BBT

Beacon Financial Corp

276 hedge funds and large institutions have $2.02B invested in Beacon Financial Corp in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 76 increasing their positions, 113 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

33% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 113

66.62% less ownership

Funds ownership: 157.75%91.13% (-67%)

Holders
276
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
251
True Wealth Design
Ohio
$5.83K
AF
252
Allworth Financial
California
$5.64K
HNB
253
Huntington National Bank
Ohio
$5.56K
S
254
SignatureFD
Georgia
$3.93K
PFBT
255
Parkside Financial Bank & Trust
Missouri
$3.4K
SPIA
256
Steward Partners Investment Advisory
New York
$3.32K
PCM
257
PenderFund Capital Management
British Columbia, Canada
$3.06K
PA
258
Parallel Advisors
California
$2.72K
AAP
259
Arax Advisory Partners
Colorado
$2.14K
QCG
260
Quadrant Capital Group
Ohio
$2.06K
BBHC
261
Brown Brothers Harriman & Co
New York
$1.85K
Jones Financial Companies
262
Jones Financial Companies
Missouri
$1.66K
FMII
263
Farmers & Merchants Investments Inc
Nebraska
$1.37K
IA
264
IFP Advisors
Florida
$1.32K
KFAS
265
Keating Financial Advisory Services
Kansas
$1.16K
LFG
266
Larson Financial Group
Missouri
$1.05K
TF
267
Tompkins Financial
New York
$791
CIBC Private Wealth Group
268
CIBC Private Wealth Group
Georgia
$501
CMA
269
Cedar Mountain Advisors
Oregon
$422
MCM
270
MAI Capital Management
Ohio
$396
BSB
271
Bangor Savings Bank
Maine
$343
CA
272
Clearstead Advisors
Ohio
$317
AW
273
Ankerstar Wealth
Texas
$237
GWM
274
Gilpin Wealth Management
Colorado
$185
DF
275
Dunhill Financial
United Kingdom
$42