BBT

Beacon Financial Corporation

230 hedge funds and large institutions have $1.12B invested in Beacon Financial Corporation in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 57 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
100
Reduced
57
Closed
29
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Shares
Change %
C
201
Covestor
United Kingdom
$11K +$10.9K +438 +10,950%
CA
202
Clearstead Advisors
Ohio
$10.9K +$10.9K +437 New
GKIM
203
GW&K Investment Management
Massachusetts
$10K -$366 -15 -4%
AAG
204
Armstrong Advisory Group
Massachusetts
$8.19K
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$6.91K -$3.71K -148 -35%
LI
206
LRI Investments
Florida
$6.46K +$3.03K +121 +88%
MPWT
207
MassMutual Private Wealth & Trust
Connecticut
$6.26K +$3.01K +120 +92%
Bessemer Group
208
Bessemer Group
New Jersey
$6K -$1.21K -47 -17%
TPWA
209
Twin Peaks Wealth Advisors
California
$5.84K +$5.84K +229 New
MCM
210
MAI Capital Management
Ohio
$5.79K +$5.79K +231 New
TWD
211
True Wealth Design
Ohio
$4.76K +$4.76K +190 New
PS
212
Pinney & Scofield
Massachusetts
$4.64K +$25 +1 +0.5%
UB
213
UMB Bank
Missouri
$4.08K +$1.68K +67 +70%
SPIA
214
Steward Partners Investment Advisory
New York
$3.16K +$3.16K +126 New
IA
215
IFP Advisors
Florida
$3.13K +$3.13K +125 New
PFBT
216
Parkside Financial Bank & Trust
Missouri
$2.61K -$4.41K -176 -63%
PA
217
Pineridge Advisors
Missouri
$2.36K
PA
218
Parallel Advisors
California
$2.25K -$902 -36 -29%
RIL
219
Rothschild Investment LLC
Illinois
$1.88K -$501 -20 -21%
Jones Financial Companies
220
Jones Financial Companies
Missouri
$1.58K +$977 +39 +163%
CT
221
Clearstead Trust
Maine
$1.4K +$1.4K +56 New
GWM
222
Geneos Wealth Management
Colorado
$1.03K +$1.03K +41 New
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$776
GC
224
Garde Capital
Washington
$376
Kayne Anderson Rudnick Investment Management
225
Kayne Anderson Rudnick Investment Management
California
$351