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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
BlackRock
1
BlackRock
New York
$365M -$5.29M -181,314 -1%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$154M +$150M +5,133,932 New
Millennium Management
3
Millennium Management
New York
$153M +$130M +4,454,888 +678%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$145M -$1.66M -56,989 -1%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$143M -$3.15M -107,828 -2%
State Street
6
State Street
Massachusetts
$143M -$8.76M -300,054 -6%
VCM
7
Vanguard Capital Management
Pennsylvania
$113M +$110M +3,766,184 New
ACL
8
Azora Capital LP
Florida
$94.1M +$143K +4,890 +0.2%
HAM
9
HoldCo Asset Management
Florida
$61.8M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$61.3M +$1.77M +60,789 +3%
Verition Fund Management
11
Verition Fund Management
Connecticut
$60.5M -$7.46M -255,460 -11%
Adage Capital Partners
12
Adage Capital Partners
Massachusetts
$54.8M -$6.16M -210,866 -10%
Goldman Sachs
13
Goldman Sachs
New York
$42.7M +$4.31M +147,797 +12%
Morgan Stanley
14
Morgan Stanley
New York
$40.1M -$6.7M -229,605 -15%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$36.1M -$3.91M -134,062 -10%
SFM
16
Systematic Financial Management
New Jersey
$33.8M -$373K -12,773 -1%
Charles Schwab
17
Charles Schwab
California
$32.7M -$821K -28,118 -3%
N
18
Nuveen
North Carolina
$25.8M +$4.3M +147,280 +21%
Northern Trust
19
Northern Trust
Illinois
$24.8M +$177K +6,080 +0.7%
American Century Companies
20
American Century Companies
Missouri
$24M -$2.61M -89,324 -10%
Two Sigma Investments
21
Two Sigma Investments
New York
$18.9M +$1.84M +63,100 +11%
Bank of America
22
Bank of America
North Carolina
$18.8M +$387K +13,249 +2%
SVBP
23
Strategic Value Bank Partners
Ohio
$18.7M
Renaissance Technologies
24
Renaissance Technologies
New York
$17.1M -$6.62M -226,718 -28%
VFT
25
Vanguard Fiduciary Trust
Pennsylvania
$16.2M +$15.8M +541,250 New