Beacon Financial Corp (BBT) — Institutional Holders, Q2 2026 (page 3)
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 201 to 295. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BBT 13F holders ranked 201–295 of 295
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Creative Planning#201 · 7,416 sh | 7,416 | $225.8K | <0.01% | -73.7% |
| 202 | PROFUND ADVISORS#202 · 7,334 sh | 7,334 | $223.3K | <0.01% | -8.2% |
| 203 | PRAXIS INVESTMENT MANAGEMENT#203 · 7,000 sh | 7,000 | $213.0K | 0.01% | 0.0% |
| 204 | Crossmark Global#204 · 6,860 sh | 6,860 | $208.9K | — | 0.0% |
| 205 | Integrated Wealth Concepts#205 · 6,812 sh | 6,812 | $207.4K | <0.01% | New |
| 206 | Prosperity Consulting Group#206 · 6,682 sh | 6,682 | $203.5K | <0.01% | 0.0% |
| 207 | South Dakota Investment Council#207 · 6,252 sh | 6,252 | $190.0K | <0.01% | -1.6% |
| 208 | Tower Research Capital (TRC)#208 · 6,113 sh | 6,113 | $186.1K | <0.01% | +0.7% |
| 209 | Eurizon Capital SGR S.p.A.#209 · 5,764 sh | 5,764 | $178.3K | <0.01% | +6.3% |
| 210 | ST GERMAIN D J#210 · 5,375 sh | 5,375 | $163.7K | <0.01% | 0.0% |
| 211 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#211 · 5,031 sh | 5,031 | $153.2K | — | 0.0% |
| 212 | HANTZ FINANCIAL SERVICES#212 · 5,007 sh | 5,007 | $152.0K | <0.01% | -9.8% |
| 213 | Pinnacle Wealth Planning Services#213 · 4,722 sh | 4,722 | $143.8K | — | +0.5% |
| 214 | US BANCORP \DE\#214 · 3,912 sh | 3,912 | $119.1K | <0.01% | 0.0% |
| 215 | KBC Group NV#215 · 3,519 sh | 3,519 | $107.0K | — | 0.0% |
| 216 | BNP Paribas Asset Management Holding S.A.#216 · 3,428 sh | 3,428 | $104.4K | <0.01% | +2.7% |
| 217 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#217 · 3,211 sh | 3,211 | $97.8K | <0.01% | 0.0% |
| 218 | Farther Finance Advisors#218 · 3,074 sh | 3,074 | $93.6K | — | -10.0% |
| 219 | FLAGSHIP WEALTH ADVISORS#219 · 3,000 sh | 3,000 | $91.3K | 0.02% | New |
| 220 | SRS Capital Advisors#220 · 2,955 sh | 2,955 | $90.0K | <0.01% | +2362.5% |
| 221 | Ronald Blue#221 · 2,719 sh | 2,719 | $82.8K | — | -15.6% |
| 222 | Versant Capital Management#222 · 2,572 sh | 2,572 | $78.3K | — | +2.4% |
| 223 | Measured Wealth Private Client Group#223 · 2,337 sh | 2,337 | $71.2K | 0.02% | 0.0% |
| 224 | Global Retirement Partners#224 · 2,287 sh | 2,287 | $69.6K | <0.01% | — |
| 225 | State of Wyoming#225 · 2,097 sh | 2,097 | $63.9K | <0.01% | New |
| 226 | Rockefeller Capital Management L.P.#226 · 2,076 sh | 2,076 | $63.2K | <0.01% | -1.7% |
| 227 | GAMMA Investing#227 · 1,933 sh | 1,933 | $58.9K | — | +1.3% |
| 228 | BROWN, LISLE/CUMMINGS#228 · 1,893 sh | 1,893 | $57.6K | — | 0.0% |
| 229 | JONES FINANCIAL COMPANIES LLLP#229 · 1,409 sh | 1,409 | $44.1K | 0.00% | +30.6% |
| 230 | PINNEY & SCOFIELD#230 · 1,447 sh | 1,447 | $44.0K | 0.02% | 0.0% |
| 231 | Sterling Capital Management#231 · 1,430 sh | 1,430 | $43.5K | — | -48.2% |
| 232 | Smartleaf Asset Management#232 · 1,382 sh | 1,382 | $42.7K | <0.01% | 0.0% |
| 233 | NBT BANK N A#233 · 1,399 sh | 1,399 | $42.6K | — | +1.2% |
| 234 | New Age Alpha Advisors#234 · 1,364 sh | 1,364 | $41.5K | <0.01% | New |
| 235 | OF VERMONT#235 · 1,346 sh | 1,346 | $41.0K | — | — |
| 236 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#236 · 1,216 sh | 1,216 | $37.0K | <0.01% | -13.4% |
| 237 | Mitsubishi UFJ Asset Management , Ltd.#237 · 1,140 sh | 1,140 | $34.7K | 0.00% | 0.0% |
| 238 | BESSEMER GROUP#238 · 1,042 sh | 1,042 | $32.0K | 0.00% | 0.0% |
| 239 | Salomon & Ludwin#239 · 966 sh | 966 | $29.8K | <0.01% | -14.1% |
| 240 | MONTAG A & ASSOCIATES#240 · 945 sh | 945 | $28.8K | <0.01% | 0.0% |
| 241 | EverSource Wealth Advisors#241 · 896 sh | 896 | $27.3K | <0.01% | -57.1% |
| 242 | Nykredit A/S#242 · 802 sh | 802 | $24.4K | <0.01% | — |
| 243 | Glen Eagle Advisors#243 · 771 sh | 771 | $23.5K | <0.01% | 0.0% |
| 244 | WHITTIER#244 · 728 sh | 728 | $22.0K | <0.01% | 0.0% |
| 245 | ARMSTRONG ADVISORY GROUP#245 · 709 sh | 709 | $21.6K | — | 0.0% |
| 246 | Optiver Holding B.V.#246 · 660 sh | 660 | $20.1K | 0.00% | New |
| 247 | LRI Investments#247 · 605 sh | 605 | $18.4K | <0.01% | 0.0% |
| 248 | Kemnay Advisory Services#248 · 583 sh | 583 | $17.8K | <0.01% | +19.0% |
| 249 | Triumph Capital Management#249 · 504 sh | 504 | $15.3K | — | 0.0% |
| 250 | Coastline#250 · 491 sh | 491 | $15.0K | — | 0.0% |
| 251 | HUNTINGTON NATIONAL BANK#251 · 487 sh | 487 | $14.8K | <0.01% | +130.8% |
| 252 | UMB Bank, n.a.#252 · 428 sh | 428 | $13.0K | <0.01% | +16.9% |
| 253 | GW&K Investment Management#253 · 410 sh | 410 | $12.0K | <0.01% | 0.0% |
| 254 | Bare Financial Services#254 · 373 sh | 373 | $11.4K | <0.01% | +71.9% |
| 255 | Avalon#255 · 371 sh | 371 | $11.3K | <0.01% | 0.0% |
| 256 | HARBOR CAPITAL ADVISORS#256 · 348 sh | 348 | $11.0K | — | 0.0% |
| 257 | Covestor Ltd#257 · 363 sh | 363 | $11.0K | <0.01% | +5085.7% |
| 258 | New England Capital Financial Advisors#258 · 351 sh | 351 | $10.7K | <0.01% | -42.7% |
| 259 | BARRETT & COMPANY#259 · 336 sh | 336 | $10.2K | — | 0.0% |
| 260 | Vision Retirement#260 · 309 sh | 309 | $9.4K | <0.01% | 0.0% |
| 261 | Essential Partners#261 · 280 sh | 280 | $8.5K | — | -70.3% |
| 262 | ROTHSCHILD INVESTMENT#262 · 236 sh | 236 | $7.2K | <0.01% | -8.5% |
| 263 | Allworth Financial#263 · 233 sh | 233 | $7.1K | 0.00% | +2.2% |
| 264 | True Wealth Design#264 · 221 sh | 221 | $6.7K | — | 0.0% |
| 265 | Fulcrum Asset Management LLP#265 · 204 sh | 204 | $6.3K | <0.01% | New |
| 266 | MassMutual Private Wealth & , FSB#266 · 193 sh | 193 | $5.9K | — | -27.2% |
| 267 | LOS ANGELES CAPITAL MANAGEMENT#267 · 189 sh | 189 | $5.8K | 0.00% | -81.3% |
| 268 | Larson Financial Group#268 · 178 sh | 178 | $5.4K | <0.01% | +111.9% |
| 269 | Parkside Financial Bank#269 · 170 sh | 170 | $5.2K | — | +31.8% |
| 270 | Neo Ivy Capital Management#270 · 152 sh | 152 | $4.6K | <0.01% | -98.0% |
| 271 | Torren Management#271 · 148 sh | 148 | $4.5K | <0.01% | 0.0% |
| 272 | Parallel Advisors#272 · 147 sh | 147 | $4.5K | <0.01% | +63.3% |
| 273 | Keating Financial Advisory Services#273 · 110 sh | 110 | $3.4K | <0.01% | 0.0% |
| 274 | DANSKE BANK A/S#274 · 100 sh | 100 | $3.0K | 0.00% | 0.0% |
| 275 | Quarry#275 · 78 sh | 78 | $2.4K | <0.01% | New |
| 276 | BELLEVUE ASSET MANAGEMENT#276 · 75 sh | 75 | $2.3K | <0.01% | New |
| 277 | Cassaday & Wealth Management#277 · 59 sh | 59 | $1.8K | — | 0.0% |
| 278 | BROWN BROTHERS HARRIMAN#278 · 55 sh | 55 | $1.7K | 0.00% | -17.9% |
| 279 | IFP Advisors#279 · 50 sh | 50 | $1.5K | — | 0.0% |
| 280 | FARMERS & MERCHANTS INVESTMENTS#280 · 48 sh | 48 | $1.5K | — | 0.0% |
| 281 | HARBOUR INVESTMENTS#281 · 45 sh | 45 | $1.4K | 0.00% | New |
| 282 | Evolution Advisers#282 · 33 sh | 33 | $1.0K | <0.01% | New |
| 283 | TOMPKINS FINANCIAL#283 · 30 sh | 30 | $914.00 | — | 0.0% |
| 284 | Cedar Mountain Advisors#284 · 27 sh | 27 | $822.00 | — | 0.0% |
| 285 | Rossby Financial, LCC#285 · 20 sh | 20 | $609.00 | <0.01% | 0.0% |
| 286 | Plante Moran Financial Advisors#286 · 16 sh | 16 | $487.00 | 0.00% | New |
| 287 | RAFFA WEALTH MANAGEMENT#287 · 13 sh | 13 | $396.00 | 0.00% | 0.0% |
| 288 | Silver Grove Financial Group#288 · 13 sh | 13 | $396.00 | <0.01% | New |
| 289 | GILPIN WEALTH MANAGEMENT#289 · 12 sh | 12 | $366.00 | — | -25.0% |
| 290 | SHP Wealth Management#290 · 10 sh | 10 | $305.00 | 0.00% | New |
| 291 | Ankerstar Wealth#291 · 9 sh | 9 | $274.00 | <0.01% | 0.0% |
| 292 | Davis Capital Management#292 · 4 sh | 4 | $122.00 | — | New |
| 293 | Dunhill Financial#293 · 1 sh | 1 | $47.00 | 0.00% | 0.0% |
| 294 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#294 · 99,200 sh | 99,200 | — | — | -2.6% |
| 295 | Quantum Portfolio Management#295 · 2,618 sh | 2,618 | — | — | New |
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.