BBTNYSESavings Institutions, Not Federally CharteredFiscal year ends December 31
Beacon Financial Corp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$27.36−0.14 (-0.51%)
Close on Oct 19, 2026
- Market cap
- $2.30B
- P/E (TTM)
- 14.3
- Dividend yield
- 2.66%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
92.0%
77M of 84M shares
Institutional holders
293
39 new, 33 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
4 buys · 1 sales
Net sold $270.98K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 6,769,632 | 14.60% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 5,192,136 | 6.19% | 13G (passive) | Mar 31, 2026 |
| Millennium Group Management LLC | 4,701,289 | 5.60% | 13G (passive) | Mar 20, 2026 |
| Vanguard Capital Management | 4,403,534 | 5.25% | 13G (passive) | Mar 31, 2026 |
| Dimensional Fund Advisors LP | 2,525,556 | 5.80% | 13G (passive) amendment | Dec 29, 2023 |
| State Street Corporation | 2,393,791 | 5.20% | 13G (passive) | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BBT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,366,226 | 14.75% | $376.55M | +184,505 | 0.01% |
| Vanguard Portfolio Management LLC | 5,212,012 | 6.22% | $158.71M | +78,080 | 0.01% |
| Millennium Management LLC | 5,165,656 | 6.16% | $157.29M | +53,775 | 0.06% |
| State Street Corp | 5,129,035 | 6.12% | $156.18M | +375,049 | 0.00% |
| Dimensional Fund Advisors LP | 4,955,978 | 5.91% | $150.91M | +137,456 | 0.03% |
| Fuller & Thaler Asset Management, Inc. | 3,936,942 | 4.70% | $119.88M | −833,610 | 0.33% |
| Vanguard Capital Management LLC | 3,761,172 | 4.49% | $114.53M | −5,012 | 0.00% |
| Verition Fund Management LLC | 2,403,149 | 2.87% | $73.18M | +388,127 | 0.37% |
| HoldCo Asset Management, LP | 2,263,000 | 2.70% | $68.91M | +202,000 | 4.42% |
| Geode Capital Management, LLC | 2,160,024 | 2.58% | $65.79M | +115,664 | 0.00% |
| Morgan Stanley | 1,665,977 | 1.99% | $50.73M | +329,778 | 0.00% |
| Adage Capital Partners Gp, L.L.C. | 1,493,023 | 1.78% | $45.46M | −332,939 | 0.06% |
| Massachusetts Financial Services Co /Ma/ | 1,265,827 | 1.51% | $38.54M | +62,220 | 0.01% |
| Bank Of America Corp /De/ | 1,063,829 | 1.27% | $32.39M | +437,725 | 0.00% |
| Nuveen, LLC | 1,060,271 | 1.26% | $32.29M | +198,888 | 0.01% |
| Systematic Financial Management LP | 1,060,206 | 1.26% | $32.28M | −67,650 | 0.64% |
| Charles Schwab Investment Management Inc | 1,054,300 | 1.26% | $32.10M | −35,923 | 0.00% |
| T. Rowe Price Investment Management, Inc. | 1,051,210 | 1.25% | $32.01K | New | 0.02% |
| Goldman Sachs Group Inc | 952,914 | 1.14% | $29.02M | −470,162 | 0.00% |
| Northern Trust Corp | 910,859 | 1.09% | $27.74M | +84,380 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 293 | 77M | 92.0% | 39 / 104 | 90 / 33 | 7M | 8M |
| Q1 2026 | 293 | 78M | 92.6% | 47 / 99 | 91 / 31 | 17M | 11M |
| Q4 2025 | 283 | 82M | 97.3% | 55 / 77 | 114 / 46 | 17M | 9M |
| Q3 2025 | 278 | 74M | 88.0% | 82 / 141 | 39 / 34 | 32M | 3M |
| Q2 2025 | 231 | 45M | 53.6% | 32 / 99 | 60 / 29 | 5M | 3M |
| Q1 2025 | 230 | 43M | 51.8% | 34 / 100 | 52 / 17 | 7M | 3M |
| Q4 2024 | 215 | 40M | 47.9% | 40 / 67 | 57 / 11 | 6M | 2M |
| Q3 2024 | 188 | 36M | 43.2% | 25 / 61 | 61 / 14 | 9M | 2M |
| Q2 2024 | 178 | 36M | 43.3% | 21 / 63 | 64 / 17 | 2M | 3M |
| Q1 2024 | 178 | 38M | 44.8% | 19 / 56 | 61 / 14 | 3M | 2M |
| Q4 2023 | 173 | 37M | 44.1% | 15 / 55 | 68 / 14 | 2M | 2M |
| Q3 2023 | 172 | 36M | 43.2% | 15 / 47 | 71 / 13 | 1M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BBT | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5,047,977 | 6.02% | $153.71M | 0.14% | Jun 30, 2026 |
| Undiscovered Managers Behavioral Value Fund | 3,210,542 | 3.83% | $97.76M | 1.08% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,656,010 | 3.17% | $80.88M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,128,465 | 2.54% | $64.81M | 0.08% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,917,423 | 2.29% | $58.39M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,217,658 | 1.45% | $37.08M | 0.05% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 1,186,607 | 1.42% | $36.13M | 0.76% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 1,150,556 | 1.37% | $36.25M | 0.19% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 961,666 | 1.15% | $29.28M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 933,125 | 1.11% | $29.40M | 0.09% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 771,053 | 0.92% | $23.48M | 0.14% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 720,882 | 0.86% | $21.95M | 0.27% | Jun 30, 2026 |
| MFS New Discovery Value Fund | 650,965 | 0.78% | $18.94M | 0.76% | May 31, 2026 |
| iShares Russell 2000 Value ETF | 637,935 | 0.76% | $19.43M | 0.13% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 637,553 | 0.76% | $20.09M | 0.12% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Paul A. Perrault | President and CEO, Director | 285,816 | 0.34% | Sep 2, 2026 |
| Nitin J. Mhatre | President and CEO, Director | 128,831 | 0.15% | Sep 3, 2025 |
| John Buckley Eagan | General Counsel | 7,694 | 0.01% | Sep 2, 2026 |
| Carl M. Carlson | CFO & Chief Strategy Officer | 84,732 | 0.10% | Sep 2, 2026 |
| Gary R. Levante | Chief Marketing Officer | 10,721 | 0.01% | Sep 2, 2026 |
| Michael W. McCurdy | Chief Banking Officer | 34,575 | 0.04% | Sep 2, 2026 |
| Mark J. Meiklejohn | Chief Credit Officer | 56,639 | 0.07% | Sep 2, 2026 |
| Sean Gray | Chief Operations Officer | 131,670 | 0.16% | Jun 24, 2026 |
| Wm Gordon Prescott | General Counsel and Corp Sec | 32,538 | 0.04% | Sep 3, 2025 |
| Jacqueline Courtwright | Chief Human Resources Officer | 18,471 | 0.02% | Sep 3, 2025 |
| Kevin Conn | Sr Managing Dir/Inv Relations | 26,924 | 0.03% | Sep 3, 2025 |
| Ellen Tulchiner | EVP,Head of Cnsmr Lndng&Pymnts | 8,814 | 0.01% | Sep 3, 2025 |
| Brett Brbovic | EVP and CFO | 17,102 | 0.02% | Sep 3, 2025 |
| James Cannon Brown | SEVP-Head of Comm'l Banking | 17,443 | 0.02% | Sep 3, 2025 |
| Gregory D. Lindenmuth | EVP and Chief Risk Officer | 39,569 | 0.05% | Sep 3, 2025 |
| Merrill W. Sherman | Director | 25,930 | 0.03% | Aug 19, 2026 |
| John M. Pereira | Director | 21,940 | 0.03% | Jun 24, 2026 |
| Eric S. Rosengren | Director | 7,431 | 0.01% | Jun 24, 2026 |
| Willard I. Hill JR | Director | 15,142 | 0.02% | Jun 24, 2026 |
| Thomas J. Hollister | Director | 32,902 | 0.04% | Jun 24, 2026 |
| David Brunelle | Director | 25,899 | 0.03% | Jun 24, 2026 |
| William H. Hughes III | Director | 16,848 | 0.02% | Jun 24, 2026 |
| Sylvia Maxfield | Director | 13,993 | 0.02% | Jun 24, 2026 |
| Nina A. Charnley | Director | 10,939 | 0.01% | Jun 24, 2026 |
| Mihir A. Desai | Director | 9,344 | 0.01% | Jun 24, 2026 |
| Margaret Boles Fitzgerald | Director | 18,853 | 0.02% | Jun 24, 2026 |
| Joanne B. Chang | Director | 12,952 | 0.02% | Jun 24, 2026 |
| Karyn Polito | Director | 7,958 | 0.01% | Jun 24, 2026 |
| Mary Anne Callahan | Director | 35,883 | 0.04% | Jun 24, 2026 |
| Bogdan Nowak | Director | 114,539 | 0.14% | Jun 24, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael W. McCurdy Chief Banking Officer | Sep 1, 2026 | Tax withholding | −1,314 | $30.39 | $39.93K | 34,575 |
| John Buckley Eagan General Counsel | Sep 1, 2026 | Tax withholding | −267 | $30.39 | $8.11K | 7,694 |
| Carl M. Carlson CFO & Chief Strategy Officer | Sep 1, 2026 | Tax withholding | −1,314 | $30.39 | $39.93K | 84,732 |
| Paul A. Perrault President and CEO, Director | Sep 1, 2026 | Tax withholding | −4,333 | $30.39 | $131.68K | 254,316 |
| Mark J. Meiklejohn Chief Credit Officer | Sep 1, 2026 | Tax withholding | −963 | $30.39 | $29.27K | 56,639 |
| Gary R. Levante Chief Marketing Officer | Sep 1, 2026 | Tax withholding | −101 | $30.39 | $3.07K | 10,721 |
| Merrill W. Sherman Director | Aug 19, 2026 | Gift | −23,421 | – | – | 2,509 |
| Merrill W. Sherman Director | Aug 19, 2026 | Gift | +23,421 | – | – | 23,421 |
| Joanne B. Chang Director | Jun 16, 2026 | Award | +2,509 | – | – | 12,952 |
| David Brunelle Director | Jun 16, 2026 | Award | +2,509 | – | – | 21,899 |
| Bogdan Nowak Director | Jun 16, 2026 | Award | +2,509 | – | – | 114,539 |
| Sylvia Maxfield Director | Jun 16, 2026 | Award | +2,509 | – | – | 13,993 |
| Merrill W. Sherman Director | Jun 16, 2026 | Award | +2,509 | – | – | 25,930 |
| Joanne B. Chang Director | Jun 16, 2026 | Award | +2,509 | – | – | 12,952 |
| Eric S. Rosengren Director | Jun 16, 2026 | Award | +2,509 | – | – | 7,431 |
| Sean Gray Chief Operations Officer | Jun 16, 2026 | Award | +5,167 | – | – | 128,908 |
| Sean Gray Chief Operations Officer | Jun 16, 2026 | Award | +5,167 | – | – | 134,075 |
| Mihir A. Desai Director | Jun 16, 2026 | Award | +2,509 | – | – | 9,344 |
| Paul A. Perrault President and CEO, Director | Jun 16, 2026 | Award | +18,174 | – | – | 258,649 |
| Paul A. Perrault President and CEO, Director | Jun 16, 2026 | Award | +18,174 | – | – | 240,475 |
| Karyn Polito Director | Jun 16, 2026 | Award | +2,509 | – | – | 7,958 |
| Margaret Boles Fitzgerald Director | Jun 16, 2026 | Award | +2,509 | – | – | 18,580 |
| Carl M. Carlson CFO & Chief Strategy Officer | Jun 16, 2026 | Award | +5,167 | – | – | 80,857 |
| Carl M. Carlson CFO & Chief Strategy Officer | Jun 16, 2026 | Award | +5,167 | – | – | 86,024 |
| Mark J. Meiklejohn Chief Credit Officer | Jun 16, 2026 | Award | +4,420 | – | – | 57,602 |
| Mark J. Meiklejohn Chief Credit Officer | Jun 16, 2026 | Award | +4,420 | – | – | 53,182 |
| Gary R. Levante Chief Marketing Officer | Jun 16, 2026 | Award | +2,164 | – | – | 8,658 |
| Gary R. Levante Chief Marketing Officer | Jun 16, 2026 | Award | +2,164 | – | – | 10,822 |
| Thomas J. Hollister Director | Jun 16, 2026 | Award | +2,509 | – | – | 25,426 |
| Nina A. Charnley Director | Jun 16, 2026 | Award | +2,509 | – | – | 10,939 |
| Michael W. McCurdy Chief Banking Officer | Jun 16, 2026 | Award | +5,167 | – | – | 35,889 |
| Michael W. McCurdy Chief Banking Officer | Jun 16, 2026 | Award | +5,167 | – | – | 30,722 |
| William H. Hughes III Director | Jun 16, 2026 | Award | +2,509 | – | – | 16,848 |
| John M. Pereira Director | Jun 16, 2026 | Award | +2,509 | – | – | 21,940 |
| Mary Anne Callahan Director | Jun 16, 2026 | Award | +2,509 | – | – | 2,509 |
| Willard I. Hill JR Director | Jun 16, 2026 | Award | +2,509 | – | – | 14,835 |
| Michael W. McCurdy Chief Banking Officer | Feb 26, 2026 | Sale | −17,333 | $31.04 | $538.02K | 25,555 |
| Thomas J. Hollister Director | Nov 4, 2025 | Buy | +4,200 | $24.66 | $103.57K | 7,476 |
| Mary Anne Callahan Director | Nov 4, 2025 | Buy | +4,000 | $24.67 | $98.68K | 17,374 |
| Carl M. Carlson CFO & Chief Strategy Officer | Nov 3, 2025 | Buy | +2,000 | $24.69 | $49.38K | 75,690 |
| William H. Hughes III Director | Nov 3, 2025 | Buy | +635 | $24.26 | $15.41K | 13,540 |
| Paul A. Perrault President and CEO, Director | Sep 19, 2025 | Award | +17,921 | – | – | 222,301 |
| Michael W. McCurdy Chief Banking Officer | Sep 19, 2025 | Award | +7,879 | – | – | 42,888 |
| Mark J. Meiklejohn Chief Credit Officer | Sep 19, 2025 | Award | +6,341 | – | – | 48,762 |
| Carl M. Carlson CFO & Chief Strategy Officer | Sep 19, 2025 | Award | +7,879 | – | – | 73,690 |
| Willard I. Hill JR Director | Sep 12, 2025 | Sale | −1,000 | $25.96 | $25.96K | 12,326 |
| Jacqueline Courtwright Chief Human Resources Officer | Aug 29, 2025 | Tax withholding | −3,103 | $26.13 | $81.08K | 18,025 |
| Jacqueline Courtwright Chief Human Resources Officer | Aug 29, 2025 | Award | +6,413 | – | – | 21,128 |
| Sean Gray Chief Operations Officer | Aug 29, 2025 | Award | +21,772 | – | – | 137,330 |
| Sean Gray Chief Operations Officer | Aug 29, 2025 | Tax withholding | −13,589 | $26.13 | $355.08K | 123,741 |
| James Cannon Brown SEVP-Head of Comm'l Banking | Aug 29, 2025 | Award | +8,950 | – | – | 17,443 |
| James Cannon Brown SEVP-Head of Comm'l Banking | Aug 29, 2025 | Tax withholding | −4,371 | $26.13 | $114.21K | 13,072 |
| Nitin J. Mhatre President and CEO, Director | Aug 29, 2025 | Tax withholding | −24,907 | $26.13 | $650.82K | 128,831 |
| Nitin J. Mhatre President and CEO, Director | Aug 29, 2025 | Award | +38,327 | – | – | 153,738 |
| Wm Gordon Prescott General Counsel and Corp Sec | Aug 29, 2025 | Award | +5,902 | – | – | 28,584 |
| Gregory D. Lindenmuth EVP and Chief Risk Officer | Aug 29, 2025 | Award | +6,992 | – | – | 26,136 |
| Gregory D. Lindenmuth EVP and Chief Risk Officer | Aug 29, 2025 | Tax withholding | −2,759 | $26.13 | $72.09K | 23,377 |
| Ellen Tulchiner EVP,Head of Cnsmr Lndng&Pymnts | Aug 29, 2025 | Award | +6,036 | – | – | 8,814 |
| Ellen Tulchiner EVP,Head of Cnsmr Lndng&Pymnts | Aug 29, 2025 | Tax withholding | −2,906 | $26.13 | $75.93K | 5,908 |
| Kevin Conn Sr Managing Dir/Inv Relations | Aug 29, 2025 | Tax withholding | −1,388 | $26.13 | $36.27K | 26,924 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| McCurdy Michael Officer | Feb 25, 2026 | 17,333 | $520.70K | Feb 25, 2026 | Restricted stock vesting under a registered plan |
| Ellen Tulchiner Officer | Feb 11, 2025 | 1,052 | $31.40K | Feb 11, 2025 | Stock Award |
| Lucia Bellomia Officer | Mar 26, 2024 | 1,000 | $22.30K | Mar 26, 2024 | Stock Award |
| Ellen Tulchiner Officer | Mar 19, 2024 | 926 | $19.90K | Mar 19, 2024 | Stock Award |
| Baye Adofo-Wilson Director | Mar 7, 2024 | 10,074 | $215.00K | Mar 7, 2024 | Stock Award |
| Gp Vii Llc Vm Affiliate of Director | Feb 13, 2024 | 401,695 | $9.88M | Jan 29, 2024 | Open Market Purchases |
| Michael Zaitzeff Director | Feb 8, 2024 | 2,665 | $59.16K | Feb 8, 2024 | equity grant |
| Gp Vii Llc Vm Affiliate of Director | Jan 29, 2024 | 401,695 | $9.88M | Jan 29, 2024 | Open Market Purchases |
| Jonathan I. Shulman Director | Jun 1, 2023 | 5,992 | $124.75K | Jun 15, 2023 | CASH PURCHASE |