP | 3.13% | Add +1.2% | 148,153 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.0% | 145,383 | $4.4M |
| Congress Asset Management Co. | 0.03% | Add +16.6% | 121,323 | $3.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.0% | 112,539 | $3.4M |
| Hennessy Advisors Inc. | 0.12% | Add +70.8% | 111,000 | $3.3M |
| Dark Forest Capital Management LP | 0.29% | Add +258.5% | 110,760 | $3.3M |
| California State Teachers Retirement System | 0.00% | Add +27.4% | 101,810 | $3.1M |
| Brevan Howard Capital Management LP | 0.03% | New | 100,000 | $3.0M |
| Citigroup Inc. | 0.00% | Reduce -29.8% | 90,432 | $2.7M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -39.7% | 87,901 | $2.6M |
| Deutsche Bank AG | 0.00% | Add +13.0% | 87,402 | $2.6M |
| Prudential Financial Inc. | 0.00% | Add +8.6% | 85,312 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -47.8% | 79,074 | $2.4M |
| Artemis Investment Management LLP | 0.02% | Add +7.4% | 78,213 | $2.3M |
| Cutler Capital Management, LLC | 0.78% | Add +11.6% | 77,238 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +61.6% | 75,902 | $2.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 74,597 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -12.9% | 73,823 | $2.2M |
| Fifth Third Bancorp | 0.00% | Add +12076.3% | 72,327 | $2.2M |
| New York State Teachers Retirement System | 0.00% | Reduce -9.3% | 71,832 | $2.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 69,635 | $2.1M |
| Boothbay Fund Management, LLC | 0.05% | New | 64,450 | $1.9M |
| Sei Investments Co. | 0.00% | Add +144.6% | 63,623 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +0.5% | 62,933 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.1% | 61,623 | $1.8M |
| Cerity Partners LLC | 0.00% | Add +2.3% | 60,329 | $1.8M |
| Vanguard Global Advisers, LLC | 0.00% | — | 59,878 | $1.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +21.8% | 57,848 | $1.7M |
| Barclays PLC | 0.00% | Reduce -68.7% | 56,806 | $1.7M |
| Clarendon Private LLC | 1.17% | New | 50,920 | $1.5M |
| Amundi | 0.00% | Add +146.8% | 49,819 | $1.5M |
| Quantinno Capital Management LP | 0.00% | Add +42.5% | 49,671 | $1.5M |
| WINTON GROUP Ltd | 0.05% | Add +10.1% | 48,566 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.8% | 45,574 | $1.4M |
| SummitTX Capital, L.P. | 0.04% | Add +3.6% | 45,531 | $1.4M |
| Illinois Municipal Retirement Fund | 0.02% | Add +3.0% | 44,634 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.0% | 43,381 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -4.9% | 42,979 | $1.3M |
| FMR LLC | 0.00% | Add +6.9% | 41,152 | $1.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 40,577 | $1.2M |
| Ironwood Investment Management LLC | 0.50% | Add +64.7% | 40,327 | $1.2M |
| CM Management, LLC | 1.00% | Reduce -17.2% | 40,000 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.0% | 39,083 | $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.