Beacon Financial Corp. (BBT)Systematic Financial Management LP reduced its stake -68K shares

1.06M

Shares reported · -68K vs prior quarter

0.64%

Disclosed portfolio weight

$32.3M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 14, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jul 29, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
2. Jul 29, 2026Company filing · Form 8-K · Executive change, Other newsChanged a top executive or board member, and reported other company news“On July 29, 2026, the Board of Directors of the Company (the “Board”) adopted an Equity Award Treatment upon Retirement Policy (the “Good Leaver Policy”). The Good Leaver Policy applies to members of the Management Committee of the Company and other key employees selected by the Compensation Committee of the Board (the “Committee”).”

What came next

1. Aug 17, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations (and 1 more item)
2. Sep 15, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On September 15, 2026, Paul A. Perrault informed the boards of directors of Beacon Financial Corporation (the “Company”) and its wholly owned subsidiary Beacon Bank & Trust (the “Bank”) that he will retire as President and Chief Executive Officer of the Company and the Bank and resign from the boards of directors of the Company and Bank, in each case effective as of September 21, 2026 (the “Effective Date”).”
3. Sep 29, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Beacon Financial Corp.

For Beacon Financial Corp., OQRO holds 2 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its BBT page.

How this filing works

• SEC Form 13F

Other disclosures at Beacon Financial Corp.

• SEC Form 13F-HRAug 12, 2026
• SEC Form 13F-HRMay 14, 2026
• SEC Form 13F-HRMay 13, 2026
• SEC Form 4Feb 26, 2026
• SEC Form 13F-HRFeb 18, 2026
• SEC Form 13F-HRNov 13, 2025

Everything OQRO holds on this company is on its BBT page.