BBT

Beacon Financial Corp$31.16 2.91%
FinancialsUSCUSIP 084680107· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
214
+1 QoQ
13F Value (tracked)
$2.1B
Insider Net · 180d
-$538K
0↑ 1↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)29 adding · 13 trimming
Insider net (180d)-$538K

Price & smart-money activity

$31.16 2.91%5Y +10.1%
$17.92$21.77$25.62$29.47$33.322021202220232024202520264
Hover for who · click for detailEnd-of-day closing prices52w $23.12 – $32.51

Top institutional holders

214 tracked 13F filers
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$365.5M
12.2M
−1.5%
Reduced · −181K sh
Q1 2026
2VANGUARD PORTFOLIO MANAGEMENT LLC
$154.0M
5.1M
New
+5.1M sh
Q1 2026
3MILLENNIUM MANAGEMENT LLC
$153.4M
5.1M
+678%
Added · +4.5M sh
Q1 2026
4DIMENSIONAL FUND ADVISORS LP
$144.6M
4.8M
−1.2%
Reduced · −57K sh
Q1 2026
5FULLER & THALER ASSET MANAGEMENT, INC.
$143.1M
4.8M
−2.2%
Reduced · −108K sh
Q1 2026
6STATE STREET CORP
$142.6M
4.8M
−5.9%
Reduced · −300K sh
Q1 2026
7VANGUARD CAPITAL MANAGEMENT LLC
$113.0M
3.8M
New
+3.8M sh
Q1 2026
8HoldCo Asset Management, LP
$61.8M
2.1M
Held
Q1 2026
9GEODE CAPITAL MANAGEMENT, LLC
$61.3M
2.0M
+3.1%
Added · +61K sh
Q1 2026
10Verition Fund Management LLC
$60.5M
2.0M
−11%
Reduced · −255K sh
Q1 2026
11ADAGE CAPITAL PARTNERS GP, L.L.C.
$54.8M
1.8M
−10%
Reduced · −211K sh
Q1 2026
12GOLDMAN SACHS GROUP INC
$42.7M
1.4M
+12%
Added · +148K sh
Q1 2026
13MORGAN STANLEY
$40.1M
1.3M
−15%
Reduced · −230K sh
Q1 2026
14MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$36.1M
1.2M
−10%
Reduced · −134K sh
Q1 2026
15SYSTEMATIC FINANCIAL MANAGEMENT LP
$33.8M
1.1M
−1.1%
Reduced · −13K sh
Q1 2026
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$32.7M
1.1M
−2.5%
Reduced · −28K sh
Q1 2026
17Nuveen, LLC
$25.8M
861K
+21%
Added · +147K sh
Q1 2026
18NORTHERN TRUST CORP
$24.8M
826K
+0.7%
Added · +6K sh
Q1 2026
19AMERICAN CENTURY COMPANIES INC
$24.0M
801K
−10%
Reduced · −89K sh
Q1 2026
20TWO SIGMA INVESTMENTS, LP
$18.9M
629K
+11%
Added · +63K sh
Q1 2026
21BANK OF AMERICA CORP /DE/
$18.8M
626K
+2.2%
Added · +13K sh
Q1 2026
22RENAISSANCE TECHNOLOGIES LLC
$17.1M
570K
−28%
Reduced · −227K sh
Q1 2026
23VANGUARD FIDUCIARY TRUST CO
$16.2M
541K
New
+541K sh
Q1 2026
24Bank of New York Mellon Corp
$15.8M
528K
−2.9%
Reduced · −16K sh
Q1 2026
25BRIDGEWAY CAPITAL MANAGEMENT, LLC
$15.8M
527K
+3.8%
Added · +19K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
5
funds
Added
24
funds
Reduced
13
funds
Exited
0
funds

Funds that own BBT also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT92 funds$39.0B
AMAZON.COM INCAMZN91 funds$28.2B
ALPHABET INC-CL AGOOGL91 funds$25.4B
APPLE INCAAPL90 funds$47.0B
BERKSHIRE HATHAWAY INC-CL BBRK/B90 funds$10.6B
COSTCO WHOLESALE CORPCOST90 funds$7.0B
LAM RESEARCH CORPLRCX90 funds$4.5B
NVIDIA CORPNVDA89 funds$52.9B
ELI LILLY & COLLY89 funds$10.3B
VISA INC-CLASS A SHARESV89 funds$8.2B
BANK OF AMERICA CORPBAC89 funds$4.7B
UNITEDHEALTH GROUP INCUNH89 funds$4.0B

Ranked by how many of BBT's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$538K
1 insiders
Net
-$538K
1 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Feb 26, 2026McCurdy Michael W.Chief Banking OfficerSell (S)17K$538K
Nov 4, 2025Hollister Thomas JDirectorBuy (P)4K$104K
Nov 4, 2025Callahan Mary AnneDirectorBuy (P)4K$99K
Nov 3, 2025Carlson Carl MCFO & Chief Strategy OfficerBuy (P)2K$49K
Nov 3, 2025Hughes William H IIIDirectorBuy (P)635$15K
Sep 12, 2025Hill Willard I JRDirectorSell (S)1K$26K

Institutional ownership over time

214 funds+82 since Q3 2024
0107214Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $2.1B

Recent filings

15 shown

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Ask your agent what changed in BBT

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

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Use Arkolith's capital_change_brief for BBT.
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corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BBT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.