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
HSA
201
HBK Sorce Advisory
Pennsylvania
$234K
PT
202
Plimoth Trust
Massachusetts
$228K
FT
203
Fiduciary Trust
Massachusetts
$224K
Focus Partners Wealth
204
Focus Partners Wealth
Massachusetts
$224K
NICM
205
Neo Ivy Capital Management
New York
$223K
IWA
206
Icon Wealth Advisors
Texas
$222K
CSA
207
Cornerstone Select Advisors
Missouri
$220K
ECM
208
Everence Capital Management
Indiana
$210K
AIP
209
Ameritas Investment Partners
Nebraska
$209K
CGH
210
Crossmark Global Holdings
Texas
$206K
PCG
211
Prosperity Consulting Group
Maryland
$200K
SDIC
212
South Dakota Investment Council
South Dakota
$191K
TRCT
213
Tower Research Capital (TRC)
New York
$182K
HFS
214
Hantz Financial Services
Michigan
$166K
DJSG
215
D.J. St. Germain
Massachusetts
$161K
LWCFA
216
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$160K
ECSS
217
Eurizon Capital SGR SpA
$159K
PWPS
218
Pinnacle Wealth Planning Services
Ohio
$141K
US Bancorp
219
US Bancorp
Minnesota
$117K
KBC Group
220
KBC Group
Belgium
$106K
FFA
221
Farther Finance Advisors
California
$103K
BNP Paribas Asset Management
222
BNP Paribas Asset Management
France
$100K
BTI
223
Blue Trust Inc
Georgia
$96.6K
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$96.3K
SCM
225
Sterling Capital Management
North Carolina
$82.9K