Beacon Financial Corp — Institutional Ownership
Which tracked institutions hold BBT, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
29
Funds holding
$761674338
Total value held
Buying
17 added/new · 10 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $376551582 | 12366226 | +184505 | +1.51% |
| 2 | State Street Corp | $156179116 | 5129035 | +375049 | +7.89% |
| 3 | Morgan Stanley | $50729025 | 1665977 | +329778 | +24.68% |
| 4 | Bank Of America Corp /De/ | $32393593 | 1063829 | +437725 | +69.91% |
| 5 | Goldman Sachs Group Inc | $29016225 | 952914 | -470162 | -33.04% |
| 6 | Northern Trust Corp | $27735656 | 910859 | +84380 | +10.21% |
| 7 | Bank Of New York Mellon Corp | $16477552 | 541135 | +13349 | +2.53% |
| 8 | Principal Financial Group Inc | $12364709 | 406066 | -1265 | -0.31% |
| 9 | Invesco Ltd. | $12288401 | 403560 | +403560 | NEW BUY |
| 10 | Jpmorgan Chase & Co | $10180239 | 329351 | -18039 | -5.19% |
| 11 | Ubs Group Ag | $8429352 | 276826 | +276826 | NEW BUY |
| 12 | Ameriprise Financial Inc | $6333495 | 207997 | +207997 | NEW BUY |
| 13 | Hennessy Advisors Inc | $3501750 | 115000 | +115000 | NEW BUY |
| 14 | Citigroup Inc | $3131569 | 102843 | -26041 | -20.20% |
| 15 | Prudential Financial Inc | $2633834 | 86497 | +1185 | +1.39% |
| 16 | Wells Fargo & Company/Mn | $2436692 | 80023 | +42387 | +112.62% |
| 17 | Fifth Third Bancorp | $2147101 | 70512 | -1815 | -2.51% |
| 18 | Raymond James Financial Inc | $1997855 | 65611 | -8212 | -11.12% |
| 19 | Barclays Plc | $1185633 | 38937 | -17869 | -31.46% |
| 20 | Janus Henderson Group Plc | $1088097 | 36282 | +36282 | NEW BUY |
| 21 | Royal Bank Of Canada | $1076000 | 35351 | -943 | -2.60% |
| 22 | Sei Investments Co | $1001956 | 32906 | -30717 | -48.28% |
| 23 | Stifel Financial Corp | $913097 | 29991 | +29991 | NEW BUY |
| 24 | Allstate Corp | $669321 | 21981 | +21981 | NEW BUY |
| 25 | Pnc Financial Services Group, Inc. | $447950 | 14711 | -158 | -1.06% |
| 26 | Bank Of Montreal /Can/ | $384857 | 12639 | +1028 | +8.85% |
| 27 | Hancock Whitney Corp | $259647 | 8527 | +8527 | NEW BUY |
| 28 | Us Bancorp \De\ | $119120 | 3912 | — | Held |
| 29 | Tompkins Financial Corp | $914 | 30 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.