Beacon FinancialBBT
13F holders, Q2 2026 (June 30)294holders +1
34new positions
33sold out
4famous investors
$30.45avg. 13F price*
At the end of Q2 2026, 294 institutions reported holding Beacon Financial Corp. (BBT) in their 13F filings, up 1 from Q1 2026. 34 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($376.6M), Vanguard Portfolio Management LLC ($158.7M) and Millennium Management ($157.3M). 4 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 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $77.4M |
| Exits | 33 | $126.3M |
All 13F filers, Q1 2026 → Q2 2026: 7,094,955 shares bought and 7,569,675 shares sold, net −474,720 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 294 holders
| BlackRock, Inc. | 0.01% | Add +1.5% | 12,366,226 | $376.6M |
| Vanguard Portfolio Management LLC | 0.01% | Add +1.5% | 5,212,012 | $158.7M |
| Millennium Management | 0.11% | Add +1.1% | 5,165,656 | $157.3M |
| State Street Corp. | 0.00% | Add +7.9% | 5,129,035 | $156.2M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.9% | 4,955,978 | $150.9M |
| Fuller & Thaler Asset Management, Inc. | 0.33% | Reduce -17.5% | 3,936,942 | $119.9M |
| Vanguard Capital Management LLC | 0.00% | Reduce -0.1% | 3,761,172 | $114.5M |
| Verition Fund Management LLC | 0.56% | Add +19.3% | 2,403,149 | $73.2M |
| HoldCo Asset Management, LP | 4.42% | Add +9.8% | 2,263,000 | $68.9M |
| Geode Capital Management, LLC | 0.00% | Add +5.7% | 2,160,024 | $65.8M |
| Morgan Stanley | 0.00% | Add +24.7% | 1,665,977 | $50.7M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Reduce -18.2% | 1,493,023 | $45.5M |
| Massachusetts Financial Services Co. | 0.01% | Add +5.2% | 1,265,827 | $38.5M |
| Bank of America Corp. | 0.00% | Add +69.9% | 1,063,829 | $32.4M |
| Nuveen, LLC | 0.01% | Add +23.1% | 1,060,271 | $32.3M |
| Systematic Financial Management LP | 0.64% | Reduce -6.0% | 1,060,206 | $32.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.3% | 1,054,300 | $32.1M |
| T. Rowe Price Investment Management, Inc. | 0.02% | New | 1,051,210 | $32.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.0% | 952,914 | $29.0M |
| Northern Trust Corp. | 0.00% | Add +10.2% | 910,859 | $27.7M |
| American Century Companies Inc. | 0.01% | Add +3.6% | 829,367 | $25.3M |
| Walleye Capital LLC | 0.11% | New | 665,525 | $20.3M |
| Strategic Value Bank Partners LLC | 13.30% | No change | 623,747 | $19.0M |
| Bridgeway Capital Management, LLC | 0.31% | Add +8.9% | 573,992 | $17.5M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +4.5% | 565,685 | $17.2M |
| Bank of New York Mellon Corp | 0.00% | Add +2.5% | 541,135 | $16.5M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +1.2% | 475,290 | $14.5M |
| Two Sigma Investments, LP | 0.01% | Reduce -25.2% | 470,517 | $14.3M |
| Renaissance Technologies | 0.02% | Reduce -24.3% | 431,740 | $13.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.3% | 406,066 | $12.4M |
| Invesco Ltd. | 0.00% | Reduce -9.1% | 403,560 | $12.3M |
| Glendon Capital Management LP | 1.50% | No change | 381,184 | $11.6M |
| Empowered Funds, LLC | 0.06% | Add +14.2% | 377,912 | $11.5M |
| Bayview Asset Management, LLC | 8.30% | Reduce -7.6% | 364,828 | $11.1M |
| Alliancebernstein L.P. | 0.00% | Add +48.8% | 348,478 | $10.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.2% | 329,351 | $10.2M |
| Algert Global LLC | 0.12% | Add +64.8% | 331,312 | $10.1M |
| Brevan Howard Capital Management LP | 0.14% | Add +212.5% | 312,492 | $9.5M |
| Royce & Associates LP | 0.07% | Reduce -4.4% | 303,556 | $9.2M |
| Public Sector Pension Investment Board | 0.02% | Reduce -4.0% | 288,005 | $8.8M |
| Citadel Advisors | 0.01% | Add +79.7% | 286,141 | $8.7M |
| UBS Group AG | 0.00% | Reduce -34.7% | 276,826 | $8.4M |
| SummitTX Capital, L.P. | 0.22% | Add +499.1% | 272,767 | $8.3M |
| Trexquant Investment LP | 0.05% | New | 271,575 | $8.3M |
| Ategra Capital Management, LLC | 4.30% | Reduce -48.0% | 265,743 | $8.1M |
| AQR Capital Management | 0.00% | Reduce -5.7% | 237,950 | $7.2M |
| Maltese Capital Management LLC | 1.33% | Reduce -9.7% | 234,900 | $7.2M |
| Mendon Capital Advisors Corp. | 2.46% | Add +14.3% | 228,394 | $7.0M |
| Rhumbline Advisers | 0.01% | Reduce -10.0% | 215,603 | $6.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.0% | 215,048 | $6.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.6% | 207,997 | $6.3M |
| Curi Capital, LLC | 0.09% | Add +17.7% | 200,243 | $6.1M |
| ExodusPoint Capital Management, LP | 0.06% | Reduce -19.5% | 196,679 | $6.0M |
| Legal & General Group Plc | 0.00% | Add +1.4% | 189,026 | $5.8M |
| Grace & White Inc. | 0.91% | No change | 186,349 | $5.7M |
| Swiss National Bank | 0.00% | Add +1.4% | 168,656 | $5.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +99.0% | 157,318 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.0% | 146,823 | $4.5M |
| Congress Asset Management Co. | 0.03% | Add +17.1% | 142,027 | $4.3M |
| Boothbay Fund Management, LLC | 0.08% | Add +105.1% | 132,189 | $4.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.1% | 130,623 | $4.0M |
| EJF Capital LP | 2.62% | Reduce -13.3% | 128,480 | $3.9M |
| Hennessy Advisors Inc. | 0.11% | Add +3.6% | 115,000 | $3.5M |
| Citigroup Inc. | 0.00% | Add +13.7% | 102,843 | $3.1M |
| Brookstone Capital Management | 0.03% | New | 100,119 | $3.0M |
| California State Teachers Retirement System | 0.00% | Reduce -2.6% | 99,200 | $3.0M |
| Cutler Capital Management, LLC | 0.94% | Add +26.0% | 97,306 | $3.0M |
| Deutsche Bank AG | 0.00% | Add +10.4% | 96,453 | $2.9M |
| Marshall Wace, LLP | 0.00% | Add +520.3% | 91,180 | $2.8M |
| Prudential Financial Inc. | 0.00% | Add +1.4% | 86,497 | $2.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +13.1% | 84,384 | $2.6M |
| Quantinno Capital Management LP | 0.00% | Add +64.8% | 81,884 | $2.5M |
| Susquehanna Fundamental Investments, LLC | 0.05% | Add +231.6% | 80,781 | $2.5M |
| Wells Fargo & Company | 0.00% | Add +112.6% | 80,023 | $2.4M |
| CM Management, LLC | 1.55% | Add +100.0% | 80,000 | $2.4M |
| XTX Topco Ltd | 0.03% | Add +242.2% | 74,212 | $2.3M |
| New York State Teachers Retirement System | 0.00% | Add +1.6% | 72,943 | $2.2M |
| Segall Bryant & Hamill, LLC | 0.03% | New | 71,225 | $2.2M |
| Fifth Third Bancorp | 0.00% | Reduce -2.5% | 70,512 | $2.1M |
| PMC FIG Opportunities LLC | 3.33% | Add +160.1% | 68,131 | $2.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -3.0% | 67,514 | $2.1M |
| Corient Private Wealth LP | 0.00% | Add +7.1% | 67,429 | $2.1M |
| Rafferty Asset Management, LLC | 0.00% | Reduce -23.4% | 67,313 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.1% | 65,611 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.0% | 59,745 | $1.8M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -2.0% | 58,680 | $1.8M |
| First Trust Advisors LP | 0.00% | Add +60.1% | 57,307 | $1.7M |
| Aquatic Capital Management LLC | 0.06% | New | 56,934 | $1.7M |
| Cerity Partners LLC | 0.00% | Reduce -7.0% | 56,125 | $1.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +291.1% | 55,027 | $1.7M |
| Clarendon Private LLC | 0.98% | Reduce -1.4% | 50,185 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Add +8.9% | 49,610 | $1.5M |
| Capital Fund Management S.A. | 0.01% | New | 49,433 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +136.6% | 46,350 | $1.4M |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -2.2% | 43,644 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | New | 43,234 | $1.3M |
| SG Americas Securities, LLC | 0.00% | Add +44.5% | 42,949 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Add +215.6% | 42,682 | $1.3M |
| Ironwood Investment Management LLC | 0.42% | Add +0.0% | 40,337 | $1.2M |
| FMR LLC | 0.00% | Reduce -2.1% | 40,283 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +7.4% | 39,691 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.4% | 39,249 | $1.2M |
| Barclays PLC | 0.00% | Reduce -31.5% | 38,937 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -13.1% | 37,347 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +79.6% | 36,814 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.3% | 36,700 | $1.1M |
| Jupiter Topco LLC | 0.00% | — | 36,282 | $1.1M |
| Amundi | 0.00% | Reduce -28.8% | 35,495 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Add +64.6% | 35,390 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -2.6% | 35,351 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.1% | 34,078 | $1.0M |
| Sei Investments Co. | 0.00% | Reduce -48.3% | 32,906 | $1.0M |
| Cetera Investment Advisers | 0.00% | Reduce -0.8% | 32,776 | $998K |
| Nordea Investment Management AB | 0.00% | New | 30,809 | $942K |
| Inceptionr LLC | 0.23% | New | 30,775 | $937K |
| New York State Common Retirement Fund | 0.00% | Add +6.0% | 29,988 | $913K |
| Stifel Financial Corp. | 0.00% | Add +4.7% | 29,991 | $913K |
| Parsons Capital Management Inc. | 0.04% | No change | 29,860 | $909K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -31.7% | 29,623 | $901K |
| Gsa Capital Partners LLP | 0.06% | Reduce -6.6% | 28,699 | $874K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -34.5% | 26,565 | $809K |
| Jain Global LLC | 0.01% | New | 26,222 | $798K |
| Select Asset Management & Trust | 0.23% | No change | 26,101 | $795K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +9.0% | 25,137 | $765K |
| State of Wisconsin Investment Board | 0.00% | Add +197.4% | 24,526 | $747K |
| Captrust Financial Advisors | 0.00% | Reduce -9.0% | 24,489 | $746K |
| Arizona State Retirement System | 0.00% | Add +0.6% | 23,186 | $706K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 23,058 | $702K |
| Amalgamated Bank | 0.00% | Reduce -6.5% | 22,553 | $687K |
| Yousif Capital Management, LLC | 0.01% | Add +0.2% | 22,351 | $681K |
| Flywheel Private Wealth LLC | 0.33% | No change | 22,100 | $673K |
| Allstate Corp. | 0.01% | New | 21,981 | $669K |
| Quadrature Capital Ltd | 0.01% | New | 21,617 | $658K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 20,783 | $633K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -4.1% | 19,876 | $605K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 19,829 | $604K |
| Mercer Global Advisors Inc. | 0.00% | Add +17.6% | 19,613 | $597K |
| Canton Hathaway, LLC | 0.11% | No change | 19,360 | $590K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +38.8% | 19,336 | $589K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.5% | 19,027 | $579K |
| KLP Kapitalforvaltning As | 0.00% | No change | 18,718 | $570K |
| Callan Family Office, LLC | 0.01% | Add +0.9% | 18,589 | $566K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 18,559 | $565K |
| Natixis Advisors, LLC | 0.00% | Add +64.2% | 18,341 | $558K |
| Tidal Investments LLC | 0.00% | New | 18,301 | $557K |
| Handelsbanken Fonder AB | 0.00% | New | 18,200 | $554K |
| Intech Investment Management LLC | 0.01% | Reduce -42.4% | 18,122 | $552K |
| STRS Ohio | 0.00% | Add +88.5% | 18,100 | $551K |
| Freestone Grove Partners LP | 0.00% | Add +1748600.0% | 17,487 | $532K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1007.9% | 16,906 | $515K |
| Campbell & CO Investment Adviser LLC | 0.03% | New | 16,625 | $506K |
| Watershed Asset Management, L.L.C. | 0.44% | Add +7.2% | 16,319 | $497K |
| Voya Investment Management LLC | 0.00% | Add +10.8% | 16,107 | $490K |
| Nisa Investment Advisors, LLC | 0.00% | Add +54.1% | 16,061 | $489K |
| LPL Financial LLC | 0.00% | Reduce -92.8% | 15,578 | $474K |
| Clark Financial Services Group Inc. | 0.22% | Add +16.4% | 15,272 | $465K |
| Ieq Capital, LLC | 0.00% | Reduce -60.3% | 14,977 | $456K |
| JMN Financial LLC | 0.35% | Reduce -10.5% | 14,760 | $449K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.1% | 14,711 | $448K |
| World Investment Advisors | 0.01% | No change | 14,893 | $447K |
| Moors & Cabot, Inc. | 0.02% | Reduce -7.8% | 14,221 | $433K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -91.0% | 13,842 | $421K |
| Choreo, LLC | 0.00% | Reduce -3.9% | 13,513 | $411K |
| Osaic Holdings, Inc. | 0.00% | Reduce -41.4% | 13,119 | $399K |
| Bank of Montreal | 0.00% | Add +8.8% | 12,639 | $385K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -1.2% | 12,191 | $371K |
| ProShare Advisors LLC | 0.00% | Reduce -6.5% | 12,137 | $370K |
| Pictet Asset Management Holding SA | 0.00% | No change | 12,114 | $369K |
| Neuberger Berman Group LLC | 0.00% | Add +0.3% | 12,006 | $366K |
| SlateStone Wealth, LLC | 0.03% | Reduce -0.2% | 11,558 | $352K |
| DRW Securities, LLC | 0.02% | Reduce -61.5% | 11,473 | $349K |
| Savant Capital, LLC | 0.00% | Add +15.7% | 11,364 | $349K |
| First Manhattan Co. Llc. | 0.00% | Reduce -12.7% | 11,224 | $342K |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.2% | 11,218 | $342K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.9% | 11,186 | $338K |
| Entropy Technologies, LP | 0.01% | New | 10,605 | $323K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Reduce -1.9% | 10,458 | $318K |
| Financial Planning Hawaii, Inc. | 0.17% | No change | 10,380 | $316K |
| ELCO Management Co., LLC | 0.13% | Add +24.7% | 10,272 | $313K |
| Beacon Bank & Trust | 0.06% | Reduce -1.9% | 10,140 | $309K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -22.2% | 9,840 | $300K |
| Slocum, Gordon & Co LLP | 0.20% | No change | 9,696 | $295K |
| Two Sigma Securities, LLC | 0.03% | New | 9,633 | $293K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.1% | 9,599 | $292K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -12.8% | 9,460 | $288K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -3.5% | 9,124 | $278K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -6.3% | 9,089 | $277K |
| Icon Wealth Advisors, LLC | 0.02% | Add +26.2% | 8,957 | $273K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,909 | $271K |
| Xponance LLC | 0.00% | Add +9.4% | 8,628 | $263K |
| Hancock Whitney Corp. | 0.00% | New | 8,527 | $260K |
| Man Group plc | 0.00% | New | 8,502 | $259K |
| HBK Sorce Advisory LLC | 0.01% | No change | 8,089 | $257K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.4% | 8,119 | $247K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 8,002 | $244K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 7,844 | $239K |
| CIBC Asset Management Inc | 0.00% | Reduce -5.3% | 7,824 | $238K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +11.0% | 7,735 | $236K |
| Plimoth Trust Co. LLC | 0.05% | No change | 7,604 | $232K |
| Cornerstone Select Advisors, LLC | 0.10% | Add +3.2% | 7,574 | $231K |
| Fiduciary Trust Co | 0.00% | No change | 7,478 | $228K |
| Creative Planning | 0.00% | Reduce -73.7% | 7,416 | $226K |
| Profund Advisors LLC | 0.01% | Reduce -8.2% | 7,334 | $223K |
| Praxis Investment Management Inc. | 0.01% | No change | 7,000 | $213K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 6,860 | $209K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 6,682 | $203K |
| South Dakota Investment Council | 0.00% | Reduce -1.6% | 6,252 | $190K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +0.7% | 6,113 | $186K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +6.3% | 5,764 | $178K |
| St Germain D J Co. Inc. | 0.01% | No change | 5,375 | $164K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 5,031 | $153K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -9.8% | 5,007 | $152K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +0.5% | 4,722 | $144K |
| US Bancorp \de | 0.00% | No change | 3,912 | $119K |
| KBC Group NV | 0.00% | No change | 3,519 | $107K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +2.7% | 3,428 | $104K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 3,211 | $98K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -10.0% | 3,074 | $94K |
| Flagship Wealth Advisors, LLC | 0.02% | New | 3,000 | $91K |
| Arax Advisory Partners | 0.00% | Add +2362.5% | 2,955 | $90K |
| Blue Trust, Inc. | 0.00% | Reduce -15.6% | 2,719 | $83K |
| Quantum Portfolio Management LLC | 0.03% | New | 2,618 | $80K |
| Versant Capital Management, Inc | 0.01% | Add +2.4% | 2,572 | $78K |
| Measured Wealth Private Client Group, LLC | 0.02% | No change | 2,337 | $71K |
| Global Retirement Partners, LLC | 0.00% | — | 2,287 | $70K |
| State of Wyoming | 0.01% | New | 2,097 | $64K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.7% | 2,076 | $63K |
| GAMMA Investing LLC | 0.00% | Add +1.3% | 1,933 | $59K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 1,893 | $58K |
| Jones Financial Companies LLLP | 0.00% | Add +30.6% | 1,409 | $44K |
| Pinney & Scofield, Inc. | 0.02% | No change | 1,447 | $44K |
| Sterling Capital Management LLC | 0.00% | Reduce -48.2% | 1,430 | $44K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,382 | $43K |
| NBT Bank, N.A. | 0.00% | Add +1.2% | 1,399 | $43K |
| New Age Alpha Advisors, LLC | 0.00% | New | 1,364 | $42K |
| Trust Co. of Vermont | 0.00% | — | 1,346 | $41K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -13.4% | 1,216 | $37K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 1,140 | $35K |
| Bessemer Group Inc. | 0.00% | No change | 1,042 | $32K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -14.1% | 966 | $30K |
| Montag A & Associates Inc. | 0.00% | No change | 945 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -26.4% | 896 | $27K |
| Nykredit A/S | 0.00% | — | 802 | $24K |
| 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 | $22K |
| Optiver Holding B.V. | 0.00% | New | 660 | $20K |
| LRI Investments, LLC | 0.00% | No change | 605 | $18K |
| Kemnay Advisory Services Inc. | 0.00% | Add +19.0% | 583 | $18K |
| Triumph Capital Management | 0.00% | No change | 504 | $15K |
| Coastline Trust Co | 0.00% | No change | 491 | $15K |
| Huntington National Bank | 0.00% | Add +130.8% | 487 | $15K |
| UMB Bank, n.a. | 0.00% | Add +16.9% | 428 | $13K |
| GW&K Investment Management, LLC | 0.00% | No change | 410 | $12K |
| Bare Financial Services, Inc | 0.00% | Add +71.9% | 373 | $11K |
| Avalon Trust Co | 0.00% | No change | 371 | $11K |
| Covestor Ltd | 0.01% | Add +5085.7% | 363 | $11K |
| Harbor Capital Advisors, Inc. | 0.00% | No change | 348 | $11K |
| New England Capital Financial Advisors LLC | 0.00% | Reduce -42.7% | 351 | $11K |
| Barrett & Company, Inc. | 0.00% | No change | 336 | $10K |
| Vision Retirement, LLC | 0.00% | No change | 309 | $9K |
| Essential Partners LLC | 0.00% | Reduce -70.3% | 280 | $9K |
| Rothschild Investment LLC | 0.00% | Reduce -8.5% | 236 | $7K |
| Allworth Financial LP | 0.00% | Add +2.2% | 233 | $7K |
| True Wealth Design, LLC | 0.00% | No change | 221 | $7K |
| Fulcrum Asset Management LLP | 0.00% | New | 204 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -27.2% | 193 | $6K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -81.3% | 189 | $6K |
| Larson Financial Group LLC | 0.00% | Add +111.9% | 178 | $5K |
| Neo Ivy Capital Management | 0.00% | Reduce -98.0% | 152 | $5K |
| Torren Management, LLC | 0.00% | No change | 148 | $5K |
| Parallel Advisors, LLC | 0.00% | Add +63.3% | 147 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 110 | $3K |
| Danske Bank A/S | 0.00% | No change | 100 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -34.1% | 85 | $3K |
| Quarry LP | 0.00% | New | 78 | $2K |
| Bellevue Asset Management, LLC | 0.00% | New | 75 | $2K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 59 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -17.9% | 55 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 50 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 48 | $1K |
| Harbour Investments, Inc. | 0.00% | New | 45 | $1K |
| Evolution Advisers, Inc. | 0.00% | New | 33 | $1K |
| Tompkins Financial Corp. | 0.00% | No change | 30 | $914 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 27 | $822 |
| Rossby Financial, LCC | 0.00% | No change | 20 | $609 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 16 | $487 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 13 | $396 |
| Raffa Wealth Management, LLC | 0.00% | No change | 13 | $396 |
| Gilpin Wealth Management, LLC | 0.00% | Reduce -25.0% | 12 | $366 |
| SHP Wealth Management | 0.00% | New | 10 | $305 |
| Ankerstar Wealth, LLC | 0.00% | No change | 9 | $274 |
| Davis Capital Management | 0.00% | New | 4 | $122 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $47 |
"% of holder's portfolio" is BBT's weight in each manager's 13F, not the share of Beacon Financial Corp. the manager owns.