Beacon Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:BBT Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
26 Feb 26	SellUS$538,016	Michael McCurdy	Individual	17,333	US$31.04
04 Nov 25	BuyUS$103,572	Thomas Hollister	Individual	4,200	US$24.66
04 Nov 25	BuyUS$98,680	Mary Callahan	Individual	4,000	US$24.67
03 Nov 25	BuyUS$15,405	William Hughes	Individual	635	US$24.26
03 Nov 25	BuyUS$49,380	Carl Carlson	Individual	2,000	US$24.69

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of BBT?
Owner Type	Number of Shares	Ownership Percentage
State or Government	18,559	0.0221%
Individual Insiders	1,148,619	1.37%
General Public	4,860,847	5.78%
Hedge Funds	5,111,881	6.08%
Institutions	72,887,725	86.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 74.39% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.5%	BlackRock, Inc.	12,181,721	US$348.4m	-1.47%	no data
6.11%	Vanguard Portfolio Management, LLC	5,133,932	US$146.8m	0%	0.01%
6.08%	Millennium Management LLC	5,111,881	US$146.2m	678%	0.09%
5.73%	Dimensional Fund Advisors LP	4,818,522	US$137.8m	-1.17%	0.02%
5.68%	Fuller & Thaler Asset Management, Inc.	4,770,552	US$136.4m	-2.21%	0.41%
5.66%	State Street Global Advisors, Inc.	4,753,986	US$136.0m	-5.94%	no data
4.48%	Vanguard Capital Management, LLC	3,766,184	US$107.7m	0%	no data
3.73%	Azora Capital LP	3,137,941	US$89.7m	0.16%	5.03%
2.45%	HoldCo Advisors, LP	2,061,000	US$58.9m	0%	4.29%
2.43%	Geode Capital Management, LLC	2,044,360	US$58.5m	3.06%	no data
2.4%	Verition Fund Management LLC	2,015,022	US$57.6m	-11.3%	0.56%
2.17%	Adage Capital Management, L.P.	1,825,962	US$52.2m	-10.4%	0.07%
1.43%	Massachusetts Financial Services Company	1,203,607	US$34.4m	-10%	0.01%
1.34%	Systematic Financial Management LP	1,127,856	US$32.3m	-1.12%	0.61%
1.3%	Charles Schwab Investment Management, Inc.	1,090,232	US$31.2m	-2.51%	no data
1.1%	The Goldman Sachs Group, Inc.	923,533	US$26.4m	-13.3%	0.01%
1.02%	Bridgeway Capital Management, LLC	855,292	US$24.5m	4.72%	0.3%
1.01%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	850,295	US$24.3m	20.3%	no data
0.98%	Northern Trust Global Investments	826,479	US$23.6m	0.74%	no data
0.95%	American Century Investment Management Inc	800,820	US$22.9m	-10%	0.01%
0.89%	Morgan Stanley	748,562	US$21.4m	-24.7%	no data
0.76%	UBS Asset Management AG	634,496	US$18.1m	-31.8%	no data
0.75%	Two Sigma Investments, LP	628,705	US$18.0m	11.2%	0.01%
0.74%	Strategic Value Bank Partners LLC	623,747	US$17.8m	0%	9.83%
0.69%	Eaton Vance Management	576,133	US$16.5m	2.84%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/06/05 06:32
End of Day Share Price	2026/06/05 00:00
Earnings	2026/03/31
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Beacon Financial Corporation is covered by 11 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Jacob Civiello	Brean Capital Historical (Janney Montgomery)
Daniel Cardenas	Brean Capital Historical (Janney Montgomery)
David Bishop	Hovde Group, LLC