Запись по ценной бумаге · архивный квартал
BBT
Beacon Financial Corp. · Financial Services · Banks - Regional
90Отслеживаемые держатели
-3Δ держателей
51.12MАкций в держании
$1.56BОтчётная стоимость
+5Новые позиции
−8Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -3.2% ·
поток акций +1.3% ·
новые чистые позиции -3.3%
— формула
Концентрированное накопление — рост доли акций у меньшего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 12.37M | +1.5% | $376.55M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 12.37M | +1.5% | $376.55M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 12.37M | +1.5% | $376.55M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 12.37M | +1.5% | $376.55M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 12.37M | +1.5% | $376.55M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 12.37M | +1.5% | $376.55M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 12.37M | +1.5% | $376.55M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 12.37M | +1.5% | $376.55M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 12.37M | +1.5% | $376.55M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 12.37M | +1.5% | $376.55M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (пассивный) | 12.37M | +1.5% | $376.55M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (пассивный) | 12.37M | +1.5% | $376.55M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (пассивный) | 12.37M | +1.5% | $376.55M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (пассивный) | 12.37M | +1.5% | $376.55M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Millennium Management ✦ | 5.17M | +1.1% | $157.29M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 16 | State Street Global Advisors ✦ (пассивный) | 5.13M | +7.9% | $156.18M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 4.96M | +2.9% | $150.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Dimensional Fund Advisors Lp | 4.96M | +2.9% | $150.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 4.96M | +2.9% | $150.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Dimensional Fund Advisors Lp | 4.96M | +2.9% | $150.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Dimensional Fund Advisors Lp | 4.96M | +2.9% | $150.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Vanguard Capital Management Llc | 3.76M | -0.1% | $114.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Geode Capital Management ✦ (пассивный) | 2.16M | +5.7% | $65.79M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 24 | Geode Capital Management ✦ (пассивный) | 2.16M | +5.7% | $65.79M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 1.67M | +24.7% | $50.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 1.67M | +24.7% | $50.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 1.67M | +24.7% | $50.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 1.67M | +24.7% | $50.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 1.67M | +24.7% | $50.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 1.67M | +24.7% | $50.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 1.67M | +24.7% | $50.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 1.67M | +24.7% | $50.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 1.67M | +24.7% | $50.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 1.67M | +24.7% | $50.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 1.67M | +24.7% | $50.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Adage Capital Partners ✦ | 1.49M | -18.2% | $45.46M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 37 | Massachusetts Financial Services Co… | 1.27M | +5.2% | $38.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Massachusetts Financial Services Co… | 1.27M | +5.2% | $38.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Bank Of America Corp /De/ | 1.06M | +69.9% | $32.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Bank Of America Corp /De/ | 1.06M | +69.9% | $32.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Bank Of America Corp /De/ | 1.06M | +69.9% | $32.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Bank Of America Corp /De/ | 1.06M | +69.9% | $32.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Nuveen, LLC | 1.06M | +23.1% | $32.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Nuveen, LLC | 1.06M | +23.1% | $32.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Nuveen, LLC | 1.06M | +23.1% | $32.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Nuveen, LLC | 1.06M | +23.1% | $32.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Charles Schwab Investment… | 1.05M | -3.3% | $32.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Goldman Sachs Group ✦ | 952.91K | -33.0% | $29.02M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 49 | Goldman Sachs Group ✦ | 952.91K | -33.0% | $29.02M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 50 | Northern Trust Corp | 910.86K | +10.2% | $27.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Northern Trust Corp | 910.86K | +10.2% | $27.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Northern Trust Corp | 910.86K | +10.2% | $27.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Northern Trust Corp | 910.86K | +10.2% | $27.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Northern Trust Corp | 910.86K | +10.2% | $27.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Northern Trust Corp | 910.86K | +10.2% | $27.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Northern Trust Corp | 910.86K | +10.2% | $27.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | American Century Companies Inc | 829.37K | +3.6% | $25.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 541.13K | +2.5% | $16.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 541.13K | +2.5% | $16.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Bank of New York Mellon Corp | 541.13K | +2.5% | $16.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Bank of New York Mellon Corp | 541.13K | +2.5% | $16.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Bank of New York Mellon Corp | 541.13K | +2.5% | $16.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 541.13K | +2.5% | $16.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Bank of New York Mellon Corp | 541.13K | +2.5% | $16.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Bank of New York Mellon Corp | 541.13K | +2.5% | $16.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Bank of New York Mellon Corp | 541.13K | +2.5% | $16.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Hotchkis & Wiley Capital Management… | 475.29K | +1.2% | $14.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Two Sigma Investments ✦ | 470.52K | -25.2% | $14.33M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 69 | Renaissance Technologies ✦ | 431.74K | -24.3% | $13.15M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 70 | Principal Financial Group Inc | 406.07K | -0.3% | $12.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Principal Financial Group Inc | 406.07K | -0.3% | $12.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Invesco Ltd. | 403.56K | -9.1% | $12.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Invesco Ltd. | 403.56K | -9.1% | $12.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Invesco Ltd. | 403.56K | -9.1% | $12.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Invesco Ltd. | 403.56K | -9.1% | $12.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Invesco Ltd. | 403.56K | -9.1% | $12.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Alliancebernstein L.P. | 348.48K | +48.8% | $10.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | JPMorgan Chase ✦ | 329.35K | -5.2% | $10.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 79 | JPMorgan Chase ✦ | 329.35K | -5.2% | $10.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 80 | JPMorgan Chase ✦ | 329.35K | -5.2% | $10.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 81 | JPMorgan Chase ✦ | 329.35K | -5.2% | $10.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 82 | JPMorgan Chase ✦ | 329.35K | -5.2% | $10.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 83 | JPMorgan Chase ✦ | 329.35K | -5.2% | $10.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 84 | Citadel Advisors ✦ | 286.14K | +79.7% | $8.71M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 85 | Citadel Advisors ✦ | 286.14K | +79.7% | $8.71M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 86 | UBS Group AG | 276.83K | -34.7% | $8.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | UBS Group AG | 276.83K | -34.7% | $8.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | UBS Group AG | 276.83K | -34.7% | $8.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | AQR Capital Management ✦ | 237.95K | -5.7% | $7.25M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 90 | AQR Capital Management ✦ | 237.95K | -5.7% | $7.25M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 91 | AQR Capital Management ✦ | 237.95K | -5.7% | $7.25M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 92 | AQR Capital Management ✦ | 237.95K | -5.7% | $7.25M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 93 | AQR Capital Management ✦ | 237.95K | -5.7% | $7.25M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 94 | AQR Capital Management ✦ | 237.95K | -5.7% | $7.25M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 95 | AQR Capital Management ✦ | 237.95K | -5.7% | $7.25M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 96 | Rhumbline Advisers | 215.60K | -10.0% | $6.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | UBS AM, a distinct business unit of… | 215.05K | +2.0% | $6.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | UBS AM, a distinct business unit of… | 215.05K | +2.0% | $6.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | UBS AM, a distinct business unit of… | 215.05K | +2.0% | $6.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | UBS AM, a distinct business unit of… | 215.05K | +2.0% | $6.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Arrowstreet Capital | $4.57M | составлял 0.0% |
| Connor, Clark & Lunn… | $1.74M | составлял 0.0% |
| Hsbc Holdings Plc | $782,166 | составлял 0.0% |
| GAMCO Investors | $714,750 | составлял 0.0% |
| HighTower Advisors, LLC | $379,765 | составлял 0.0% |
| Balyasny Asset Management L.P. | $318,780 | составлял 0.0% |
| Mariner, LLC | $297,349 | составлял 0.0% |
| Focus Partners Wealth | $224,275 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 290 держатели, 77.24M акции, $2.29B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Aug 14
SC 13G/A — FULLER & THALER ASSET MANAGEMENT, INC.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q2 2026 ·
Методология ·
Получить через API