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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
HSA
201
HBK Sorce Advisory
Pennsylvania
$234K
PT
202
Plimoth Trust
Massachusetts
$228K
FT
203
Fiduciary Trust
Massachusetts
$224K +$218K +7,478 New
Focus Partners Wealth
204
Focus Partners Wealth
Massachusetts
$224K +$218K +7,475 New
NICM
205
Neo Ivy Capital Management
New York
$223K +$217K +7,442 New
IWA
206
Icon Wealth Advisors
Texas
$222K +$207K +7,095 New
CSA
207
Cornerstone Select Advisors
Missouri
$220K +$214K +7,340 New
ECM
208
Everence Capital Management
Indiana
$210K +$204K +7,000 New
AIP
209
Ameritas Investment Partners
Nebraska
$209K
CGH
210
Crossmark Global Holdings
Texas
$206K +$200K +6,860 New
PCG
211
Prosperity Consulting Group
Maryland
$200K +$195K +6,682 New
SDIC
212
South Dakota Investment Council
South Dakota
$191K -$210K -7,200 -53%
TRCT
213
Tower Research Capital (TRC)
New York
$182K +$73.5K +2,519 +71%
HFS
214
Hantz Financial Services
Michigan
$166K +$20.5K +702 +14%
DJSG
215
D.J. St. Germain
Massachusetts
$161K
LWCFA
216
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$160K
ECSS
217
Eurizon Capital SGR SpA
$159K -$12.5K -427 -7%
PWPS
218
Pinnacle Wealth Planning Services
Ohio
$141K +$2.6K +89 +2%
US Bancorp
219
US Bancorp
Minnesota
$117K -$45.3K -1,552 -28%
KBC Group
220
KBC Group
Belgium
$106K
FFA
221
Farther Finance Advisors
California
$103K +$730 +25 +0.7%
BNP Paribas Asset Management
222
BNP Paribas Asset Management
France
$100K -$327K -11,211 -77%
BTI
223
Blue Trust Inc
Georgia
$96.6K +$9.49K +325 +11%
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$96.3K -$39.3K -1,347 -30%
SCM
225
Sterling Capital Management
North Carolina
$82.9K -$60.4K -2,069 -43%