# BEACON FINANCIAL CORP. (BBT)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BBT/

- Reporting holders: 9
- Reported value: $5.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $4.9M | 173,531 | 0.0% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $79.8K | 2,852 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $72.0K | 2,572 | 0.0% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $57.8K | 2,064 | 0.0% | 12 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $19.8K | 709 | 0.0% | 16 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $13.7K | 491 | 0.0% | 5 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $5.4K | 193 | 0.0% | 13 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $840 | 30 | 0.0% | 5 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $168 | 6 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $5.1M |
| Q2 2026 | 296 | $2.6B |
| Q1 2026 | 294 | $2.3B |
| Q4 2025 | 282 | $2.2B |
| Q3 2025 | 277 | $1.8B |
| Q2 2025 | 232 | $1.1B |
| Q1 2025 | 230 | $1.1B |
| Q4 2024 | 216 | $1.1B |
| Q3 2024 | 187 | $976.2M |
| Q2 2024 | 177 | $827.0M |
| Q1 2024 | 177 | $861.4M |
| Q4 2023 | 172 | $917.7M |