BBT

Beacon Financial Corp

291 hedge funds and large institutions have $2.33B invested in Beacon Financial Corp in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 91 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.28% more ownership

Funds ownership: 91.29%92.57% (+1.3%)

9% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 91

Holders
291
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$30K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$130M
2 +$9.66M
3 +$5.87M
4
IP
Interval Partners
New York
+$4.84M
5
Goldman Sachs
Goldman Sachs
New York
+$4.31M

Top Sellers

1 -$33.1M
2 -$8.76M
3 -$8.69M
4
UBS Group
UBS Group
Switzerland
-$8.46M
5
Verition Fund Management
Verition Fund Management
Connecticut
-$7.46M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
251
Triumph Capital Management
Colorado
$15.1K
CT
252
Coastline Trust
Rhode Island
$14.7K
KAS
253
Kemnay Advisory Services
New York
$14.7K
SIS
254
Sound Income Strategies
Florida
$14.6K
GKIM
255
GW&K Investment Management
Massachusetts
$12K
AT
256
Avalon Trust
New Mexico
$11.1K
UB
257
UMB Bank
Missouri
$11K
BC
258
Barrett & Company
Rhode Island
$10.1K
HCA
259
Harbor Capital Advisors
Illinois
$10K
VR
260
Vision Retirement
New Jersey
$9.27K
MPWT
261
MassMutual Private Wealth & Trust
Connecticut
$7.95K
RIL
262
Rothschild Investment LLC
Illinois
$7.74K
AF
263
Allworth Financial
California
$6.84K
TWD
264
True Wealth Design
Ohio
$6.63K
BFS
265
Bare Financial Services
Pennsylvania
$6.51K
HNB
266
Huntington National Bank
Ohio
$6.33K
TM
267
Torren Management
California
$4.43K
PFBT
268
Parkside Financial Bank & Trust
Missouri
$3.87K
AAP
269
Arax Advisory Partners
Colorado
$3.6K
KFAS
270
Keating Financial Advisory Services
Kansas
$3.3K
DB
271
Danske Bank
Denmark
$3K
PA
272
Parallel Advisors
California
$2.7K
LFG
273
Larson Financial Group
Missouri
$2.52K
RFP
274
Root Financial Partners
California
$2.52K
QCG
275
Quadrant Capital Group
Ohio
$2.34K