Fund shareholders of Beacon Financial Corp
ISIN US0846801076 · United States · LEI 549300AS2OC6UMMBNO37
- Fund shareholders
- 262
- Of which ETFs
- 63 199 other funds
- Value held
- 1.2B $
- Share of capital
- 46.7 % of 83.8M shares on Jul 31, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 5,047,977 | 153.7M $ | 0.14 % | 6.02 % | as of Jun 30, 2026 ↗ |
| Undiscovered Managers Behavioral Value Fund UNDISCOVERED MANAGERS FUNDS | 3,210,542 | 97.8M $ | 1.08 % | 3.83 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,656,010 | 80.9M $ | 0.00 % | 3.17 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 2,128,465 | 64.8M $ | 0.08 % | 2.54 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,917,423 | 58.4M $ | 0.03 % | 2.29 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,217,658 | 37.1M $ | 0.05 % | 1.45 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 1,186,607 | 36.1M $ | 0.76 % | 1.42 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,150,556 | 36.3M $ | 0.19 % | 1.37 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 961,666 | 29.3M $ | 0.03 % | 1.15 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 933,125 | 29.4M $ | 0.09 % | 1.11 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 771,053 | 23.5M $ | 0.14 % | 0.92 % | as of Jun 30, 2026 ↗ |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 720,882 | 22M $ | 0.27 % | 0.86 % | as of Jun 30, 2026 ↗ |
| MFS New Discovery Value Fund MFS SERIES TRUST XIII | 650,965 | 18.9M $ | 0.76 % | 0.78 % | as of May 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 637,935 | 19.4M $ | 0.13 % | 0.76 % | as of Jun 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 637,553 | 20.1M $ | 0.12 % | 0.76 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 610,603 | 18.6M $ | 0.18 % | 0.73 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 598,029 | 17.4M $ | 0.06 % | 0.71 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 539,219 | 17M $ | 0.12 % | 0.64 % | as of Jul 31, 2026 ↗ |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 498,512 | 15.2M $ | 0.13 % | 0.59 % | as of Jun 30, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 484,060 | 15.3M $ | 0.19 % | 0.58 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 465,238 | 14.2M $ | 0.96 % | 0.56 % | as of Jun 30, 2026 ↗ |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 458,090 | 14.4M $ | 0.36 % | 0.55 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 437,168 | 12.7M $ | 0.03 % | 0.52 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 435,295 | 13.3M $ | 0.27 % | 0.52 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 428,238 | 12.5M $ | 0.07 % | 0.51 % | as of May 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 401,547 | 11.7M $ | 0.05 % | 0.48 % | as of May 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 367,687 | 11.6M $ | 0.06 % | 0.44 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 340,886 | 10.4M $ | 0.10 % | 0.41 % | as of Jun 30, 2026 ↗ |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 332,397 | 10.5M $ | 0.01 % | 0.40 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 311,588 | 9.8M $ | 0.06 % | 0.37 % | as of Jul 31, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 290,468 | 8.4M $ | 0.14 % | 0.35 % | as of May 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 286,123 | 8.7M $ | 0.01 % | 0.34 % | as of Jun 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 275,572 | 8.7M $ | 0.11 % | 0.33 % | as of Jul 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 214,969 | 6.3M $ | 0.07 % | 0.26 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 211,195 | 6.7M $ | 0.01 % | 0.25 % | as of Jul 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 206,970 | 6.5M $ | 0.09 % | 0.25 % | as of Jul 31, 2026 ↗ |
| RMB Mendon Financial Services Fund RMB Investors Trust | 200,000 | 6.1M $ | 2.36 % | 0.24 % | as of Jun 30, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 199,000 | 6.1M $ | 0.46 % | 0.24 % | as of Jun 30, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 183,968 | 5.4M $ | 0.28 % | 0.22 % | as of May 31, 2026 ↗ |
| Royce Small-Cap Fund ROYCE FUND | 171,711 | 5.2M $ | 0.24 % | 0.20 % | as of Jun 30, 2026 ↗ |
| Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 158,395 | 5M $ | 0.74 % | 0.19 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 157,484 | 4.6M $ | 0.16 % | 0.19 % | as of May 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 155,236 | 4.5M $ | 0.00 % | 0.19 % | as of May 31, 2026 ↗ |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 149,618 | 4.4M $ | 0.18 % | 0.18 % | as of May 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 142,369 | 4.3M $ | 0.07 % | 0.17 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Small Cap Value Fund Goldman Sachs Trust | 142,088 | 4.1M $ | 0.44 % | 0.17 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 138,228 | 4.4M $ | 0.01 % | 0.16 % | as of Jul 31, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 135,693 | 3.9M $ | 0.03 % | 0.16 % | as of May 31, 2026 ↗ |
| MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 135,552 | 3.9M $ | 1.21 % | 0.16 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 134,082 | 4.2M $ | 0.01 % | 0.16 % | as of Jul 31, 2026 ↗ |
| JNL Small Cap Index Fund JNL Series Trust | 130,789 | 4M $ | 0.14 % | 0.16 % | as of Jun 30, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 128,317 | 3.9M $ | 0.43 % | 0.15 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 127,506 | 3.7M $ | 0.00 % | 0.15 % | as of May 31, 2026 ↗ |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 125,118 | 3.6M $ | 0.14 % | 0.15 % | as of May 31, 2026 ↗ |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 119,867 | 3.6M $ | 0.13 % | 0.14 % | as of Jun 30, 2026 ↗ |
| Hennessy Small Cap Financial Fund Hennessy Funds Trust | 116,000 | 3.7M $ | 4.75 % | 0.14 % | as of Jul 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 113,261 | 3.6M $ | 0.09 % | 0.14 % | as of Jul 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 113,056 | 3.6M $ | 0.13 % | 0.13 % | as of Jul 31, 2026 ↗ |
| MFS Blended Research Mid Cap Equity Fund MFS Series Trust X | 107,807 | 3.1M $ | 0.11 % | 0.13 % | as of May 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 97,108 | 3M $ | 0.00 % | 0.12 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 95,209 | 2.9M $ | 0.13 % | 0.11 % | as of Jun 30, 2026 ↗ |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 93,365 | 2.8M $ | 0.14 % | 0.11 % | as of Jun 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 87,771 | 2.7M $ | 0.07 % | 0.10 % | as of Jun 30, 2026 ↗ |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 81,326 | 2.6M $ | 0.20 % | 0.10 % | as of Jul 31, 2026 ↗ |
| Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | 78,945 | 2.4M $ | 1.29 % | 0.09 % | as of Jun 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 77,464 | 2.4M $ | 0.19 % | 0.09 % | as of Jul 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 73,132 | 2.3M $ | 0.00 % | 0.09 % | as of Jul 31, 2026 ↗ |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 71,570 | 2.3M $ | 0.53 % | 0.09 % | as of Jul 31, 2026 ↗ |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 71,289 | 2.2M $ | 0.14 % | 0.09 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 67,187 | 2M $ | 0.01 % | 0.08 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 65,860 | 1.9M $ | 0.15 % | 0.08 % | as of May 31, 2026 ↗ |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 64,400 | 2M $ | 0.31 % | 0.08 % | as of Jul 31, 2026 ↗ |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 61,754 | 1.9M $ | 0.15 % | 0.07 % | as of Jul 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 60,247 | 1.8M $ | 0.08 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 58,655 | 1.8M $ | 0.14 % | 0.07 % | as of Jun 30, 2026 ↗ |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 57,297 | 1.8M $ | 0.13 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 57,100 | 1.7M $ | 0.31 % | 0.07 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 57,031 | 1.8M $ | 0.00 % | 0.07 % | as of Jul 31, 2026 ↗ |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 56,799 | 1.7M $ | 0.13 % | 0.07 % | as of Jun 30, 2026 ↗ |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 55,039 | 1.7M $ | 0.14 % | 0.07 % | as of Jun 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 54,587 | 1.7M $ | 0.08 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 52,080 | 1.6M $ | 0.07 % | 0.06 % | as of Jul 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 50,517 | 1.5M $ | 0.08 % | 0.06 % | as of Jun 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 48,897 | 1.5M $ | 0.03 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 48,762 | 1.4M $ | 0.00 % | 0.06 % | as of May 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 47,821 | 1.5M $ | 0.00 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Royce Small-Cap Value Fund ROYCE FUND | 47,344 | 1.4M $ | 1.29 % | 0.06 % | as of Jun 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 46,076 | 1.5M $ | 0.02 % | 0.05 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 45,415 | 1.4M $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 44,952 | 1.4M $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 43,158 | 1.3M $ | 0.08 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 41,284 | 1.2M $ | 0.09 % | 0.05 % | as of May 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 40,801 | 1.3M $ | 0.09 % | 0.05 % | as of Jul 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 40,332 | 1.2M $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 40,103 | 1.3M $ | 0.01 % | 0.05 % | as of Jul 31, 2026 ↗ |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 39,318 | 1.2M $ | 0.15 % | 0.05 % | as of Jul 31, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 38,933 | 1.1M $ | 0.14 % | 0.05 % | as of May 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 36,188 | 1.1M $ | 0.13 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 35,328 | 1M $ | 0.06 % | 0.04 % | as of May 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 35,274 | 1M $ | 0.01 % | 0.04 % | as of May 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Hennessy Small Cap Financial Fund Hennessy Funds Trust | 4.75 % | as of Jul 31, 2026 ↗ |
| RMB Mendon Financial Services Fund RMB Investors Trust | 2.36 % | as of Jun 30, 2026 ↗ |
| Royce Small-Cap Value Fund ROYCE FUND | 1.29 % | as of Jun 30, 2026 ↗ |
| Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | 1.29 % | as of Jun 30, 2026 ↗ |
| MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III | 1.21 % | as of Jun 30, 2026 ↗ |
| MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 1.21 % | as of May 31, 2026 ↗ |
| Undiscovered Managers Behavioral Value Fund UNDISCOVERED MANAGERS FUNDS | 1.08 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 0.96 % | as of Jun 30, 2026 ↗ |
| PROFUND VP BANKS ProFunds | 0.93 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 0.76 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 262 | +14 | 39,157,134 | +2.5 % |
| 2026Q2 | 248 | -10 | 38,197,747 | -1.2 % |
| 2026Q1 | 258 | -21 | 38,655,012 | +2.7 % |
| 2025Q4 | 279 | +16 | 37,648,895 | +63.7 % |
| 2025Q3 | 263 | -2 | 22,991,736 | +6.3 % |
| 2025Q2 | 265 | +1 | 21,635,337 | +6.6 % |
| 2025Q1 | 264 | -1 | 20,293,679 | -2.0 % |
| 2024Q4 | 265 | +5 | 20,709,977 | +2.0 % |
| 2024Q3 | 260 | -2 | 20,299,831 | -1.6 % |
| 2024Q2 | 262 | +11 | 20,629,754 | +0.9 % |
| 2024Q1 | 251 | -10 | 20,448,965 | -0.8 % |
| 2023Q4 | 261 | 20,612,430 |
Institutional managers
284 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 12,181,721 | 365.5M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 5,111,881 | 153.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 4,818,522 | 144.6M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 4,770,552 | 143.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 4,753,986 | 142.6M $ | as of Mar 31, 2026 |
| Azora Capital LP | 3,137,941 | 94.1M $ | as of Mar 31, 2026 |
| HoldCo Asset Management, LP | 2,061,000 | 61.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,044,360 | 61.3M $ | as of Mar 31, 2026 |
| Verition Fund Management LLC | 2,015,022 | 60.5M $ | as of Mar 31, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1,825,962 | 54.8M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,423,076 | 42.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,336,199 | 40.1M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,203,607 | 36.1M $ | as of Mar 31, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1,127,856 | 33.8M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,090,223 | 32.7M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 861,383 | 25.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 826,479 | 24.8M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 800,820 | 24M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 628,705 | 18.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 626,104 | 18.8M $ | as of Mar 31, 2026 |
| STRATEGIC VALUE BANK PARTNERS LLC | 623,747 | 18.7M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 570,440 | 17.1M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 527,786 | 15.8M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 527,146 | 15.8M $ | as of Mar 31, 2026 |
| Ategra Capital Management, LLC | 511,288 | 15.3M $ | as of Mar 31, 2026 |
Declared shareholders of Beacon Financial Corp
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Fuller & Thaler Asset Management, Inc. | 4.70 % | 3,936,942 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Beacon Financial Corp". https://titelia.com/en/stocks/beacon-financial-corp-US0846801076