BBT — Beacon Financial Corp. Institutional Holders · Q3 2026
Who owns Beacon Financial Corp. (BBT)? 10 institutions reported holding $5.11M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($4.9M), Farther Finance Advisors, LLC ($79,827), Versant Capital Management, Inc ($71,990).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $4.9M | 173,531 | Added |
| 2 | Farther Finance Advisors, LLC | $79,827 | 2,852 | Trimmed |
| 3 | Versant Capital Management, Inc | $71,990 | 2,572 | Hold |
| 4 | GAMMA Investing LLC | $57,771 | 2,064 | Added |
| 5 | ARMSTRONG ADVISORY GROUP, INC | $19,845 | 709 | Hold |
| 6 | Coastline Trust Co | $13,743 | 491 | Hold |
| 7 | MassMutual Private Wealth & Trust, FSB | $5,402 | 193 | Hold |
| 8 | TOMPKINS FINANCIAL CORP | $840 | 30 | Hold |
| 9 | GILPIN WEALTH MANAGEMENT, LLC | $168 | 6 | Trimmed |
| 10 | Davis Capital Management | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30