Beacon Financial Corporation
Ownership
Ownership Structure
Who owns Beacon Financial Corporation (BBT)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 93.0% of the shares are freely tradable; institutional investors hold 94.4%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 14.53 | 12,181,721 | -1.5 | 03/31/2026 |
| Millennium Management LLC | 6.16 | 5,165,656 | +1.1 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 6.13 | 5,133,932 | +0.0 | 03/31/2026 |
| Dimensional Fund Advisors, Inc. | 5.91 | 4,955,978 | +2.9 | 06/30/2026 |
| Fuller & Thaler Asset Management Inc | 5.69 | 4,770,552 | -51.1 | 03/31/2026 |
| State Street Corp | 5.67 | 4,753,986 | -5.9 | 03/31/2026 |
| Vanguard Capital Management, LLC | 4.49 | 3,766,184 | +0.0 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 6.08 | 5,097,291 | +0.0 | 08/31/2026 |
| FullerThaler Behavioral Small-Cap Value | 4.09 | 3,430,001 | -3.6 | 06/30/2026 |
| FullerThaler Beh Small-Cap Value SMA | 4.09 | 3,430,001 | +4,238.6 | 06/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Perrault Paul A | President and CEO | 254,316 | 7,832,933 $ | Sep 1, 2026 | direct |
| Carlson Carl M | CFO & Chief Strategy Officer | 84,732 | 2,609,746 $ | Sep 1, 2026 | direct |
| Meiklejohn Mark J. | Chief Credit Officer | 56,639 | 1,744,481 $ | Sep 1, 2026 | direct |
| McCurdy Michael W. | Chief Banking Officer | 34,575 | 1,064,910 $ | Sep 1, 2026 | direct |
| Sherman Merrill W | Director | 23,421 | 721,367 $ | Aug 19, 2026 | indirect |
| Levante Gary R. | Chief Marketing Officer | 10,721 | 330,207 $ | Sep 1, 2026 | direct |
| Eagan John Buckley | General Counsel | 7,694 | 236,975 $ | Sep 1, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | McCurdy Michael W. | Chief Banking Officer | Other | 1,314 | 30.39 | 39,932 |
| Sep 1, 2026 | Meiklejohn Mark J. | Chief Credit Officer | Other | 963 | 30.39 | 29,266 |
| Sep 1, 2026 | Perrault Paul A | President and CEO | Other | 4,333 | 30.39 | 131,680 |
| Sep 1, 2026 | Carlson Carl M | CFO & Chief Strategy Officer | Other | 1,314 | 30.39 | 39,932 |
| Sep 1, 2026 | Eagan John Buckley | General Counsel | Other | 267 | 30.39 | 8,114 |
| Sep 1, 2026 | Levante Gary R. | Chief Marketing Officer | Other | 101 | 30.39 | 3,069 |
| Aug 19, 2026 | Sherman Merrill W | Director | Other | 23,421 | 0.00 | – |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 18, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.