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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 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more capital invested

Capital invested by funds: $2.02B → $2.33B (+$306M)

3% more funds holding

Funds holding: 282291 (+9)

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
+9
Holders Change %
+3.19%
% of All Funds
3.58%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
47
Increased
99
Reduced
91
Closed
31
Calls
$30K
Puts
Net Calls
+$30K
Net Calls Change
+$1K
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 +$14.3K +490 New
SIS
254
Sound Income Strategies
Florida
$14.6K +$146 +5 +1%
GKIM
255
GW&K Investment Management
Massachusetts
$12K
AT
256
Avalon Trust
New Mexico
$11.1K +$10.8K +371 New
UB
257
UMB Bank
Missouri
$11K +$730 +25 +7%
BC
258
Barrett & Company
Rhode Island
$10.1K
HCA
259
Harbor Capital Advisors
Illinois
$10K +$2.19K +75 +27%
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 +$934 +32 +14%
AF
263
Allworth Financial
California
$6.84K +$409 +14 +7%
TWD
264
True Wealth Design
Ohio
$6.63K
BFS
265
Bare Financial Services
Pennsylvania
$6.51K +$6.33K +217 New
HNB
266
Huntington National Bank
Ohio
$6.33K
TM
267
Torren Management
California
$4.43K -$34.7K -1,188 -89%
PFBT
268
Parkside Financial Bank & Trust
Missouri
$3.87K
AAP
269
Arax Advisory Partners
Colorado
$3.6K +$1.14K +39 +48%
KFAS
270
Keating Financial Advisory Services
Kansas
$3.3K +$1.93K +66 +150%
DB
271
Danske Bank
Denmark
$3K -$14.6K -500 -83%
PA
272
Parallel Advisors
California
$2.7K -$380 -13 -13%
LFG
273
Larson Financial Group
Missouri
$2.52K +$1.28K +44 +110%
RFP
274
Root Financial Partners
California
$2.52K +$2.45K +84 New
QCG
275
Quadrant Capital Group
Ohio
$2.34K