Beacon Financial Corp — Institutional Ownership
Which tracked institutions hold BBT, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
23
Funds holding
$700455894
Total value held
Buying
13 added/new · 9 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $365451632 | 12181721 | -181314 | -1.47% |
| 2 | State Street Corp | $142619580 | 4753986 | -300054 | -5.94% |
| 3 | Goldman Sachs Group Inc | $42692267 | 1423076 | +147797 | +11.59% |
| 4 | Morgan Stanley | $40086014 | 1336199 | -229605 | -14.66% |
| 5 | Northern Trust Corp | $24794370 | 826479 | +6080 | +0.74% |
| 6 | Bank Of America Corp /De/ | $18783120 | 626104 | +13249 | +2.16% |
| 7 | Bank Of New York Mellon Corp | $15833575 | 527786 | -15898 | -2.92% |
| 8 | Principal Financial Group Inc | $12219930 | 407331 | +7443 | +1.86% |
| 9 | Invesco Ltd. | $11803295 | 447603 | -1183589 | -72.56% |
| 10 | Ameriprise Financial Inc | $6539117 | 217971 | -142844 | -39.59% |
| 11 | Citigroup Inc | $3398672 | 128884 | -99311 | -43.52% |
| 12 | Wells Fargo & Company/Mn | $2587855 | 98136 | +32400 | +49.29% |
| 13 | Prudential Financial Inc | $2559360 | 85312 | +6725 | +8.56% |
| 14 | Raymond James Financial Inc | $2214690 | 73823 | -10931 | -12.90% |
| 15 | Fifth Third Bancorp | $2169800 | 72327 | +71733 | +12076.26% |
| 16 | Sei Investments Co | $1908680 | 63623 | +63623 | NEW BUY |
| 17 | Barclays Plc | $1704180 | 56806 | +56806 | NEW BUY |
| 18 | Royal Bank Of Canada | $1089000 | 36294 | +36294 | NEW BUY |
| 19 | Janus Henderson Group Plc | $1088097 | 36282 | +36282 | NEW BUY |
| 20 | Pnc Financial Services Group, Inc. | $446070 | 14869 | +354 | +2.44% |
| 21 | Bank Of Montreal /Can/ | $348330 | 11611 | +11611 | NEW BUY |
| 22 | Us Bancorp \De\ | $117360 | 3912 | -1552 | -28.40% |
| 23 | Tompkins Financial Corp | $900 | 30 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.