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 |
| Ieq Capital, LLC | 0.01% | Add +58.6% | 37,691 | $1.1M |
| Wells Fargo & Company | 0.00% | Reduce -61.6% | 37,636 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -3.1% | 37,200 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.5% | 36,954 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +5.5% | 36,294 | $1.1M |
| Janus Henderson Group PLC | 0.00% | No change | 36,282 | $1.1M |
| Kennedy Capital Management LLC | 0.02% | New | 36,059 | $1.1M |
| First Trust Advisors LP | 0.00% | Add +27.6% | 35,784 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.0% | 34,458 | $1.0M |
| Cetera Investment Advisers | 0.00% | Reduce -0.5% | 33,023 | $991K |
| Intech Investment Management LLC | 0.01% | Add +11.2% | 31,467 | $944K |
| Gsa Capital Partners LLP | 0.06% | New | 30,733 | $922K |
| Parsons Capital Management Inc. | 0.04% | Add +7.0% | 29,860 | $896K |
| DRW Securities, LLC | 0.05% | Add +86.0% | 29,806 | $894K |
| SG Americas Securities, LLC | 0.00% | Reduce -38.7% | 29,718 | $892K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 29,461 | $884K |
| Stifel Financial Corp. | 0.00% | Add +128.0% | 28,658 | $860K |
| New York State Common Retirement Fund | 0.00% | Reduce -0.7% | 28,288 | $849K |
| Creative Planning | 0.00% | Add +174.0% | 28,224 | $847K |
| Horizon Investments, LLC | 0.01% | New | 27,358 | $821K |
| Captrust Financial Advisors | 0.00% | Reduce -2.6% | 26,924 | $808K |
| PMC FIG Opportunities LLC | 1.22% | New | 26,196 | $786K |
| Select Asset Management & Trust | 0.24% | No change | 26,101 | $783K |
| HSBC Holdings PLC | 0.00% | Reduce -48.3% | 26,219 | $782K |
| Susquehanna Fundamental Investments, LLC | 0.03% | New | 24,359 | $731K |
| Amalgamated Bank | 0.01% | Reduce -0.2% | 24,122 | $724K |
| GAMCO Investors | 0.01% | No change | 23,825 | $715K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 23,058 | $692K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 23,056 | $692K |
| Arizona State Retirement System | 0.00% | Reduce -1.6% | 23,047 | $691K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -80.1% | 23,003 | $690K |
| Osaic Holdings, Inc. | 0.00% | Add +1.8% | 22,376 | $671K |
| Yousif Capital Management, LLC | 0.01% | Reduce -0.8% | 22,297 | $669K |
| Flywheel Private Wealth LLC | 0.38% | New | 22,100 | $663K |
| XTX Topco Ltd | 0.01% | New | 21,689 | $651K |
| BNP Paribas Financial Markets | 0.00% | Add +20.5% | 21,500 | $645K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 20,783 | $623K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.2% | 20,727 | $622K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.5% | 20,498 | $615K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 19,829 | $595K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 19,591 | $588K |
| Canton Hathaway, LLC | 0.12% | Reduce -58.7% | 19,360 | $581K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.5% | 19,127 | $574K |
| KLP Kapitalforvaltning As | 0.00% | Add +3.9% | 18,718 | $562K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 18,559 | $557K |
| Callan Family Office, LLC | 0.01% | Add +0.6% | 18,422 | $553K |
| Mercer Global Advisors Inc. | 0.00% | Add +16.4% | 16,683 | $500K |
| DGS Capital Management, LLC | 0.08% | Reduce -2.5% | 16,663 | $500K |
| JMN Financial LLC | 0.49% | Reduce -2.1% | 16,494 | $495K |
| Cwm, LLC | 0.00% | Add +3.1% | 16,275 | $488K |
| Moors & Cabot, Inc. | 0.02% | Reduce -9.0% | 15,419 | $463K |
| Watershed Asset Management, L.L.C. | 0.47% | No change | 15,229 | $457K |
| World Investment Advisors | 0.01% | Add +0.0% | 14,893 | $447K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.4% | 14,869 | $446K |
| Marshall Wace, LLP | 0.00% | New | 14,700 | $441K |
| Voya Investment Management LLC | 0.00% | Reduce -92.6% | 14,536 | $436K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -48.8% | 14,069 | $422K |
| Choreo, LLC | 0.01% | Add +4.2% | 14,057 | $422K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | No change | 13,929 | $418K |
| Victory Capital Management Inc. | 0.00% | Add +4.8% | 13,525 | $406K |
| iSAM Funds (UK) Ltd | 0.20% | New | 13,249 | $397K |
| Clark Financial Services Group Inc. | 0.22% | New | 13,117 | $394K |
| ProShare Advisors LLC | 0.00% | Reduce -20.0% | 12,978 | $389K |
| First Manhattan Co. Llc. | 0.00% | Reduce -22.9% | 12,862 | $386K |
| Fox Run Management, L.L.C. | 0.07% | Reduce -75.5% | 13,153 | $385K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | No change | 12,800 | $384K |
| HighTower Advisors, LLC | 0.00% | Add +16.9% | 12,659 | $380K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -1.6% | 12,654 | $380K |
| Maryland State Retirement & Pension System | 0.01% | No change | 12,336 | $370K |
| Pictet Asset Management Holding SA | 0.00% | No change | 12,114 | $363K |
| Neuberger Berman Group LLC | 0.00% | Add +3.0% | 11,969 | $359K |
| Bank of Montreal | 0.00% | Reduce -3.7% | 11,611 | $348K |
| SlateStone Wealth, LLC | 0.03% | Reduce -4.6% | 11,580 | $347K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +26.0% | 11,409 | $345K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.5% | 11,233 | $337K |
| Natixis Advisors, LLC | 0.00% | New | 11,170 | $335K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 10,843 | $325K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Reduce -0.1% | 10,660 | $320K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -48.3% | 10,626 | $319K |
| Nisa Investment Advisors, LLC | 0.00% | Add +362.1% | 10,424 | $313K |
| Financial Planning Hawaii, Inc. | 0.18% | No change | 10,380 | $311K |
| Beacon Bank & Trust | 0.06% | Add +31.9% | 10,340 | $310K |
| GTS Securities LLC | 0.01% | New | 9,929 | $298K |
| Mariner, LLC | 0.00% | Reduce -0.8% | 9,915 | $297K |
| Savant Capital, LLC | 0.00% | New | 9,822 | $295K |
| Great Lakes Advisors, LLC | 0.00% | Add +10.8% | 9,705 | $291K |
| Slocum, Gordon & Co LLP | 0.20% | No change | 9,696 | $291K |
| STRS Ohio | 0.00% | Reduce -67.3% | 9,600 | $288K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.0% | 9,592 | $288K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +2.6% | 9,457 | $284K |
| Persistent Asset Partners Ltd | 0.11% | New | 9,354 | $281K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,909 | $267K |
| CIBC Asset Management Inc | 0.00% | Reduce -2.6% | 8,259 | $248K |
| State of Wisconsin Investment Board | 0.00% | New | 8,248 | $247K |
| ELCO Management Co., LLC | 0.12% | New | 8,236 | $247K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.1% | 8,087 | $243K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 8,002 | $240K |
| Profund Advisors LLC | 0.01% | Reduce -45.9% | 7,987 | $240K |
| Xponance LLC | 0.00% | New | 7,889 | $237K |
| Journey Strategic Wealth LLC | 0.01% | Add +1.7% | 7,867 | $236K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 7,844 | $235K |
| HBK Sorce Advisory LLC | 0.00% | No change | 8,089 | $234K |
| Plimoth Trust Co. LLC | 0.05% | No change | 7,604 | $228K |
| Fiduciary Trust Co | 0.00% | New | 7,478 | $224K |
| Focus Partners Wealth | 0.00% | New | 7,475 | $224K |
| Neo Ivy Capital Management | 0.06% | New | 7,442 | $223K |
| Icon Wealth Advisors, LLC | 0.01% | New | 7,095 | $222K |
| Cornerstone Select Advisors, LLC | 0.14% | New | 7,340 | $220K |
| Praxis Investment Management Inc. | 0.01% | New | 7,000 | $210K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 6,966 | $209K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 6,860 | $206K |
| Prosperity Consulting Group, LLC | 0.01% | New | 6,682 | $200K |
| South Dakota Investment Council | 0.00% | Reduce -53.1% | 6,352 | $191K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +70.9% | 6,071 | $182K |
| Hantz Financial Services, Inc. | 0.00% | Add +14.5% | 5,549 | $166K |
| St Germain D J Co. Inc. | 0.01% | No change | 5,375 | $161K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 5,031 | $160K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -7.3% | 5,422 | $159K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +1.9% | 4,697 | $141K |
| US Bancorp \de | 0.00% | Reduce -28.4% | 3,912 | $117K |
| KBC Group NV | 0.00% | No change | 3,519 | $106K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.7% | 3,416 | $103K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -77.0% | 3,339 | $100K |
| Blue Trust, Inc. | 0.00% | Add +11.2% | 3,220 | $97K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -29.6% | 3,211 | $96K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.8% | 2,762 | $83K |
| Versant Capital Management, Inc | 0.01% | Add +4.0% | 2,512 | $75K |
| Measured Wealth Private Client Group, LLC | 0.02% | Reduce -31.1% | 2,337 | $70K |
| Rockefeller Capital Management L.P. | 0.00% | Add +74.1% | 2,112 | $63K |
| GAMMA Investing LLC | 0.00% | Add +18.1% | 1,909 | $57K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 1,893 | $57K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1111.1% | 1,526 | $46K |
| Pinney & Scofield, Inc. | 0.02% | No change | 1,447 | $43K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -10.9% | 1,404 | $42K |
| NBT Bank, N.A. | 0.00% | Add +1.0% | 1,383 | $42K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -16.4% | 1,382 | $40K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -4.9% | 1,218 | $37K |
| TD Private Client Wealth LLC | 0.00% | No change | 1,212 | $36K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 1,140 | $34K |
| Salomon & Ludwin, LLC | 0.00% | Add +129.6% | 1,125 | $34K |
| Jones Financial Companies LLLP | 0.00% | Add +1612.7% | 1,079 | $32K |
| Bessemer Group Inc. | 0.00% | Add +20.2% | 1,042 | $31K |
| Los Angeles Capital Management LLC | 0.00% | No change | 1,011 | $30K |
| Montag A & Associates Inc. | 0.00% | No change | 945 | $28K |
| Essential Partners LLC | 0.01% | Add +1.2% | 943 | $28K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 771 | $23K |
| Whittier Trust Co. | 0.00% | No change | 728 | $22K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 709 | $21K |
| New England Capital Financial Advisors LLC | 0.01% | Add +0.7% | 613 | $18K |
| LRI Investments, LLC | 0.00% | Add +8.0% | 605 | $18K |
| Bayforest Capital Ltd | 0.02% | New | 591 | $18K |
| Triumph Capital Management | 0.00% | No change | 504 | $15K |
| Coastline Trust Co | 0.00% | No change | 491 | $15K |
| Kemnay Advisory Services Inc. | 0.00% | New | 490 | $15K |
| Sound Income Strategies, LLC | 0.00% | Add +1.1% | 483 | $15K |
| GW&K Investment Management, LLC | 0.00% | No change | 410 | $12K |
| Avalon Trust Co | 0.00% | New | 371 | $11K |
| UMB Bank, n.a. | 0.00% | Add +7.3% | 366 | $11K |
| Barrett & Company, Inc. | 0.00% | No change | 336 | $10K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +27.5% | 348 | $10K |
| Vision Retirement, LLC | 0.00% | No change | 309 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 265 | $8K |
| Rothschild Investment LLC | 0.00% | Add +14.2% | 258 | $8K |
| Allworth Financial LP | 0.00% | Add +6.5% | 228 | $7K |
| True Wealth Design, LLC | 0.00% | No change | 221 | $7K |
| Bare Financial Services, Inc | 0.00% | New | 217 | $7K |
| Huntington National Bank | 0.00% | No change | 211 | $6K |
| Torren Management, LLC | 0.00% | Reduce -88.9% | 148 | $4K |
| Parkside Financial Bank & Trust | 0.00% | No change | 129 | $4K |
| Arax Advisory Partners | 0.00% | Add +48.1% | 120 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +150.0% | 110 | $3K |
| Danske Bank A/S | 0.00% | Reduce -83.3% | 100 | $3K |
| Parallel Advisors, LLC | 0.00% | Reduce -12.6% | 90 | $3K |
| Larson Financial Group LLC | 0.00% | Add +110.0% | 84 | $3K |
| Root Financial Partners, LLC | 0.00% | New | 84 | $3K |
| Quadrant Capital Group LLC | 0.00% | No change | 78 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -4.3% | 67 | $2K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 59 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 57 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 50 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -7.7% | 48 | $1K |
| MAI Capital Management | 0.00% | Add +133.3% | 35 | $1K |
| Tompkins Financial Corp. | 0.00% | No change | 30 | $900 |
| Signaturefd, LLC | 0.00% | Reduce -79.9% | 30 | $900 |
| Cedar Mountain Advisors, LLC | 0.00% | Add +68.8% | 27 | $810 |
| Rossby Financial, LCC | 0.00% | New | 20 | $605 |
| Gilpin Wealth Management, LLC | 0.00% | Add +128.6% | 16 | $480 |
| Raffa Wealth Management, LLC | 0.00% | No change | 13 | $390 |
| Ankerstar Wealth, LLC | 0.00% | No change | 9 | $270 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 3 | $90 |
| Dunhill Financial, LLC | 0.00% | Reduce -50.0% | 1 | $47 |
| Freestone Grove Partners LP | 0.00% | Reduce -100.0% | 1 | $30 |
| Covestor Ltd | 0.00% | Reduce -30.0% | 7 | $0 |
"% of holder's portfolio" is BBT's weight in each manager's 13F, not the share of Beacon Financial Corp. the manager owns.