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Beacon Financial Corp

Institutional holders · 13F as of Dec 31, 2025

288 holders

HolderValueShares% of shares
True Wealth Design, LLC$5.8K2210.00%
ROTHSCHILD INVESTMENT LLC$6.0K2260.00%
ALGERT GLOBAL LLC$6.0K201,0270.24%
DV Trading LLC$7.9K3000.00%
Aster Capital Management (DIFC) Ltd$7.9K3000.00%
MassMutual Private Wealth & Trust, FSB$8.0K2650.00%
BARRETT & COMPANY, INC.$8.9K3360.00%
UMB Bank, n.a.$9.0K3410.00%
Sound Income Strategies, LLC$13.1K4780.00%
Triumph Capital Management$13.3K5040.00%
Global Retirement Partners, LLC$14.2K5400.00%
Pinnacle Holdings, LLC$14.2K5400.00%
Coastline Trust Co$14.7K4910.00%
LRI Investments, LLC$14.8K5600.00%
FIFTH THIRD BANCORP$15.7K5940.00%
DANSKE BANK A/S$15.8K6000.00%
New England Capital Financial Advisors LLC$16.1K6090.00%
ARMSTRONG ADVISORY GROUP, INC$18.7K7090.00%
Glen Eagle Advisors, LLC$20.3K7710.00%
WHITTIER TRUST CO$22.4K7280.00%
MONTAG A & ASSOCIATES INC$24.9K9450.00%
Salomon & Ludwin, LLC$29.8K9660.00%
LOS ANGELES CAPITAL MANAGEMENT LLC$30.3K1,0110.00%
TD PRIVATE CLIENT WEALTH LLC$32.0K1,2120.00%
Rockefeller Capital Management L.P.$32.0K1,2130.00%
EverSource Wealth Advisors, LLC$33.8K1,2810.00%
Mitsubishi UFJ Asset Management Co., Ltd.$34.7K1,1400.00%
Torren Management, LLC$35.2K1,3360.00%
NBT BANK N A /NY$36.1K1,3690.00%
TRUST CO OF VERMONT$41.0K1,3460.00%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$42.1K1,4040.00%
GAMMA Investing LLC$42.6K1,6160.00%
Smartleaf Asset Management LLC$43.8K1,6540.00%
PINNEY & SCOFIELD, INC.$44.0K1,4470.00%
BROWN, LISLE/CUMMINGS, INC.$49.9K1,8930.00%
NISA INVESTMENT ADVISORS, LLC$59.5K2,2560.00%
Versant Capital Management, Inc$63.7K2,4150.00%
Blue Trust, Inc.$76.3K2,8950.00%
Sterling Capital Management LLC$82.9K2,7620.00%
Farther Finance Advisors, LLC$89.4K3,3910.00%
Measured Wealth Private Client Group, LLC$89.4K3,3920.00%
Tower Research Capital LLC (TRC)$93.7K3,5520.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$96.3K3,2110.00%
ST GERMAIN D J CO INC$141.7K5,3750.01%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$142.8K5,0310.01%
Pinnacle Wealth Planning Services, Inc.$143.8K4,7220.01%
US BANCORP \DE$144.1K5,4640.01%
Eurizon Capital SGR S.p.A.$154.7K5,8490.01%
PLIMOTH TRUST CO LLC$200.5K7,6040.01%
Mayflower Financial Advisors, LLC$203.6K7,7200.01%
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