13F

Stock

Beacon Financial Corp

BBT · held by 8 managers

Reported value

$45.9M

Holders

8

+1 new · −0 exited

Holders’ est. mark

−$157.7K

Price effect on 2 books still in the name

Largest holder

$28.6M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY1.2M$28.6MHeld
BANK OF AMERICA CORP /DE/595.6K$14.1MHeld
BARCLAYS PLC125.5K$2.98M−$156.8KAdded$24K
Savant Capital, LLC10.1K$238.8KNew
Essential Partners LLC1.54K$36.6K−$886Added$19.9K
Allworth Financial LP482$11.4KHeld
IFP Advisors, Inc151$3.58KHeld
KBC Group NV3.52K$83Held

Positions as of Q3 2025. 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.