Security record
BBT
Beacon Financial Corp. · Financial Services · Banks - Regional
90Tracked holders
-3Δ holders
51.12MShares held
$1.56BReported value
+5New positions
−8Exits
Momentum inputs (comparable managers):
holder breadth -3.2% ·
share flow +1.3% ·
net new positions -3.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 90 | -3 | 51.12M | $1.56B | +5 | −8 |
| Q1 2026 | 96 | 0 | 50.63M | $1.52B | +3 | −3 |
| Q4 2025 | 96 | -1 | 55.17M | $1.45B | — | −1 |
| Q3 2025 | 19 | -1 | 38.29M | $907.97M | — | −2 |
| Q2 2025 | 18 | 0 | 20.91M | $523.71M | — | — |
| Q1 2025 | 15 | 0 | 8.44M | $220.11M | +1 | −1 |
| Q4 2024 | 15 | +2 | 8.16M | $231.93M | +2 | — |
| Q3 2024 | 12 | 0 | 4.30M | $115.69M | — | — |
| Q2 2024 | 12 | — | 3.81M | $86.85M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 12.37M | +1.5% | $376.55M | 0.0% | ▲ Add | 5 | SEC ↗ ×14 |
| 2 | Millennium Management ✦ | 5.17M | +1.1% | $157.29M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 5.13M | +7.9% | $156.18M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 4.96M | +2.9% | $150.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 5 | Vanguard Capital Management Llc | 3.76M | -0.1% | $114.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 2.16M | +5.7% | $65.79M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 1.67M | +24.7% | $50.73M | 0.0% | ▲ Add | 4 | SEC ↗ ×11 |
| 8 | Adage Capital Partners ✦ | 1.49M | -18.2% | $45.46M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 9 | Massachusetts Financial Services Co… | 1.27M | +5.2% | $38.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Bank Of America Corp /De/ | 1.06M | +69.9% | $32.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 11 | Nuveen, LLC | 1.06M | +23.1% | $32.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 12 | Charles Schwab Investment… | 1.05M | -3.3% | $32.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 952.91K | -33.0% | $29.02M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 14 | Northern Trust Corp | 910.86K | +10.2% | $27.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 15 | American Century Companies Inc | 829.37K | +3.6% | $25.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 541.13K | +2.5% | $16.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 17 | Hotchkis & Wiley Capital Management… | 475.29K | +1.2% | $14.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 470.52K | -25.2% | $14.33M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 19 | Renaissance Technologies ✦ | 431.74K | -24.3% | $13.15M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 20 | Principal Financial Group Inc | 406.07K | -0.3% | $12.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Invesco Ltd. | 403.56K | -9.1% | $12.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 22 | Alliancebernstein L.P. | 348.48K | +48.8% | $10.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 329.35K | -5.2% | $10.18M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 24 | Citadel Advisors ✦ | 286.14K | +79.7% | $8.71M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 25 | UBS Group AG | 276.83K | -34.7% | $8.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 26 | AQR Capital Management ✦ | 237.95K | -5.7% | $7.25M | 0.0% | ▼ Trim | 9 | SEC ↗ ×7 |
| 27 | Rhumbline Advisers | 215.60K | -10.0% | $6.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | UBS AM, a distinct business unit of… | 215.05K | +2.0% | $6.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 29 | Ameriprise Financial Inc | 208.00K | -4.6% | $6.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Legal & General Group Plc | 189.03K | +1.4% | $5.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 31 | Swiss National Bank | 168.66K | +1.4% | $5.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 146.82K | +1.0% | $4.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | T. Rowe Price ✦ | 130.62K | +16.1% | $3.98M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 34 | Citigroup Inc | 102.84K | +13.7% | $3.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 35 | Deutsche Bank Ag\ | 96.45K | +10.4% | $2.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 36 | Marshall Wace ✦ | 91.18K | +520.3% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 37 | Prudential Financial Inc | 86.50K | +1.4% | $2.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Quantinno Capital Management LP | 81.88K | +64.8% | $2.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 80.02K | +112.6% | $2.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 40 | Fifth Third Bancorp | 70.51K | -2.5% | $2.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Raymond James Financial Inc | 65.61K | -11.1% | $2.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 42 | Corient Private Wealth LP | 63.57K | +1.0% | $1.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | First Trust Advisors Lp | 57.31K | +60.1% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Cerity Partners LLC | 56.12K | -7.0% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 45 | Russell Investments Group, Ltd. | 55.03K | +291.1% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 46 | Zurcher Kantonalbank (Zurich… | 46.35K | +136.6% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Qube Research & Technologies Ltd | 43.23K | New | $1.32M | 0.0% | New | 1 | SEC ↗ |
| 48 | Victory Capital Management Inc | 42.68K | +215.6% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 40.28K | -2.1% | $1.23M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 50 | Manufacturers Life Insurance… | 39.69K | +7.4% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 39.25K | +0.4% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Barclays Plc | 38.94K | -31.5% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 53 | Amundi | 35.49K | -28.8% | $1.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Bnp Paribas Financial Markets | 35.39K | +64.6% | $1.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Royal Bank Of Canada | 35.35K | -2.6% | $1.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 56 | Sei Investments Co | 32.91K | -48.3% | $1.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 57 | Cetera Investment Advisers | 32.78K | -0.8% | $998,040 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Nordea Investment Management Ab | 30.81K | New | $942,139 | 0.0% | New | 1 | SEC ↗ |
| 59 | New York State Common Retirement… | 29.99K | +6.0% | $913,135 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Stifel Financial Corp | 29.99K | +4.7% | $913,097 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Universal- Beteiligungs- und… | 26.57K | -34.5% | $808,905 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | State Of Wisconsin Investment Board | 24.53K | +197.4% | $746,817 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Captrust Financial Advisors | 24.49K | -9.0% | $745,689 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | State Board Of Administration Of… | 23.06K | 0.0% | $702,116 | 0.0% | Held | 3 | SEC ↗ |
| 65 | Mercer Global Advisors Inc /Adv | 19.61K | +17.6% | $597,206 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Mitsubishi UFJ Trust & Banking Corp | 19.34K | +38.8% | $588,781 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Tidal Investments LLC | 18.30K | New | $557,265 | 0.0% | New | 1 | SEC ↗ |
| 68 | Voya Investment Management Llc | 16.11K | +10.8% | $490,458 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | LPL Financial LLC | 15.58K | -92.8% | $474,342 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Pnc Financial Services Group, Inc. | 14.71K | -1.1% | $447,950 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 71 | Osaic Holdings, Inc. | 13.12K | -41.4% | $399,472 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 72 | Bank Of Montreal /Can/ | 12.64K | +8.8% | $384,857 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 73 | ProShare Advisors LLC | 12.14K | -6.5% | $369,571 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Pictet Asset Management Holding SA | 12.11K | 0.0% | $368,871 | 0.0% | Held | 3 | SEC ↗ |
| 75 | Neuberger Berman Group LLC | 12.01K | +0.3% | $365,587 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 76 | First Manhattan Co. Llc. | 11.22K | -12.7% | $341,771 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Susquehanna International Group, Llp | 11.22K | -85.2% | $341,588 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Wealth Enhancement Advisory… | 11.19K | -1.9% | $337,694 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Man Group plc | 8.50K | New | $258,886 | 0.0% | New | 1 | SEC ↗ |
| 80 | Ensign Peak Advisors, Inc | 8.00K | 0.0% | $243,661 | 0.0% | Held | 3 | SEC ↗ |
| 81 | CIBC Asset Management Inc | 7.82K | -5.3% | $238,241 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Creative Planning | 7.42K | -73.7% | $225,817 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Us Bancorp \De\ | 3.91K | 0.0% | $119,120 | 0.0% | Held | 3 | SEC ↗ |
| 84 | BNP Paribas Asset Management… | 3.43K | +2.7% | $104,383 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Northwestern Mutual Wealth… | 3.21K | 0.0% | $97,775 | 0.0% | Held | 3 | SEC ↗ |
| 86 | Rockefeller Capital Management L.P. | 2.08K | -1.7% | $63,243 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 87 | Jones Financial Companies Lllp | 1.41K | +30.6% | $44,132 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Mitsubishi UFJ Asset Management… | 1.14K | 0.0% | $34,713 | 0.0% | Held | 3 | SEC ↗ |
| 89 | Optiver Holding B.V. | 660 | New | $20,097 | 0.0% | New | 1 | SEC ↗ |
| 90 | Danske Bank A/S | 100 | 0.0% | $3,045 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Qube Research & Technologies… | $1.32M | 0.0% |
| Nordea Investment Management… | $942,139 | 0.0% |
| Tidal Investments LLC | $557,265 | 0.0% |
| Man Group plc | $258,886 | 0.0% |
| Optiver Holding B.V. | $20,097 | 0.0% |
Exited
| Arrowstreet Capital | $4.57M | was 0.0% |
| Connor, Clark & Lunn… | $1.74M | was 0.0% |
| Hsbc Holdings Plc | $782,166 | was 0.0% |
| GAMCO Investors | $714,750 | was 0.0% |
| HighTower Advisors, LLC | $379,765 | was 0.0% |
| Balyasny Asset Management L.P. | $318,780 | was 0.0% |
| Mariner, LLC | $297,349 | was 0.0% |
| Focus Partners Wealth | $224,275 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 290 holders, 77.24M shares, $2.29B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Aug 14
SC 13G/A — FULLER & THALER ASSET MANAGEMENT, INC.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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