BBT: Beacon Financial Corp insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Activist and 5% holders
| Filed | What | Holder | Stake | Change | Filing |
|---|---|---|---|---|---|
| 2026-08-14 | Fell below 5% | Fuller & Thaler Asset Management, Inc. | 4.70% | SEC |
Institutional ownership (Q2 2026)
294 institutions reported holding $2.29B of Beacon Financial Corp on Form 13F (293 the quarter before). 34 opened a new position and 33 sold out. Shares held by institutions: -1%.
| Largest holders | Shares | Value |
|---|---|---|
| BlackRock, Inc. | 12,366,226 | $376.55M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,212,012 | $158.71M |
| MILLENNIUM MANAGEMENT LLC | 5,165,656 | $157.29M |
| STATE STREET CORP | 5,129,035 | $156.18M |
| DIMENSIONAL FUND ADVISORS LP | 4,955,978 | $150.91M |
| FULLER & THALER ASSET MANAGEMENT, INC. | 3,936,942 | $119.88M |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,761,172 | $114.53M |
| Verition Fund Management LLC | 2,403,149 | $73.18M |
| HoldCo Asset Management, LP | 2,263,000 | $68.91M |
| GEODE CAPITAL MANAGEMENT, LLC | 2,160,024 | $65.79M |
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