Fund shareholders of Beacon Financial Corp
ISIN US0846801076 · United States · LEI 549300AS2OC6UMMBNO37
- Fund shareholders
- 248
- Of which ETFs
- 62 186 other funds
- Value held
- 1.1B $
- Share of capital
- 45.6 % of 83.8M shares on Jul 31, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Voya MI Dynamic Small Cap Fund Voya Equity Trust | 29,914 | 889.6K $ | 0.53 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 29,369 | 837.9K $ | 0.03 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 29,354 | 880.6K $ | 0.16 % | 0.04 % | as of Mar 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 28,885 | 866.6K $ | 0.03 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 28,756 | 855.2K $ | 0.01 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 28,672 | 860.2K $ | 0.16 % | 0.03 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 27,779 | 833.4K $ | 0.04 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Transamerica Small Cap Value TRANSAMERICA FUNDS | 27,150 | 774.6K $ | 0.75 % | 0.03 % | as of Apr 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 26,369 | 791.1K $ | 0.08 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 25,656 | 769.7K $ | 0.13 % | 0.03 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 25,548 | 766.4K $ | 0.08 % | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares US Small Cap Value Factor ETF iShares Trust | 24,257 | 727.7K $ | 0.43 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Value Fund Penn Series Funds Inc | 24,255 | 727.7K $ | 0.50 % | 0.03 % | as of Mar 31, 2026 ↗ |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 23,268 | 698K $ | 0.08 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 23,153 | 660.6K $ | 0.03 % | 0.03 % | as of Apr 30, 2026 ↗ |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 23,077 | 658.4K $ | 0.05 % | 0.03 % | as of Apr 30, 2026 ↗ |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 22,906 | 687.2K $ | 0.16 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 21,225 | 636.8K $ | 0.08 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 20,791 | 593.2K $ | 0.01 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 20,186 | 600.3K $ | 0.07 % | 0.02 % | as of Feb 28, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 19,886 | 596.6K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 19,858 | 566.5K $ | 0.10 % | 0.02 % | as of Apr 30, 2026 ↗ |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 19,273 | 573.2K $ | 0.00 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 17,583 | 522.9K $ | 0.07 % | 0.02 % | as of Feb 28, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 17,020 | 485.6K $ | 0.07 % | 0.02 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 16,443 | 493.3K $ | 0.05 % | 0.02 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 16,321 | 489.6K $ | 0.08 % | 0.02 % | as of Mar 31, 2026 ↗ |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 16,189 | 485.7K $ | 0.16 % | 0.02 % | as of Mar 31, 2026 ↗ |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 16,076 | 482.3K $ | 0.18 % | 0.02 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 15,970 | 479.1K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 15,298 | 458.9K $ | 0.06 % | 0.02 % | as of Mar 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 15,092 | 430.6K $ | 0.02 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 14,863 | 445.9K $ | 0.08 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 14,325 | 429.8K $ | 0.26 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 13,104 | 389.7K $ | 0.17 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Small Cap Value Fund VALIC Co I | 13,068 | 388.6K $ | 0.15 % | 0.02 % | as of Feb 28, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 12,885 | 367.6K $ | 0.03 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 12,592 | 359.2K $ | 0.09 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 12,515 | 357.1K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 12,481 | 374.4K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 12,378 | 368.1K $ | 0.03 % | 0.01 % | as of Feb 28, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 12,068 | 362K $ | 0.08 % | 0.01 % | as of Mar 31, 2026 ↗ |
| MFS New Discovery Value Portfolio MFS VARIABLE INSURANCE TRUST III | 11,980 | 359.4K $ | 0.84 % | 0.01 % | as of Mar 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 11,684 | 350.5K $ | 0.08 % | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 11,514 | 345.4K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 11,086 | 332.6K $ | 0.18 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 10,405 | 296.9K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 10,077 | 302.3K $ | 0.08 % | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 10,051 | 301.5K $ | 0.09 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | 9,755 | 292.7K $ | 0.40 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 9,691 | 276.5K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 9,592 | 287.8K $ | 0.16 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 9,461 | 269.9K $ | 0.03 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 9,295 | 278.9K $ | 0.08 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 8,990 | 256.5K $ | 0.07 % | 0.01 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,884 | 266.5K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 8,000 | 240K $ | 0.06 % | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 7,184 | 215.5K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 7,000 | 210K $ | 0.10 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 6,967 | 207.2K $ | 0.08 % | 0.01 % | as of Feb 28, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 6,966 | 209K $ | 0.08 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,914 | 205.6K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 6,650 | 189.7K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 6,644 | 197.6K $ | 0.02 % | 0.01 % | as of Feb 28, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,537 | 196.1K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 6,523 | 186.1K $ | 0.07 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 6,370 | 189.4K $ | 0.15 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 6,357 | 190.7K $ | 0.08 % | 0.01 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 6,345 | 190.4K $ | 0.15 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 6,309 | 189.3K $ | 0.06 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 5,705 | 171.2K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| TETON Westwood Mighty Mites Fund Teton Westwood Funds | 5,660 | 169.8K $ | 0.09 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 5,576 | 159.1K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 5,527 | 165.8K $ | 0.04 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 5,245 | 157.4K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 5,241 | 157.2K $ | 0.08 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 5,222 | 149K $ | 0.08 % | 0.01 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 5,163 | 153.5K $ | 0.05 % | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 5,148 | 153.1K $ | 0.05 % | 0.01 % | as of Feb 28, 2026 ↗ |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,116 | 153.5K $ | 0.08 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 5,103 | 151.8K $ | 0.64 % | 0.01 % | as of Feb 28, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 4,764 | 142.9K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 3,949 | 118.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Eventide Small Cap ETF Strategy Shares | 3,648 | 104.1K $ | 0.40 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 3,615 | 107.5K $ | 0.07 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 3,610 | 108.3K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 3,606 | 102.9K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 3,453 | 103.6K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 3,383 | 100.6K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 3,355 | 100.7K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 3,295 | 94K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 3,281 | 93.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 3,080 | 91.6K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| S&P SmallCap Index Fund SHELTON FUNDS | 3,072 | 91.4K $ | 0.17 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 3,034 | 91K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 2,656 | 79.7K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 2,610 | 78.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 2,478 | 73.7K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 2,459 | 70.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 2,388 | 71K $ | 0.00 % | 0.00 % | as of Feb 28, 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 | 4.42 % | as of Apr 30, 2026 ↗ |
| RMB Mendon Financial Services Fund RMB Investors Trust | 2.24 % | as of Mar 31, 2026 ↗ |
| Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | 1.44 % | as of Mar 31, 2026 ↗ |
| Royce Small-Cap Value Fund ROYCE FUND | 1.43 % | as of Mar 31, 2026 ↗ |
| MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III | 1.40 % | as of Mar 31, 2026 ↗ |
| Undiscovered Managers Behavioral Value Fund UNDISCOVERED MANAGERS FUNDS | 1.16 % | as of Mar 31, 2026 ↗ |
| MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 1.15 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 1.04 % | as of Mar 31, 2026 ↗ |
| PROFUND VP BANKS ProFunds | 1.01 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 0.84 % | as of Mar 31, 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 |
|---|---|---|---|---|
| 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 are 2 beneficial ownership filings. 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 | |
|---|---|---|---|
| Vanguard Portfolio Management | 6.19 % | 5,192,136 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.25 % | 4,403,534 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Beacon Financial Corp". https://titelia.com/en/stocks/beacon-financial-corp-US0846801076