BBT Smart Money
Beacon Financial Corp.
1W: +10.1%
1M: +10.5%
3M: +3.0%
YTD: +17.6%
1Y: +26.7%
3Y: +76.4%
5Y: +28.1%
$30.71
-0.15 (-0.49%)
Weekly Expected Move ±4.1%
$28
$29
$30
$31
$33
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026330
Institutions Holding
+8 vs prior
90.6%
Ownership
+0.58%
42
New
103
Increased
124
Reduced
33
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-26 | Gray Sean | officer: chief operations officer | A-Grant/Award | 8,912 | $— | $0 | Filing |
| 2026-10-26 | Eagan John Buckley | officer: general counsel | S-Sale | 641 | $30.61 | $20K | Filing |
| 2026-10-26 | Hollister Thomas J | director | P-Purchase | 3,450 | $30.43 | $105K | Filing |
| 2026-09-01 | PERRAULT PAUL A | officer: president and ceo | F-Tax Withholding | 4,333 | $30.39 | $132K | Filing |
| 2026-09-01 | Eagan John Buckley | officer: general counsel | F-Tax Withholding | 267 | $30.39 | $8K | Filing |
| 2026-09-01 | McCurdy Michael W. | officer: chief banking officer | F-Tax Withholding | 1,314 | $30.39 | $40K | Filing |
| 2026-09-01 | Meiklejohn Mark J. | officer: chief credit officer | F-Tax Withholding | 963 | $30.39 | $29K | Filing |
| 2026-09-01 | Carlson Carl M | officer: cfo & chief strategy officer | F-Tax Withholding | 1,314 | $30.39 | $40K | Filing |
| 2026-09-01 | Levante Gary R. | officer: chief marketing officer | F-Tax Withholding | 101 | $30.39 | $3K | Filing |
| 2026-08-19 | SHERMAN MERRILL W | director | G-Gift | 23,421 | $— | $0 | Filing |
| 2026-06-16 | Charnley Nina A | director | A-Grant/Award | 2,509 | $— | $0 | Filing |
| 2026-06-16 | Desai Mihir A. | director | A-Grant/Award | 2,509 | $— | $0 | Filing |
| 2026-06-16 | SHERMAN MERRILL W | director | A-Grant/Award | 2,509 | $— | $0 | Filing |
| 2026-06-16 | Fitzgerald Margaret Boles | director | A-Grant/Award | 2,509 | $— | $0 | Filing |
| 2026-06-16 | Polito Karyn | director | A-Grant/Award | 2,509 | $— | $0 | Filing |
| 2026-06-16 | Chang Joanne B. | director | A-Grant/Award | 2,509 | $— | $0 | Filing |
| 2026-06-16 | Pereira John M. | director | A-Grant/Award | 2,509 | $— | $0 | Filing |
| 2026-06-16 | Levante Gary R. | officer: chief marketing officer | A-Grant/Award | 2,164 | $— | $0 | Filing |
| 2026-06-16 | Gray Sean | officer: chief operations officer | A-Grant/Award | 5,167 | $— | $0 | Filing |
| 2026-06-16 | Maxfield Sylvia | director | A-Grant/Award | 2,509 | $— | $0 | Filing |
| 2026-06-16 | Hill Willard I JR | director | A-Grant/Award | 2,509 | $— | $0 | Filing |
| 2026-06-16 | Hughes William H III | director | A-Grant/Award | 2,509 | $— | $0 | Filing |
| 2026-06-16 | Chang Joanne B. | director | A-Grant/Award | 2,509 | $— | $0 | Filing |
| 2026-06-16 | Hollister Thomas J | director | A-Grant/Award | 2,509 | $— | $0 | Filing |
| 2026-06-16 | Callahan Mary Anne | director | A-Grant/Award | 2,509 | $— | $0 | Filing |
🏛️ Congressional Trades
21 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2025-09-25 | Lisa McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-09-24 | Lisa C. McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2019-06-18 | Richard W. Allen | House | Sell | $15,001 - $50,000 | Filing |
| 2019-05-22 | Lois Frankel | House | Buy | $1,001 - $15,000 | Filing |
| 2019-05-17 | John Rutherford | House | Sell | $1,001 - $15,000 | Filing |
| 2019-03-28 | Lois Frankel | House | Buy | $1,001 - $15,000 | Filing |
| 2019-03-20 | Lois Frankel | House | Buy | $1,001 - $15,000 | Filing |
| 2019-01-14 | Neal P. Dunn | House | Buy | $1,001 - $15,000 | Filing |
| 2018-10-31 | Patrick Joseph Toomey | Senate | Sell | $15,001 - $50,000 | Filing |
| 2018-10-31 | Pat Toomey | Senate | Sell | $15,001 - $50,000 | Filing |
| 2018-10-31 | Pat Toomey | Senate | Sell | $15,001 - $50,000 | Filing |
| 2018-10-31 | Patrick Joseph Toomey | Senate | Sell | $15,001 - $50,000 | Filing |
| 2018-10-31 | Pat Toomey | Senate | Sell | $15,001 - $50,000 | Filing |
| 2018-08-01 | Patrick Joseph Toomey | Senate | Buy | $15,001 - $50,000 | Filing |
| 2018-08-01 | Pat Toomey | Senate | Buy | $15,001 - $50,000 | Filing |
| 2018-08-01 | Pat Toomey | Senate | Buy | $15,001 - $50,000 | Filing |
| 2018-08-01 | Patrick Joseph Toomey | Senate | Buy | $15,001 - $50,000 | Filing |
| 2018-08-01 | Pat Toomey | Senate | Buy | $15,001 - $50,000 | Filing |
| 2018-04-26 | Richard W. Allen | House | Sell | $15,001 - $50,000 | Filing |
| 2017-03-22 | Richard W. Allen | House | Sell | $1,001 - $15,000 | Filing |
| 2017-03-22 | Richard W. Allen | House | Sell | $15,001 - $50,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,366,226 | $377M | +184,505 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,212,012 | $159M | +78,080 | 2026-06-30 | Filing |
| MILLENNIUM MANAGEMENT LLC | 5,165,656 | $157M | +53,775 | 2026-06-30 | Filing |
| STATE STREET CORP | 5,129,035 | $156M | +375,049 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 4,955,978 | $151M | +137,456 | 2026-06-30 | Filing |
| FULLER & THALER ASSET MANAGEMENT, INC. | 3,936,942 | $120M | -833,610 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,761,172 | $115M | -5,012 | 2026-06-30 | Filing |
| Verition Fund Management LLC | 2,403,149 | $73M | +388,127 | 2026-06-30 | Filing |
| HoldCo Asset Management, LP | 2,263,000 | $69M | +202,000 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2,160,024 | $66M | +115,664 | 2026-06-30 | Filing |
| MORGAN STANLEY | 1,665,977 | $51M | +329,778 | 2026-06-30 | Filing |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1,493,023 | $45M | -332,939 | 2026-06-30 | Filing |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA | 1,265,827 | $39M | +62,220 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 1,063,829 | $32M | +437,725 | 2026-06-30 | Filing |
| Nuveen, LLC | 1,060,271 | $32M | +198,888 | 2026-06-30 | Filing |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1,060,206 | $32M | -67,650 | 2026-06-30 | Filing |
| Sixth Street Partners Management Company | 1,054,300 | $32M | +1,054,300 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,054,300 | $32M | -35,923 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 952,914 | $29M | -470,162 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 910,859 | $28M | +84,380 | 2026-06-30 | Filing |