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Beacon Financial Corp (BBT)

CUSIP: 084680107 | NYSE | Financial Services · Banks - Regional | Mid Cap | 833 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AMillennium Management LLC
with Integrated Core Strategies (US) LLC
3,515,9424.2%Newly reportedSep 30, 2026No 13F filer matched
13G/AMillennium Management LLC3,515,942
4.2% of class · Sep 30, 2026Newly reported
with Integrated Core Strategies (US) LLC
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP4,992,527
0.0% of portfolio›$139.7M
Principal Financial Group Inc401,807
0.0% of portfolio›$11.2M
Grace & White Inc186,349
0.9% of portfolio›$5.2M
Congress Asset Management Co173,531
0.0% of portfolio›$4.9M
Commonwealth Equity Services, LLC144,105
0.0% of portfolio›$4.0M
Hennessy Advisors Inc116,000
0.1% of portfolio›$3.2M
Brookstone Capital Management100,086
0.0% of portfolio›$2.8M
New York State Teachers Retirement System72,488
0.0% of portfolio›$2.0M
Citigroup Inc66,550
0.0% of portfolio›$1.9M
Hussman Strategic Advisors, Inc.63,000
0.4% of portfolio›$1.8M
Strs Ohio42,000
0.0% of portfolio›$1.2M
Y-Intercept (Hong Kong) Ltd36,611
0.0% of portfolio›$1.0M
Louisiana State Employees Retirement System35,700
0.0% of portfolio›$999.2K
Parsons Capital Management Inc29,860
0.0% of portfolio›$835.8K
Wealth Enhancement Advisory Services, LLC28,777
0.0% of portfolio›$790.8K
Arizona State Retirement System23,606
0.0% of portfolio›$660.7K
Flywheel Private Wealth LLC22,100
0.3% of portfolio›$618.6K
Amalgamated Bank21,765
0.0% of portfolio›$609.0K
Yousif Capital Management, LLC21,124
0.0% of portfolio›$591.3K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS19,748
0.0% of portfolio›$552.7K
Canton Hathaway, LLC19,360
0.1% of portfolio›$541.9K
Oregon Public Employees Retirement Fund18,827
0.0% of portfolio›$527.0K
Clark Financial Services Group Inc17,981
0.2% of portfolio›$503.3K
State of Alaska, Department of Revenue17,454
0.0% of portfolio›$487.0K
Choreo, LLC13,240
0.0% of portfolio›$370.6K
Pictet Asset Management Holding SA12,114
0.0% of portfolio›$339.1K
ProShare Advisors LLC11,668
0.0% of portfolio›$326.6K
Nisa Investment Advisors, LLC11,176
0.0% of portfolio›$312.8K
Plimoth Trust Co LLC10,544
0.1% of portfolio›$295.1K
Financial Planning Hawaii, Inc.10,380
0.2% of portfolio›$290.5K
Beese Fulmer Investment Management, Inc.10,350
0.0% of portfolio›$289.7K
Elco Management Co., LLC10,272
0.1% of portfolio›$287.5K
Hennion & Walsh Asset Management, Inc.9,723
0.0% of portfolio›$272.1K
Slocum, Gordon & Co LLP9,696
0.2% of portfolio›$271.4K
Beacon Bank & Trust9,688
0.1% of portfolio›$271.2K
Mutual of America Capital Management LLC9,564
0.0% of portfolio›$267.7K
Xponance LLC8,465
0.0% of portfolio›$236.9K
Boston Trust Walden Corp7,980
0.0% of portfolio›$223.4K
Kestra Advisory Services, LLC7,940
0.0% of portfolio›$222.3K
Creative Planning7,232
0.0% of portfolio›$202.4K
Loring Wolcott & Coolidge Fiduciary Advisors LLP5,031
0.0% of portfolio›$140.8K
Pinnacle Wealth Planning Services, Inc.4,789
0.0% of portfolio›$134.0K
KBC Group NV3,519
0.0% of portfolio›$98.0K
Flagship Wealth Advisors, LLC3,000
0.0% of portfolio›$84.0K
Farther Finance Advisors, LLC2,852
0.0% of portfolio›$79.8K
Versant Capital Management, Inc2,572
0.0% of portfolio›$72.0K
Blue Trust, Inc.2,118
0.0% of portfolio›$59.3K
Gamma Investing LLC2,064
0.0% of portfolio›$57.8K
Brown, Lisle Ings, Inc.1,893
0.0% of portfolio›$53.0K
Sterling Capital Management LLC1,890
0.0% of portfolio›$52.9K
Trust Co of Vermont1,346
0.0% of portfolio›$37.7K
Mitsubishi UFJ Asset Management Co., Ltd.1,140
0.0% of portfolio›$31.9K
Salomon & Ludwin, LLC966
0.0% of portfolio›$27.0K
Montag A & Associates Inc945
0.0% of portfolio›$26.5K
EverSource Wealth Advisors, LLC908
0.0% of portfolio›$25.4K
Armstrong Advisory Group, Inc709
0.0% of portfolio›$19.8K
Caitong International Asset Management Co., Ltd530
0.0% of portfolio›$14.8K
Triumph Capital Management504
0.0% of portfolio›$14.1K
Coastline Trust Co491
0.0% of portfolio›$13.7K
Bare Financial Services, Inc381
0.0% of portfolio›$10.7K
New England Capital Financial Advisors LLC351
0.0% of portfolio›$9.8K
Harbor Capital Advisors, Inc.342
0.0% of portfolio›$10
Covestor Ltd336
0.0% of portfolio›$10
Barrett & Company, Inc.336
0.0% of portfolio›$9.4K
Essential Partners LLC278
0.0% of portfolio›$7.8K
Parkside Financial Bank & Trust264
0.0% of portfolio›$7.4K
True Wealth Design, LLC221
0.0% of portfolio›$6.2K
MassMutual Private Wealth & Trust, FSB193
0.0% of portfolio›$5.4K
UMB Private Wealth Management, LLC180
0.0% of portfolio›$5.0K
Pension & Wealth Management Advisors, Inc.169
0.0% of portfolio›$4.7K
Torren Management, LLC149
0.0% of portfolio›$4.2K
Parallel Advisors, LLC147
0.0% of portfolio›$4.1K
Elyxium Wealth, LLC103
0.0% of portfolio›$2.9K
Provenance Wealth Advisors, LLC84
0.0% of portfolio›$2.4K
Farmers & Merchants Investments Inc83
0.0% of portfolio›$2.3K
Cassaday & Co Wealth Management LLC59
0.0% of portfolio›$1.7K
RMG Wealth Management LLC55
0.0% of portfolio›$1.6K
IFP Advisors, Inc50
0.0% of portfolio›$1.4K
Root Financial Partners, LLC48
0.0% of portfolio›$1.3K
Tompkins Financial Corp30
0.0% of portfolio›$840
Assetmark, Inc23
0.0% of portfolio›$644
Ascentis Wealth Management, LLC21
0.0% of portfolio›$587
Valley National Advisers Inc18
0.0% of portfolio›$504
Cedar Mountain Advisors, LLC16
0.0% of portfolio›$448
Proathlete Wealth Management LLC14
0.0% of portfolio›$391
Gilpin Wealth Management, LLC6
0.0% of portfolio›$168
Financial Consulate, Inc6
0.0% of portfolio›$168
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
4,992,527$139.7M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
401,807$11.2M0.0%CoreLowDes Moines, IA2026-11-02
Grace & White Inc
186,349$5.2M0.9%Deep ValueVery LowNy, NY2026-10-23
Congress Asset Management Co
173,531$4.9M0.0%GrowthMediumBoston, MA2026-10-06
Commonwealth Equity Services, LLC
144,105$4.0M0.0%ETFLowWaltham, MA2026-11-02
Hennessy Advisors Inc
116,000$3.2M0.1%Deep ValueMediumNovato, CA2026-10-28
Brookstone Capital Management
100,086$2.8M0.0%ETFMediumWheaton, IL2026-10-22
New York State Teachers Retirement System
72,488$2.0M0.0%CoreVery LowAlbany, NY2026-10-22
Citigroup Inc
66,550$1.9M0.0%CoreMediumNew York, NY2026-11-04
Hussman Strategic Advisors, Inc.
63,000$1.8M0.4%YieldVery HighEllicott City, MD2026-11-02
Strs Ohio
42,000$1.2M0.0%CoreMediumColumbus, OH2026-10-30
Y-Intercept (Hong Kong) Ltd
36,611$1.0M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Louisiana State Employees Retirement System
35,700$999.2K0.0%IndexLowBaton Rouge, LA2026-10-20
Parsons Capital Management Inc
29,860$835.8K0.0%CoreLowProvidence, RI2026-10-28
Wealth Enhancement Advisory Services, LLC
28,777$790.8K0.0%CoreLowPlymouth, MN2026-10-13
Arizona State Retirement System
23,606$660.7K0.0%IndexVery LowPhoenix, AZ2026-11-03
Flywheel Private Wealth LLC
22,100$618.6K0.3%ETFVery LowLos Altos, CA2026-11-02
Amalgamated Bank
21,765$609.0K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
21,124$591.3K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
19,748$552.7K0.0%CoreLowHarrisburg, PA2026-11-03
Canton Hathaway, LLC
19,360$541.9K0.1%ValueLowProvidence, RI2026-10-23
Oregon Public Employees Retirement Fund
18,827$527.0K0.0%IndexVery LowTigard, OR2026-10-30
Clark Financial Services Group Inc
17,981$503.3K0.2%ETFLowChesterfield, MO2026-10-19
State of Alaska, Department of Revenue
17,454$487.0K0.0%CoreVery LowJuneau, AK2026-10-15
Choreo, LLC
13,240$370.6K0.0%IndexLowRockford, IL2026-10-28
Pictet Asset Management Holding SA
12,114$339.1K0.0%GrowthMediumCarouge, Switzerland2026-11-03
ProShare Advisors LLC
11,668$326.6K0.0%GrowthLowBethesda, MD2026-10-29
Nisa Investment Advisors, LLC
11,176$312.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
Plimoth Trust Co LLC
10,544$295.1K0.1%CoreLowSwansea, MA2026-10-26
Financial Planning Hawaii, Inc.
10,380$290.5K0.2%CoreVery LowHonolulu, HI2026-10-13
Beese Fulmer Investment Management, Inc.
10,350$289.7K0.0%CoreLowCanton, OH2026-10-23
Elco Management Co., LLC
10,272$287.5K0.1%CoreLowNew York, NY2026-10-14
Hennion & Walsh Asset Management, Inc.
9,723$272.1K0.0%ValueMediumParsippany, NJ2026-10-13
Slocum, Gordon & Co LLP
9,696$271.4K0.2%YieldMediumNewport, RI2026-10-19
Beacon Bank & Trust
9,688$271.2K0.1%CoreMediumBoston, MA2026-10-27
Mutual of America Capital Management LLC
9,564$267.7K0.0%IndexLowNew York, NY2026-10-23
Xponance LLC
8,465$236.9K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Boston Trust Walden Corp
7,980$223.4K0.0%CoreLowBoston, MA2026-10-30
Kestra Advisory Services, LLC
7,940$222.3K0.0%CoreLowAustin, TX2026-11-02
Creative Planning
7,232$202.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
5,031$140.8K0.0%GrowthVery LowBoston, MA2026-10-23
Pinnacle Wealth Planning Services, Inc.
4,789$134.0K0.0%GARPLowMansfield, OH2026-10-27
KBC Group NV
3,519$98.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Flagship Wealth Advisors, LLC
3,000$84.0K0.0%ETFLowWakefield, MA2026-11-03
Farther Finance Advisors, LLC
2,852$79.8K0.0%IndexLowSan Francisco, CA2026-10-08
Versant Capital Management, Inc
2,572$72.0K0.0%GARPLowPhoenix, AZ2026-10-02
Blue Trust, Inc.
2,118$59.3K0.0%ETFLowBrentwood, TN2026-10-15
Gamma Investing LLC
2,064$57.8K0.0%IndexVery LowFoster City, CA2026-10-08
Brown, Lisle Ings, Inc.
1,893$53.0K0.0%CoreVery LowProvidence, RI2026-10-16
Sterling Capital Management LLC
1,890$52.9K0.0%GARPMediumCharlotte, NC2026-10-22
Trust Co of Vermont
1,346$37.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Mitsubishi UFJ Asset Management Co., Ltd.
1,140$31.9K0.0%IndexVery LowTokyo, Mexico2026-11-05
Salomon & Ludwin, LLC
966$27.0K0.0%ETFVery LowRichmond, VA2026-10-29
Montag A & Associates Inc
945$26.5K0.0%CoreLowAtlanta, GA2026-10-29
EverSource Wealth Advisors, LLC
908$25.4K0.0%CoreMediumBirmingham, AL2026-11-04
Armstrong Advisory Group, Inc
709$19.8K0.0%ETFHighNeedham, MA2026-10-09
Caitong International Asset Management Co., Ltd
530$14.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Triumph Capital Management
504$14.1K0.0%ETFMediumDenver, CO2026-10-14
Coastline Trust Co
491$13.7K0.0%GrowthVery LowProvidence, RI2026-10-01
Bare Financial Services, Inc
381$10.7K0.0%ETFVery LowGap, PA2026-11-04
New England Capital Financial Advisors LLC
351$9.8K0.0%ETFLowMeriden, CT2026-11-03
Harbor Capital Advisors, Inc.
342$100.0%ValueHighChicago, IL2026-10-22
Covestor Ltd
336$100.0%ValueHighLondon, United Kingdom2026-10-30
Barrett & Company, Inc.
336$9.4K0.0%ETFLowProvidence, RI2026-10-22
Essential Partners LLC
278$7.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Parkside Financial Bank & Trust
264$7.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
True Wealth Design, LLC
221$6.2K0.0%ETFMediumAkron, OH2026-10-13
MassMutual Private Wealth & Trust, FSB
193$5.4K0.0%CoreLowSpringfield, MA2026-10-05
UMB Private Wealth Management, LLC
180$5.0K0.0%GrowthN/AKansas City, MO2026-10-19
Pension & Wealth Management Advisors, Inc.
169$4.7K0.0%ETFLowWaltham, MA2026-10-16
Torren Management, LLC
149$4.2K0.0%ETFMediumSan Diego, CA2026-10-29
Parallel Advisors, LLC
147$4.1K0.0%IndexLowSan Francisco, CA2026-11-03
Elyxium Wealth, LLC
103$2.9K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Provenance Wealth Advisors, LLC
84$2.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Farmers & Merchants Investments Inc
83$2.3K0.0%CoreVery LowLincoln, NE2026-10-22
Cassaday & Co Wealth Management LLC
59$1.7K0.0%ETFVery LowMclean, VA2026-10-27
RMG Wealth Management LLC
55$1.6K0.0%ETFVery HighPlatteville, WI2026-10-26
IFP Advisors, Inc
50$1.4K0.0%GrowthLowTampa, FL2026-10-16
Root Financial Partners, LLC
48$1.3K0.0%ETFMediumEncinitas, CA2026-10-21
Tompkins Financial Corp
30$8400.0%CoreLowIthaca, NY2026-10-05
Assetmark, Inc
23$6440.0%ETFLowConcord, CA2026-10-21
Ascentis Wealth Management, LLC
21$5870.0%Agg GrowthLowDallas, TX2026-11-03
Valley National Advisers Inc
18$5040.0%ETFLowBethlehem, PA2026-10-23
Cedar Mountain Advisors, LLC
16$4480.0%ETFVery LowLake Oswego, OR2026-10-15
Proathlete Wealth Management LLC
14$3910.0%ETFVery LowBoca Raton, FL2026-10-15
Gilpin Wealth Management, LLC
6$1680.0%GrowthLowDenver, CO2026-10-09
Financial Consulate, Inc
6$1680.0%ETFLowHunt Valley, MD2026-10-23