Companies / Beacon Financial Corp / Institutional holders

Beacon Financial Corp

Institutional holders · 13F as of Jun 30, 2026

Holder	Value	Shares	% of shares
BlackRock, Inc.	$376.55M	12,366,226	14.75%
VANGUARD GROUP INC	$253.25M	9,603,540	11.46%
STATE STREET CORPORATION	$156.18M	5,129,035	6.12%
Millennium Management LLC	$153.36M	5,111,881	6.10%
Fuller & Thaler Asset Management, Inc.	$143.12M	4,770,552	5.69%
Dimensional Fund Advisors LP	$128.57M	4,875,511	5.82%
Azora Capital LP	$82.62M	3,133,051	3.74%
GEODE CAPITAL MANAGEMENT, LLC	$61.34M	2,044,360	2.44%
Verition Fund Management LLC	$59.87M	2,270,482	2.71%
ADAGE CAPITAL PARTNERS GP, L.L.C.	$54.78M	1,825,962	2.18%
VM GP VII LLC	$54.35M	2,061,000	2.46%
Morgan Stanley	$41.29M	1,565,804	1.87%
Massachusetts Financial Services Company	$35.27M	1,337,669	1.60%
SYSTEMATIC FINANCIAL MANAGEMENT LP	$33.84M	1,127,856	1.35%
THE GOLDMAN SACHS GROUP, INC.	$33.63M	1,275,279	1.52%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$29.49M	1,118,341	1.33%
AMERICAN CENTURY COMPANIES INC	$23.47M	890,144	1.06%
NORTHERN TRUST CORP	$21.63M	820,399	0.98%
TWO SIGMA INVESTMENTS, LP	$18.86M	628,705	0.75%
Nuveen, LLC	$18.83M	714,103	0.85%
UBS Group AG	$18.81M	713,489	0.85%
Renaissance Technologies LLC	$17.11M	570,440	0.68%
STRATEGIC VALUE BANK PARTNERS LLC	$16.45M	623,747	0.74%
BANK OF AMERICA CORP /DE	$16.16M	612,855	0.73%
Bank of New York Mellon Corp/The	$15.83M	527,786	0.63%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	$15.81M	527,146	0.63%
Bayview Asset Management, LLC	$14.37M	544,828	0.65%
Hotchkis and Wiley Capital Management, LLC	$14.09M	469,780	0.56%
Ategra Capital Management, LLC	$13.48M	511,288	0.61%
Principal Financial Group Inc	$12.22M	407,331	0.49%
JPMORGAN CHASE & CO	$12.08M	458,033	0.55%
Invesco Ltd.	$11.80M	447,603	0.53%
Glendon Capital Management L.P.	$10.05M	381,184	0.45%
AMERIPRISE FINANCIAL INC	$9.51M	360,815	0.43%
PUBLIC SECTOR PENSION INVESTMENT BOARD	$9.00M	299,859	0.36%
Citadel Advisors LLC	$8.82M	334,363	0.40%
Nearwater Capital Markets, Ltd	$8.69M	329,500	0.39%
ROYCE & ASSOCIATES LP	$8.36M	316,854	0.38%
Empowered Funds, LLC	$8.15M	308,886	0.37%
MALTESE CAPITAL MANAGEMENT LLC	$7.80M	260,000	0.31%
AQR Capital Management, LLC	$7.57M	252,285	0.30%
RHUMBLINE ADVISERS	$7.19M	239,515	0.29%
AllianceBernstein L.P.	$6.18M	234,250	0.28%
MENDON CAPITAL ADVISORS CORP	$5.99M	199,731	0.24%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$5.73M	217,199	0.26%
VOLORIDGE INVESTMENT MANAGEMENT, LLC	$5.52M	209,293	0.25%
Legal & General Group Plc	$5.38M	203,893	0.24%
Curi Capital, LLC	$5.10M	170,120	0.20%
GRACE & WHITE INC /NY	$4.91M	186,349	0.22%
Barclays PLC	$4.79M	181,604	0.22%