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Beacon Financial Corp

Institutional holders · 13F as of Dec 31, 2025

288 holders

HolderValueShares% of shares
Mitsubishi UFJ Trust & Banking Corp$367.3K13,9290.02%
CHOREO, LLC$357.5K13,4960.02%
TEACHER RETIREMENT SYSTEM OF TEXAS$356.8K13,5290.02%
Polymer Capital Management (US) LLC$346.3K13,1320.02%
Hennion & Walsh Asset Management, Inc.$339.1K12,8580.02%
VIRGINIA RETIREMENT SYSTEMS ET Al$337.5K12,8000.02%
STIFEL FINANCIAL CORP$331.4K12,5670.01%
Maryland State Retirement & Pension System$325.3K12,3360.01%
Pictet Asset Management Holding SA$319.4K12,1140.01%
Balyasny Asset Management L.P.$318.8K10,6260.01%
Bank of Montreal$317.9K12,0540.01%
Neuberger Berman Group LLC$306.3K11,6150.01%
Mariner, LLC$297.3K9,9150.01%
GREAT LAKES ADVISORS, LLC$291.1K9,7050.01%
Robertson Stephens Wealth Management, LLC$285.9K10,8430.01%
HighTower Advisors, LLC$285.6K10,8290.01%
Orion Porfolio Solutions, LLC$283.7K9,4570.01%
BEESE FULMER INVESTMENT MANAGEMENT, INC.$281.5K10,6740.01%
Counterpoint Mutual Funds LLC$280.4K10,6320.01%
Financial Planning Hawaii, Inc.$273.7K10,3800.01%
VARCOV Co.$272.1K10,3180.01%
Creative Planning$271.6K10,3000.01%
INCEPTIONR LLC$270.2K10,2460.01%
Slocum, Gordon & Co LLP$255.7K9,6960.01%
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$252.9K9,5900.01%
CIBC Global Asset Managment Inc.$247.8K8,2590.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$244.1K9,0560.01%
PROFUND ADVISORS LLC$239.6K7,9870.01%
Savant Capital, LLC$238.8K10,0700.01%
Mirabella Financial Services LLP$236.4K8,9640.01%
HBK Sorce Advisory LLC$234.0K8,0890.01%
Aquatic Capital Management LLC$222.9K8,4540.01%
Ensign Peak Advisors, Inc$211.0K8,0020.01%
Kestra Advisory Services, LLC$210.9K7,9970.01%
Ameritas Investment Partners, Inc.$209.0K6,9660.01%
Joel Isaacson & Co., LLC$206.8K7,8440.01%
Beacon Bank & Trust$206.7K7,8400.01%
JOURNEY STRATEGIC WEALTH LLC$204.0K7,7350.01%
Mayflower Financial Advisors, LLC$203.6K7,7200.01%
PLIMOTH TRUST CO LLC$200.5K7,6040.01%
Eurizon Capital SGR S.p.A.$154.7K5,8490.01%
US BANCORP \DE$144.1K5,4640.01%
Pinnacle Wealth Planning Services, Inc.$143.8K4,7220.01%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$142.8K5,0310.01%
ST GERMAIN D J CO INC$141.7K5,3750.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$96.3K3,2110.00%
Tower Research Capital LLC (TRC)$93.7K3,5520.00%
Measured Wealth Private Client Group, LLC$89.4K3,3920.00%
Farther Finance Advisors, LLC$89.4K3,3910.00%
Sterling Capital Management LLC$82.9K2,7620.00%
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