BBT

BBT — Institutional Investor Activity

Beacon Financial CORP

+$306.8M

Net Activity

Institutions Holding

291

Popularity Rank

#2052

Avg Weight

0.19%

Total Value

$2.3B

Ownership Trend

291 institutions currently hold BBT, with 141 net buyers and 125 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

125

Net Buying Institutions

141

Key Holders

Key Holders

Top 5 by Value

BlackRock, Inc.

Vanguard Portfolio Management LLC

Millennium Management LLC

Dimensional Fund Advisors LP

Fuller & Thaler Asset Management, INC.

Top 5 by Conviction

Strategic Value Bank Partners LLC

Ategra Capital Management, LLC

Azora Capital LP

HoldCo Asset Management, LP

Bayview Asset Management, LLC

View all 291 holding institutions

Quarterly Activity

Recent Activity

+$654.0M

Total Buy Value

$1.3B

Total Sell Value

New buy41

Trim91

Add100

Sold out34

141

Net Buyers

125

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-10

2026-07-10

No AI summary for this filing type

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding BEACON FINANCIAL CORP (BBT)?

Major stakeholders currently include BlackRock, Inc. ($365.5M), Vanguard Portfolio Management LLC ($154.0M), Millennium Management LLC ($153.4M). Based on the latest 13F filings, there are a total of 291 tracked investment funds and institutions maintaining positions in BBT.

What is the overall institutional sentiment toward BBT recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $306.8M, driven by 141 managers accumulating shares while 125 reduced their exposure.

Which institutions have been selling or reducing their BBT positions?

In the latest period, 91 funds trimmed their holdings, and 34 managers completely exited their positions. The aggregate reported sell value was $1.3B.

Are there any notable investors adding BBT to their portfolios?

Yes, buying activity remains notable. 41 institutions opened new positions in {ticker}, and 100 existing holders added to their shares. The total reported buy value for the quarter amounted to $654.0M.

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