Beacon Financial stake at 4.7% by Fuller & Thaler

Fuller & Thaler Asset Management, Inc., a California corporation, filed an amended Schedule 13G reporting its passive ownership in Beacon Financial Corp common stock as of June 30, 2026.

Rhea-AI Filing Summary

Fuller & Thaler Asset Management, Inc., a California corporation, filed an amended Schedule 13G reporting its passive ownership in Beacon Financial Corp common stock as of June 30, 2026. The firm reported beneficial ownership of 3,936,942 shares, representing 4.7% of the outstanding class.

Fuller & Thaler reported sole voting power over 3,877,188 shares and sole dispositive power over 3,936,942 shares, with no shared voting or dispositive power. The filing notes that the firm now holds 5 percent or less of this class of securities.

Key Figures

Beneficial ownership: 3,936,942 shares Percent of class: 4.7% Sole voting power: 3,877,188 shares +3 more

6 metrics

Beneficial ownership 3,936,942 shares Beacon Financial Corp common stock beneficially owned by Fuller & Thaler

Percent of class 4.7% Portion of Beacon Financial Corp common stock class held by Fuller & Thaler

Sole voting power 3,877,188 shares Shares over which Fuller & Thaler has sole power to vote or direct the vote

Sole dispositive power 3,936,942 shares Shares over which Fuller & Thaler has sole power to dispose or direct disposition

Ownership threshold status 5 percent or less Ownership of 5 percent or less of a class indicated in Item 5

As-of date 06/30/2026 Date tied to reported ownership figures

Key Terms

beneficially owned, sole voting power, sole dispositive power, Ownership of 5 Percent or Less of a Class, +1 more

5 terms

beneficially owned financial

"Item 4. | Ownership (a) | Amount beneficially owned: 3936942"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

sole voting power financial

"Sole power to vote or to direct the vote: 3877188.00"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

sole dispositive power financial

"Sole power to dispose or to direct the disposition of: 3936942"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

Ownership of 5 Percent or Less of a Class regulatory

"Item 5. | Ownership of 5 Percent or Less of a Class."

Schedule 13G regulatory

"SCHEDULE 13G/A institutional passive ownership report"

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What ownership stake in BBT does Fuller & Thaler report in this Schedule 13G/A?

Fuller & Thaler reports beneficial ownership of 3,936,942 shares of Beacon Financial Corp common stock, representing 4.7% of the outstanding class as of June 30, 2026.

Does Fuller & Thaler have voting control over its BBT shares?

Fuller & Thaler reports sole voting power over 3,877,188 shares of Beacon Financial Corp and no shared voting power, indicating it alone can vote or direct the vote on those shares.

What dispositive power over BBT shares does Fuller & Thaler disclose?

The firm reports sole dispositive power over 3,936,942 shares of Beacon Financial Corp common stock and no shared dispositive power, meaning it alone can decide whether to sell or otherwise dispose of those shares.

Is Fuller & Thaler still a 5% or greater shareholder of BBT?

No. Fuller & Thaler reports owning 4.7% of Beacon Financial Corp’s common stock and checks the item for ownership of 5 percent or less of the class.

What type of securities of BBT are covered in this Schedule 13G/A?

The filing covers common stock of Beacon Financial Corp, identified by CUSIP 084680107, and reflects Fuller & Thaler’s beneficial ownership and voting and dispositive powers over those shares.

Who signed the BBT Schedule 13G/A for Fuller & Thaler and when?

The amendment was signed by Hanna Zanoni, Chief Compliance Officer of Fuller & Thaler Asset Management, Inc., on August 14, 2026.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 08/14/2026 - 05:24 PM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Beacon Financial Corp

(Name of Issuer)

Common Stock

(Title of Class of Securities)

084680107

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 084680107

1

Names of Reporting Persons

Fuller & Thaler Asset Management, Inc.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

CALIFORNIA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 3,877,188.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 3,936,942.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,936,942.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.7 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Beacon Financial Corp
(b)	Address of issuer's principal executive offices: 131 Clarendon Street, Boston, MA 02116
Item 2.
(a)	Name of person filing: Fuller & Thaler Asset Management, Inc.
(b)	Address or principal business office or, if none, residence: 411 Borel Avenue, Suite 300, San Mateo, CA 94402
(c)	Citizenship: California corporation
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 084680107
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 3936942
(b)	Percent of class: 4.7 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 3877188.00
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 3936942
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Fuller & Thaler Asset Management, Inc.

Signature:	/s/ Hanna Zanoni
Name/Title:	Chief Compliance Officer
Date:	08/14/2026