13F

Stock

Beacon Financial Corp

BBT · held by 291 managers

Reported value

$2.3B

Holders

291

+41 new · −30 exited

Holders’ est. mark

$216.7M

Price effect on 211 books still in the name

Largest holder

$365.5M

BlackRock, Inc.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BlackRock, Inc.12.2M$365.5M$44.2MAdded$39.4M
VANGUARD PORTFOLIO MANAGEMENT LLC5.13M$154MHeld
MILLENNIUM MANAGEMENT LLC5.11M$153.4M$2.38MAdded$136M
DIMENSIONAL FUND ADVISORS LP4.82M$144.6M$17.5MAdded$16M
FULLER & THALER ASSET MANAGEMENT, INC.4.77M$143.1M$17.3MAdded$14.5M
State Street4.75M$142.6M$17.3MAdded$9.34M
VANGUARD CAPITAL MANAGEMENT LLC3.77M$113MHeld
Azora Capital LP3.14M$94.1M$11.4MAdded$11.5M
HoldCo Asset Management, LP2.06M$61.8M$7.48MAdded$7.48M
GEODE CAPITAL MANAGEMENT, LLC2.04M$61.3M$7.2MAdded$9.03M
Verition Fund Management LLC2.02M$60.5M$7.31MAdded$578K
ADAGE CAPITAL PARTNERS GP, L.L.C.1.83M$54.8M$6.63MAdded$1.07M
GOLDMAN SACHS GROUP INC1.42M$42.7M$4.63MAdded$9.06M
MORGAN STANLEY1.34M$40.1M$4.85MCut−$1.2M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1.2M$36.1M$4.37MAdded$833.9K
SYSTEMATIC FINANCIAL MANAGEMENT LP1.13M$33.8M$4.09MAdded$3.76M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.09M$32.7M$3.96MAdded$3.22M
Nuveen, LLC861.4K$25.8M$2.59MAdded$7.01M
NORTHERN TRUST CORP826.5K$24.8M$2.98MAdded$3.16M
AMERICAN CENTURY COMPANIES INC800.8K$24M$2.91MAdded$551.5K
TWO SIGMA INVESTMENTS, LP628.7K$18.9M$2.05MAdded$3.95M
BANK OF AMERICA CORP /DE/626.1K$18.8M$2.22MAdded$2.62M
STRATEGIC VALUE BANK PARTNERS LLC623.7K$18.7M$2.26MAdded$2.26M
Renaissance Technologies570.4K$17.1M$2.07MCut−$3.91M
VANGUARD FIDUCIARY TRUST CO541.3K$16.2MHeld
Bank of New York Mellon Corp527.8K$15.8M$1.92MAdded$1.5M
BRIDGEWAY CAPITAL MANAGEMENT, LLC527.1K$15.8M$1.84MAdded$2.42M
Ategra Capital Management, LLC511.3K$15.3M$1.86MAdded$1.86M
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC469.8K$14.1M$1.71MAdded$888.8K
Invesco Ltd.444.1K$13.3M$1.61MAdded$1.52M
UBS Group AG423.7K$12.7M$1.54MCut−$6.1M
PRINCIPAL FINANCIAL GROUP INC407.3K$12.2M$1.45MAdded$1.67M
BAYVIEW ASSET MANAGEMENT, LLC394.8K$11.8M$1.43MCut−$2.52M
Glendon Capital Management LP381.2K$11.4M$1.38MAdded$1.38M
JPMORGAN CHASE & CO347.4K$10.2M$1MCut−$1.91M
Empowered Funds, LLC331.1K$9.93MNew
ROYCE & ASSOCIATES LP317.6K$9.53M$1.15MAdded$1.17M
PUBLIC SECTOR PENSION INVESTMENT BOARD299.9K$9M$1.05MAdded$1.34M
MALTESE CAPITAL MANAGEMENT LLC260K$7.8M$798.6KAdded$2M
Icahn Capital252.3K$7.57M$915.6KAdded$917K
ExodusPoint Capital Management, LP244.4K$7.33M$415.6KAdded$4.31M
RHUMBLINE ADVISERS239.5K$7.19M$849KAdded$1.02M
AMERIPRISE FINANCIAL INC218K$6.54M$791.2KCut−$2.98M
LPL Financial LLC216.6K$6.5M$784.8KAdded$797.3K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC210.8K$6.32M$765.3KAdded$596.9K
ALLIANCEBERNSTEIN L.P.234.3K$6.18M$0Added$3.08M
MENDON CAPITAL ADVISORS CORP199.7K$5.99M$386.2KAdded$3.19M
Legal & General Group Plc186.4K$5.59M$676.6KAdded$214.7K
GRACE & WHITE INC /NY186.3K$5.59M$676.4KAdded$676.4K
Curi Capital, LLC170.1K$5.1M$316.5KAdded$2.8M
Swiss National Bank166.3K$4.99M$603.5KAdded$603.5K
Interval Partners, LP165.6K$4.97MNew
Citadel159.2K$4.78M$578KCut−$4.04M
VOLORIDGE INVESTMENT MANAGEMENT, LLC154.4K$4.63M$560.3KCut−$888.1K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP152.3K$4.57M$552.8KCut−$29.3M
EJF Capital LP148.2K$4.44M$531.6KAdded$582.7K
COMMONWEALTH EQUITY SERVICES, LLC145.4K$4.36M$507.6KAdded$674K
CONGRESS ASSET MANAGEMENT CO121.3K$3.64M$377.6KAdded$896.6K
HENNESSY ADVISORS INC111K$3.33M$235.9KAdded$1.62M
DARK FOREST CAPITAL MANAGEMENT LP110.8K$3.32M$112.2KAdded$2.51M
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM101.8K$3.05M$290.2KAdded$946.3K
Brevan Howard Capital Management LP100K$3MNew
CITIGROUP INC90.4K$2.71M$328.3KCut−$685.7K
Rafferty Asset Management, LLC87.9K$2.64M$319.1KCut−$1.21M
DEUTSCHE BANK AG\87.4K$2.62M$280.8KAdded$581.9K
PRUDENTIAL FINANCIAL INC85.3K$2.56M$285.3KAdded$487K
Artemis Investment Management LLP78.2K$2.35M$264.4KAdded$425.4K
Cutler Capital Management, LLC77.2K$2.32M$251.1KAdded$492.8K
SUSQUEHANNA INTERNATIONAL GROUP, LLP75.9K$2.28M$170.5KAdded$1.04M
VANGUARD ASSET MANAGEMENT, Ltd74.6K$2.24MHeld
RAYMOND JAMES FINANCIAL INC73.8K$2.21M$268KCut−$20.3K
FIFTH THIRD BANCORP72.3K$2.17M$2.16KAdded$2.15M
BOOTHBAY FUND MANAGEMENT, LLC64.5K$1.93MNew
SEI INVESTMENTS CO63.6K$1.91M$94.4KAdded$1.22M
Corient Private Wealth LLC62.9K$1.89M$227.4KAdded$236K
Pathstone Holdings, LLC61.6K$1.85M$223.7KAdded$222.8K
Cerity Partners LLC60.3K$1.81M$214.1KAdded$254.7K
Vanguard Global Advisers, LLC59.9K$1.8MHeld
Connor, Clark & Lunn Investment Management Ltd.57.8K$1.74M$172.5KAdded$482.7K
BARCLAYS PLC56.8K$1.7M$206.2KCut−$3.08M
Clarendon Private LLC50.9K$1.53MNew
Amundi49.8K$1.49M$73.3KAdded$962.3K
Quantinno Capital Management LP49.7K$1.49M$126.5KAdded$571.2K
WINTON GROUP Ltd48.6K$1.46M$160.1KAdded$293.7K
MetLife Investment Management, LLC45.6K$1.37M$165.4KAdded$105.5K
SummitTX Capital, L.P.45.5K$1.37M$159.6KAdded$206.5K
Illinois Municipal Retirement Fund44.6K$1.34M$157.4KAdded$195.8K
Schonfeld Strategic Advisors LLC43K$1.29M$156KAdded$97.9K
Fidelity41.2K$1.23M$139.7KAdded$219.4K
Universal- Beteiligungs- und Servicegesellschaft mbH40.6K$1.22M$147.3KAdded$147.3K
IRONWOOD INVESTMENT MANAGEMENT LLC40.3K$1.21M$88.9KAdded$564.1K
CM Management, LLC40K$1.2M$145.2KCut−$73.7K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.39.1K$1.17M$140.5KAdded$151.9K
IEQ CAPITAL, LLC37.7K$1.13M$86.3KAdded$504.1K
WELLS FARGO & COMPANY/MN37.6K$1.13M$136.6KCut−$1.46M
Louisiana State Employees Retirement System37.2K$1.12M$135KAdded$103.4K
MANUFACTURERS LIFE INSURANCE COMPANY, THE37K$1.11M$134.1KAdded$128.9K
ROYAL BANK OF CANADA36.3K$1.09M$124.8KAdded$182K
JANUS HENDERSON GROUP PLC36.3K$1.09M$131.7KAdded$131.7K
KENNEDY CAPITAL MANAGEMENT LLC36.1K$1.08MNew
FIRST TRUST ADVISORS LP35.8K$1.07M$101.8KAdded$333.8K
Cetera Investment Advisers33K$990.7K$119.9KAdded$115.6K
INTECH INVESTMENT MANAGEMENT LLC31.5K$944K$102.7KAdded$197.9K
PARSONS CAPITAL MANAGEMENT INC/RI29.9K$895.8K$101.3KAdded$160K
DRW Securities, LLC29.8K$894.2K$58.2KAdded$471.6K
Y-Intercept (Hong Kong) Ltd29.5K$883.8KNew
STIFEL FINANCIAL CORP28.7K$859.9K$45.7KAdded$528.5K
NEW YORK STATE COMMON RETIREMENT FUND28.3K$848.6K$102.7KAdded$97.4K
Creative Planning28.2K$846.7K$37.4KAdded$575.1K
Horizon Investments, LLC27.4K$820.7KNew
CAPTRUST FINANCIAL ADVISORS26.9K$807.7K$97.7KAdded$78.8K
PMC FIG Opportunities LLC26.2K$785.9KNew
HSBC HOLDINGS PLC26.2K$782.2K$90.3KCut−$556.5K
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC24.4K$730.8KNew
GAMCO INVESTORS, INC. ET AL23.8K$714.8K$86.5KAdded$86.5K
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM23.1K$691.7K$83.7KAdded$83.7K
Police & Firemen's Retirement System of New Jersey23.1K$691.7K$83.7KAdded$83.7K
ARIZONA STATE RETIREMENT SYSTEM23K$691.4K$83.7KAdded$73.8K
Jefferies Financial Group Inc.23K$690.1K$83.5KCut−$2.36M
OSAIC HOLDINGS, INC.22.4K$671.3K$79.8KAdded$91.4K
YOUSIF CAPITAL MANAGEMENT, LLC22.3K$668.9K$57.5KAdded$52.5K
Flywheel Private Wealth LLC22.1K$663KNew
XTX Topco Ltd21.7K$650.7KNew
BNP PARIBAS FINANCIAL MARKETS21.5K$645K$64.7KAdded$174.7K
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS20.7K$621.8K$75.2KAdded$74K
Private Advisor Group, LLC20.5K$614.9K$74.4KAdded$65.9K
Vanguard Investments Australia, Ltd.19.8K$594.9KHeld
Zurcher Kantonalbank (Zurich Cantonalbank)19.6K$587.7K$71.1KAdded$71.1K
Canton Hathaway, LLC19.4K$580.8K$70.3KCut−$655K
OREGON PUBLIC EMPLOYEES RETIREMENT FUND19.1K$573.8K$69.4KAdded$66.8K
KLP KAPITALFORVALTNING AS18.7K$561.5K$65.4KAdded$86.4K
State of Tennessee, Department of Treasury18.6K$556.8K$30.6KAdded$30.6K
Callan Family Office, LLC18.4K$552.7K$66.5KAdded$69.8K
MERCER GLOBAL ADVISORS INC /ADV16.7K$500.5K$52KAdded$122.4K
DGS Capital Management, LLC16.7K$499.9K$60.5KAdded$49.3K
JMN Financial LLC16.5K$494.8K$59.9KAdded$50.4K
CWM, LLC16.3K$488.3K$473.2KAdded$487.8K
Moors & Cabot, Inc.15.4K$462.6K$56KAdded$16K
Watershed Asset Management, L.L.C.15.2K$456.9K$55.3KAdded$55.3K
World Investment Advisors14.9K$446.8K$54.1KAdded$54.1K
PNC Financial Services Group, Inc.14.9K$446.1K$52.7KAdded$63.3K
MARSHALL WACE, LLP14.7K$441KNew
VOYA INVESTMENT MANAGEMENT LLC14.5K$436.1K$52.8KCut−$4.75M
Russell Investments Group, Ltd.14.1K$422.1K$51.1KCut−$302.3K
CHOREO, LLC14.1K$421.7K$47.4KAdded$64.2K
Mitsubishi UFJ Trust & Banking Corp13.9K$417.9K$50.6KAdded$50.6K
VICTORY CAPITAL MANAGEMENT INC13.5K$405.8K$46.8KAdded$65.6K
iSAM Funds (UK) Ltd13.2K$397.5KNew
CLARK FINANCIAL SERVICES GROUP INC /BD13.1K$393.5KNew
ProShare Advisors LLC13K$389.3K$47.1KCut−$38.3K
FIRST MANHATTAN CO. LLC.12.9K$385.9K$46.7KCut−$53.8K
FOX RUN MANAGEMENT, L.L.C.13.2K$384.9K$38KCut−$1.03M
HighTower Advisors, LLC12.7K$379.8K$39.3KAdded$94.2K
Hennion & Walsh Asset Management, Inc.12.7K$379.6K$45.9KAdded$40.6K
Maryland State Retirement & Pension System12.3K$370.1K$44.8KAdded$44.8K
Pictet Asset Management Holding SA12.1K$363.4K$44KAdded$44K
NEUBERGER BERMAN GROUP LLC12K$359.1K$42.2KAdded$52.8K
BANK OF MONTREAL /CAN/11.6K$348.3K$42.1KAdded$30.5K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC11.4K$345.1K$29.9KAdded$101.1K
Robertson Stephens Wealth Management, LLC10.8K$325.3K$39.4KAdded$39.4K
BEESE FULMER INVESTMENT MANAGEMENT, INC.10.7K$319.8K$38.7KAdded$38.3K
Balyasny Asset Management L.P.10.6K$318.8K$38.6KCut−$223.1K
NISA INVESTMENT ADVISORS, LLC10.4K$312.7K$8.19KAdded$253.2K
Financial Planning Hawaii, Inc.10.4K$311.4K$37.7KAdded$37.7K
Beacon Bank & Trust10.3K$310.2K$28.5KAdded$103.5K
GTS SECURITIES LLC9.93K$297.9KNew
Mariner, LLC9.91K$297.3K$35.9KAdded$33.8K
Savant Capital, LLC9.82K$294.7KNew
GREAT LAKES ADVISORS, LLC9.71K$291.1K$31.8KAdded$60.2K
Slocum, Gordon & Co LLP9.7K$290.9K$35.2KAdded$35.2K
STRS OHIO9.6K$288K$34.8KCut−$487.3K
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC9.59K$287.8K$34.8KAdded$34.9K
Orion Porfolio Solutions, LLC9.46K$283.7K$33.4KAdded$40.7K
Persistent Asset Partners Ltd9.35K$280.6KNew
CIBC Asset Management Inc8.26K$247.8K$30KAdded$24K
STATE OF WISCONSIN INVESTMENT BOARD8.25K$247.4KNew
ELCO Management Co., LLC8.24K$247.1KNew
Kestra Advisory Services, LLC8.09K$242.6K$29KAdded$31.7K
Ensign Peak Advisors, Inc8K$240.1K$29KAdded$29K
PROFUND ADVISORS LLC7.99K$239.6K$29KCut−$149.5K
XPONANCE LLC7.89K$236.7KNew
JOURNEY STRATEGIC WEALTH LLC7.87K$236K$28.1KAdded$32K
Joel Isaacson & Co., LLC7.84K$235.3K$28.5KAdded$28.5K
HBK Sorce Advisory LLC8.09K$234K−$21.4KCut−$21.4K
PLIMOTH TRUST CO LLC7.6K$228.1K$27.6KAdded$27.6K
Fiduciary Trust Co7.48K$224.3KNew
Focus Partners Wealth7.47K$224.3KNew
Neo Ivy Capital Management7.44K$223.3KNew
Icon Wealth Advisors, LLC7.09K$222.4KNew
Cornerstone Select Advisors, LLC7.34K$220.2KNew
Ameritas Investment Partners, Inc.6.97K$209K$25.3KAdded$25.3K
Crossmark Global Holdings, Inc.6.86K$205.8KNew
Prosperity Consulting Group, LLC6.68K$200.5KNew
Tower Research Capital LLC (TRC)6.07K$182.1K$12.9KAdded$88.5K
ST GERMAIN D J CO INC5.38K$161.3K$19.5KAdded$19.5K
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA5.03K$160.1K$17.3KAdded$17.3K
Eurizon Capital SGR S.p.A.5.42K$159.4K$16KAdded$4.71K
Pinnacle Wealth Planning Services, Inc.4.7K$140.9K$16.7KAdded$19.4K
US BANCORP \DE\3.91K$117.4K$14.2KCut−$26.7K
Farther Finance Advisors, LLC3.42K$103.3K$13.2KAdded$13.9K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.3.34K$100.2K$100.1KAdded$99.8K
Blue Trust, Inc.3.22K$96.6K$10.5KAdded$20.3K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3.21K$96.3K$11.7KCut−$23.9K
Sterling Capital Management LLC2.76K$82.9K$10KCut−$44.5K
Versant Capital Management, Inc2.51K$75.4K$8.77KAdded$11.7K
Measured Wealth Private Client Group, LLC2.34K$70.1K$8.48KCut−$19.3K
Rockefeller Capital Management L.P.2.11K$63.4K$4.4KAdded$31.4K
GAMMA Investing LLC1.91K$57.3K$5.87KAdded$14.7K
BROWN, LISLE/CUMMINGS, INC.1.89K$56.8K$6.87KAdded$6.87K
Steward Partners Investment Advisory, LLC1.53K$45.8K$457Added$42.5K
PINNEY & SCOFIELD, INC.1.45K$43.4K$5.25KAdded$5.25K
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO1.4K$42.1K$5.1KAdded$587
NBT BANK N A /NY1.38K$41.5K$4.98KAdded$5.4K
Smartleaf Asset Management LLC1.38K$40.5K$3.83KCut−$3.37K
EverSource Wealth Advisors, LLC1.22K$36.5K$4.42KAdded$2.76K
TD PRIVATE CLIENT WEALTH LLC1.21K$36.4K$4.4KAdded$4.4K
NewEdge Advisors, LLC34.5K$34.5K−$874.2KCut−$921.7K
Mitsubishi UFJ Asset Management Co., Ltd.1.14K$34.2K$4.1KAdded$4.1K
Salomon & Ludwin, LLC1.13K$34K$1.67KAdded$20.9K
JONES FINANCIAL COMPANIES LLLP1.08K$31.6K$181Added$29.9K
LOS ANGELES CAPITAL MANAGEMENT LLC1.01K$30.3K$5.96KAdded$5.96K
MONTAG A & ASSOCIATES INC945$28.4K$3.43KAdded$3.43K
Essential Partners LLC943$28.3K$3.38KAdded$3.71K
Glen Eagle Advisors, LLC771$23.1K$2.8KAdded$2.8K
WHITTIER TRUST CO728$22.4K$2.77KAdded$2.77K
ARMSTRONG ADVISORY GROUP, INC709$21.3K$2.57KAdded$2.57K
New England Capital Financial Advisors LLC613$18.4K$2.2KAdded$2.32K
LRI Investments, LLC605$18.1K$2.03KAdded$3.38K
Bayforest Capital Ltd591$17.7KNew
Triumph Capital Management504$15.1K$1.83KAdded$1.83K
Coastline Trust Co491$14.7K$1.78KAdded$1.78K
Kemnay Advisory Services Inc.490$14.7KNew
Sound Income Strategies, LLC483$14.6K$1.32KAdded$1.47K
Avalon Trust Co371$11.1KNew
UMB Bank, n.a.366$11K$1.24KAdded$1.99K
BARRETT & COMPANY, INC.336$10.1K$1.22KAdded$1.22K
Vision Retirement, LLC309$9.27K$1.12KAdded$1.12K
MassMutual Private Wealth & Trust, FSB265$7.95K$962Added$962
ROTHSCHILD INVESTMENT LLC258$7.74K$820Added$1.78K
Allworth Financial LP228$6.84K$776Added$1.2K
True Wealth Design, LLC221$6.63K$802Added$802
Bare Financial Services, Inc217$6.51KNew
HUNTINGTON NATIONAL BANK211$6.33K$766Added$766
ALGERT GLOBAL LLC201K$6.03KNew
THOMPSON SIEGEL & WALMSLEY LLC181.4K$5.44K$659Cut−$1.45K
Torren Management, LLC148$4.43K$525Cut−$30.8K
Parkside Financial Bank & Trust129$3.87K$468Added$468
Arax Advisory Partners120$3.6K$293Added$1.46K
PRICE T ROWE ASSOCIATES INC /MD/112.5K$3.38K$382Added$602
Keating Financial Advisory Services, Inc.110$3.3K$160Added$2.14K

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.