Beacon Financial Corp (BBT) — Institutional Holders, Q2 2026

295 institutional investment managers reported a BBT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← BBT stock profile

BBT in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

104

Trimmed

Sold out

Biggest buyers

T. Rowe Price Investment ManagementNew · +1,051,210 sh+$32.0M
Walleye CapitalNew · +665,525 sh+$20.3M
BANK OF AMERICAAdded · +437,725 sh+$13.3M
Verition Fund ManagementAdded · +388,127 sh+$11.8M
STATE STREETAdded · +375,049 sh+$11.4M

Biggest sellers

Azora CapitalSold out · -3,137,941 sh-$95.6M
FULLER & THALER ASSET MANAGEMENTTrimmed · -833,610 sh-$25.4M
GOLDMAN SACHS GROUPTrimmed · -470,162 sh-$14.3M
ADAGE CAPITAL PARTNERS GP, L.L.C.Trimmed · -332,939 sh-$10.1M
Ategra Capital ManagementTrimmed · -245,545 sh-$7.5M

BBT 13F holders ranked 1–100 of 295

Institutional investors reporting a position in Beacon Financial Corp on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 12,366,226 sh	12,366,226	$376.6M	<0.01%	+1.5%
2	VANGUARD PORTFOLIO MANAGEMENT#2 · 5,212,012 sh	5,212,012	$158.7M	<0.01%	+1.5%
3	MILLENNIUM MANAGEMENT#3 · 5,165,656 sh	5,165,656	$157.3M	0.06%	+1.1%
4	STATE STREET#4 · 5,129,035 sh	5,129,035	$156.2M	<0.01%	+7.9%
5	DIMENSIONAL FUND ADVISORS#5 · 4,955,978 sh	4,955,978	$150.9M	0.03%	+2.9%
6	FULLER & THALER ASSET MANAGEMENT#6 · 3,936,942 sh	3,936,942	$119.9M	0.33%	-17.5%
7	VANGUARD CAPITAL MANAGEMENT#7 · 3,761,172 sh	3,761,172	$114.5M	<0.01%	-0.1%
8	Verition Fund Management#8 · 2,403,149 sh	2,403,149	$73.2M	0.10%	+19.3%
9	HoldCo Asset Management#9 · 2,263,000 sh	2,263,000	$68.9M	4.42%	+9.8%
10	GEODE CAPITAL MANAGEMENT#10 · 2,160,024 sh	2,160,024	$65.8M	<0.01%	+5.7%
11	MORGAN STANLEY#11 · 1,665,977 sh	1,665,977	$50.7M	<0.01%	+24.7%
12	ADAGE CAPITAL PARTNERS GP, L.L.C.#12 · 1,493,023 sh	1,493,023	$45.5M	0.06%	-18.2%
13	MASSACHUSETTS FINANCIAL SERVICES#13 · 1,265,827 sh	1,265,827	$38.5M	0.01%	+5.2%
14	BANK OF AMERICA#14 · 1,063,829 sh	1,063,829	$32.4M	<0.01%	+69.9%
15	Nuveen#15 · 1,060,271 sh	1,060,271	$32.3M	<0.01%	+23.1%
16	SYSTEMATIC FINANCIAL MANAGEMENT#16 · 1,060,206 sh	1,060,206	$32.3M	0.64%	-6.0%
17	CHARLES SCHWAB INVESTMENT MANAGEMENT#17 · 1,054,300 sh	1,054,300	$32.1M	<0.01%	-3.3%
18	T. Rowe Price Investment Management#18 · 1,051,210 sh	1,051,210	$32.0M	0.02%	New
19	GOLDMAN SACHS GROUP#19 · 952,914 sh	952,914	$29.0M	<0.01%	-33.0%
20	NORTHERN#20 · 910,859 sh	910,859	$27.7M	<0.01%	+10.2%
21	AMERICAN CENTURY COMPANIES#21 · 829,367 sh	829,367	$25.3M	0.01%	+3.6%
22	Walleye Capital#22 · 665,525 sh	665,525	$20.3M	0.07%	New
23	STRATEGIC VALUE BANK PARTNERS#23 · 623,747 sh	623,747	$19.0M	13.30%	0.0%
24	BRIDGEWAY CAPITAL MANAGEMENT#24 · 573,992 sh	573,992	$17.5M	0.31%	+8.9%
25	VANGUARD FIDUCIARY#25 · 565,685 sh	565,685	$17.2M	<0.01%	+4.5%
26	Bank of New York Mellon#26 · 541,135 sh	541,135	$16.5M	<0.01%	+2.5%
27	HOTCHKIS & WILEY CAPITAL MANAGEMENT#27 · 475,290 sh	475,290	$14.5M	0.04%	+1.2%
28	TWO SIGMA INVESTMENTS#28 · 470,517 sh	470,517	$14.3M	0.01%	-25.2%
29	RENAISSANCE TECHNOLOGIES#29 · 431,740 sh	431,740	$13.1M	0.02%	-24.3%
30	PRINCIPAL FINANCIAL GROUP#30 · 406,066 sh	406,066	$12.4M	<0.01%	-0.3%
31	Invesco Ltd.#31 · 403,560 sh	403,560	$12.3M	<0.01%	-9.1%
32	Glendon Capital Management#32 · 381,184 sh	381,184	$11.6M	1.50%	0.0%
33	Empowered Funds#33 · 377,912 sh	377,912	$11.5M	0.06%	+14.2%
34	Bayview Asset Management#34 · 364,828 sh	364,828	$11.1M	2.24%	-7.6%
35	ALLIANCEBERNSTEIN L.P.#35 · 348,478 sh	348,478	$10.5M	<0.01%	+48.8%
36	JPMORGAN CHASE#36 · 329,351 sh	329,351	$10.2M	<0.01%	-5.2%
37	ALGERT GLOBAL#37 · 331,312 sh	331,312	$10.1M	0.12%	+64.8%
38	Brevan Howard Capital Management#38 · 312,492 sh	312,492	$9.5M	0.07%	+212.5%
39	ROYCE & ASSOCIATES#39 · 303,556 sh	303,556	$9.2M	0.07%	-4.4%
40	PUBLIC SECTOR PENSION INVESTMENT BOARD#40 · 288,005 sh	288,005	$8.8M	0.02%	-4.0%
41	CITADEL ADVISORS#41 · 286,141 sh	286,141	$8.7M	<0.01%	+79.7%
42	UBS Group AG#42 · 276,826 sh	276,826	$8.4M	<0.01%	-34.7%
43	SummitTX Capital, L.P.#43 · 272,767 sh	272,767	$8.3M	0.21%	+499.1%
44	Trexquant Investment#44 · 271,575 sh	271,575	$8.3M	0.05%	New
45	Ategra Capital Management#45 · 265,743 sh	265,743	$8.1M	3.64%	-48.0%
46	AQR CAPITAL MANAGEMENT#46 · 237,950 sh	237,950	$7.2M	<0.01%	-5.7%
47	MALTESE CAPITAL MANAGEMENT#47 · 234,900 sh	234,900	$7.2M	1.30%	-9.7%
48	MENDON CAPITAL ADVISORS#48 · 228,394 sh	228,394	$7.0M	2.46%	+14.4%
49	RHUMBLINE ADVISERS#49 · 215,603 sh	215,603	$6.6M	<0.01%	-10.0%
50	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#50 · 215,048 sh	215,048	$6.5M	<0.01%	+2.0%
51	AMERIPRISE FINANCIAL#51 · 207,997 sh	207,997	$6.3M	<0.01%	-4.6%
52	RMB Capital Management#52 · 200,243 sh	200,243	$6.1M	0.09%	+17.7%
53	ExodusPoint Capital Management#53 · 196,679 sh	196,679	$6.0M	0.04%	-19.5%
54	Legal & General Group Plc#54 · 189,026 sh	189,026	$5.8M	<0.01%	+1.4%
55	GRACE & WHITE#55 · 186,349 sh	186,349	$5.7M	—	0.0%
56	Swiss National Bank#56 · 168,656 sh	168,656	$5.1M	<0.01%	+1.4%
57	THRIVENT FINANCIAL FOR LUTHERANS#57 · 157,318 sh	157,318	$4.8M	<0.01%	+99.0%
58	COMMONWEALTH EQUITY SERVICES#58 · 146,823 sh	146,823	$4.5M	<0.01%	+1.0%
59	CONGRESS ASSET MANAGEMENT#59 · 142,027 sh	142,027	$4.3M	—	+17.1%
60	BOOTHBAY FUND MANAGEMENT#60 · 132,189 sh	132,189	$4.0M	0.05%	+105.1%
61	PRICE T ROWE ASSOCIATES#61 · 130,623 sh	130,623	$4.0M	<0.01%	+16.1%
62	EJF Capital#62 · 128,480 sh	128,480	$3.9M	2.62%	-13.3%
63	HENNESSY ADVISORS#63 · 115,000 sh	115,000	$3.5M	0.11%	+3.6%
64	CITIGROUP#64 · 102,843 sh	102,843	$3.1M	<0.01%	+13.7%
65	Brookstone Capital Management#65 · 100,119 sh	100,119	$3.0M	—	New
66	Cutler Capital Management#66 · 97,306 sh	97,306	$3.0M	0.77%	+26.0%
67	DEUTSCHE BANK AG\#67 · 96,453 sh	96,453	$2.9M	<0.01%	+10.4%
68	MARSHALL WACE, LLP#68 · 91,180 sh	91,180	$2.8M	<0.01%	+520.3%
69	PRUDENTIAL FINANCIAL#69 · 86,497 sh	86,497	$2.6M	<0.01%	+1.4%
70	VANGUARD ASSET MANAGEMENT, Ltd#70 · 84,384 sh	84,384	$2.6M	<0.01%	+13.1%
71	Quantinno Capital Management#71 · 81,884 sh	81,884	$2.5M	<0.01%	+64.9%
72	SUSQUEHANNA FUNDAMENTAL INVESTMENTS#72 · 80,781 sh	80,781	$2.5M	0.05%	+231.6%
73	WELLS FARGO & COMPANY#73 · 80,023 sh	80,023	$2.4M	<0.01%	+112.6%
74	CM Management#74 · 80,000 sh	80,000	$2.4M	1.55%	+100.0%
75	XTX Topco Ltd#75 · 74,212 sh	74,212	$2.3M	0.03%	+242.2%
76	NEW YORK STATE TEACHERS RETIREMENT SYSTEM#76 · 72,943 sh	72,943	$2.2M	—	+1.5%
77	SEGALL BRYANT & HAMILL#77 · 71,225 sh	71,225	$2.2M	0.03%	New
78	FIFTH THIRD BANCORP#78 · 70,512 sh	70,512	$2.1M	<0.01%	-2.5%
79	PMC FIG Opportunities#79 · 68,131 sh	68,131	$2.1M	3.31%	+160.1%
80	GREAT WEST LIFE ASSURANCE#80 · 67,514 sh	67,514	$2.1M	<0.01%	-3.0%
81	Corient Private Wealth#81 · 67,429 sh	67,429	$2.1M	<0.01%	+7.1%
82	Rafferty Asset Management#82 · 67,313 sh	67,313	$2.0M	<0.01%	-23.4%
83	RAYMOND JAMES FINANCIAL#83 · 65,611 sh	65,611	$2.0M	<0.01%	-11.1%
84	Pathstone#84 · 59,745 sh	59,745	$1.8M	<0.01%	-3.0%
85	Vanguard Global Advisers#85 · 58,680 sh	58,680	$1.8M	<0.01%	-2.0%
86	FIRST ADVISORS#86 · 57,307 sh	57,307	$1.7M	<0.01%	+60.1%
87	Aquatic Capital Management#87 · 56,934 sh	56,934	$1.7M	0.06%	New
88	Cerity Partners#88 · 56,125 sh	56,125	$1.7M	<0.01%	-7.0%
89	Russell Investments Group, Ltd.#89 · 55,027 sh	55,027	$1.7M	<0.01%	+291.1%
90	Clarendon Private#90 · 50,185 sh	50,185	$1.5M	0.98%	-1.4%
91	MetLife Investment Management#91 · 49,610 sh	49,610	$1.5M	<0.01%	+8.9%
92	CAPITAL FUND MANAGEMENT S.A.#92 · 49,433 sh	49,433	$1.5M	<0.01%	New
93	Zurcher Kantonalbank (Zurich Cantonalbank)#93 · 46,350 sh	46,350	$1.4M	<0.01%	+136.6%
94	Illinois Municipal Retirement Fund#94 · 43,644 sh	43,644	$1.3M	0.01%	-2.2%
95	Qube Research & Technologies Ltd#95 · 43,234 sh	43,234	$1.3M	<0.01%	New
96	SG Americas Securities#96 · 42,949 sh	42,949	$1.3M	<0.01%	+44.5%
97	VICTORY CAPITAL MANAGEMENT#97 · 42,682 sh	42,682	$1.3M	<0.01%	+215.6%
98	IRONWOOD INVESTMENT MANAGEMENT#98 · 40,337 sh	40,337	$1.2M	0.42%	0.0%
99	FMR#99 · 40,283 sh	40,283	$1.2M	<0.01%	-2.1%
100	MANUFACTURERS LIFE INSURANCE COMPANY, THE#100 · 39,691 sh	39,691	$1.2M	<0.01%	+7.4%

Funds that sold out of BBT in Q2 2026 (33)

Held BBT at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held BBT in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Azora Capital3,137,941 sh	3,137,941	$94.1M
THOMPSON SIEGEL & WALMSLEY181,363 sh	181,363	$5.4M
Interval Partners165,640 sh	165,640	$5.0M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP152,280 sh	152,280	$4.6M
DARK FOREST CAPITAL MANAGEMENT110,760 sh	110,760	$3.3M
Artemis Investment Management LLP78,213 sh	78,213	$2.3M
Connor, Clark & Lunn Investment Management Ltd.57,848 sh	57,848	$1.7M
WINTON GROUP Ltd48,566 sh	48,566	$1.5M
KENNEDY CAPITAL MANAGEMENT36,059 sh	36,059	$1.1M
Y-Intercept (Hong Kong) Ltd29,461 sh	29,461	$883.8K
Horizon Investments27,358 sh	27,358	$820.7K
HSBC PLC26,219 sh	26,219	$782.2K
GAMCO INVESTORS, ET AL23,825 sh	23,825	$714.8K
LEUCADIA NATIONAL23,003 sh	23,003	$690.1K
iSAM Funds (UK) Ltd13,249 sh	13,249	$397.5K
FOX RUN MANAGEMENT, L.L.C.13,153 sh	13,153	$384.9K
VIRGINIA RETIREMENT SYSTEMS ET Al12,800 sh	12,800	$384.0K
HighTower Advisors12,659 sh	12,659	$379.8K
Janney Montgomery Scott11,233 sh	11,233	$337.0K
BALYASNY ASSET MANAGEMENT L.P.10,626 sh	10,626	$318.8K
GTS SECURITIES9,929 sh	9,929	$297.9K
Mariner9,915 sh	9,915	$297.3K
Persistent Asset Partners Ltd9,354 sh	9,354	$280.6K
Focus Partners Wealth7,475 sh	7,475	$224.3K
QUADRANT CAPITAL GROUP156 sh	156	$51.3K
TD PRIVATE CLIENT WEALTH1,212 sh	1,212	$36.4K
Bayforest Capital Ltd591 sh	591	$17.7K
Sound Income Strategies483 sh	483	$14.6K
Root Financial Partners84 sh	84	$2.5K
TWIN PEAKS WEALTH ADVISORS57 sh	57	$1.7K
MAI Capital Management35 sh	35	$1.1K
SIGNATUREFD30 sh	30	$900.00
Caitong International Asset Management , Ltd3 sh	3	$90.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.