BEACON FINANCIAL CORP. COM is a security (CUSIP 084680107) tracked across SEC portfolio filings. 296 institutional managers reported $2.3B on Form 13F as of 2026-06-30; 22 registered fund positions totaling $129.4M via N-PORT as of 2026-05-31.
Showing 15 of 296 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BlackRock, Inc. | New York, NY | $365.5M | 12,181,721 |
| VANGUARD GROUP INC | Valley Forge, PA | $253.2M | 9,603,540 |
| MILLENNIUM MANAGEMENT LLC | NEW YORK, NY | $153.4M | 5,111,881 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $144.6M | 4,818,522 |
| FULLER & THALER ASSET MANAGEMENT, INC. | San Mateo, CA | $143.1M | 4,770,552 |
| STATE STREET CORP | BOSTON, MA | $142.6M | 4,753,986 |
| Azora Capital LP | MIAMI, FL | $94.1M | 3,137,941 |
| HoldCo Asset Management, LP | FORT LAUDERDALE, FL | $61.8M | 2,061,000 |
| GEODE CAPITAL MANAGEMENT, LLC | BOSTON, MA | $61.3M | 2,044,360 |
| Verition Fund Management LLC | GREENWICH, CT | $60.5M | 2,015,022 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Boston, MA | $54.8M | 1,825,962 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $42.7M | 1,423,076 |
| MORGAN STANLEY | NEW YORK, NY | $40.1M | 1,336,199 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Boston, MA | $38.5M | 1,265,827 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | TEANECK, NJ | $32.9M | 1,096,472 |
Showing 15 of 22 fund positions by value.
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Undiscovered Managers Behavioral Value Fund | UNDISCOVERED MANAGERS FUNDS | $99.9M | 115.62% |
| U.S. MICRO CAP PORTFOLIO | DFA INVESTMENT DIMENSIONS GROUP INC | $7.9M | 10.52% |
| Master Small Cap Index Series | Quantitative Master Series LLC | $4.0M | 8.38% |
| Fidelity Series Total Market Index Fund | Fidelity Concord Street Trust | $3.7M | 0.33% |
| Hennessy Small Cap Financial Fund | Hennessy Funds Trust | $3.2M | 441.65% |
| FIRST INVESTORS LIFE SERIES SPECIAL SITUATIONS FUND | FIRST INVESTORS LIFE SERIES FUNDS | $2.9M | 126.09% |
| Schwab U.S. Broad Market ETF | SCHWAB STRATEGIC TRUST | $1.4M | 0.33% |
| Small Cap Index Fund | Northern Funds | $1.2M | 8.45% |
| MFS Blended Research Small Cap Equity Portfolio | MFS VARIABLE INSURANCE TRUST III | $1.1M | 140.22% |
| ROYCE SMALL-CAP TRUST, INC. | ROYCE SMALL-CAP TRUST, INC. | $946K | 4.24% |
| Small Cap Stock Index Portfolio | BNY MELLON INVESTMENT PORTFOLIOS | $881K | 16.36% |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO | STATE STREET INSTITUTIONAL INVESTMENT TRUST | $867K | 3.30% |
| Vericimetry U.S. Small Cap Value Fund | VERICIMETRY FUNDS | $430K | 25.57% |
| Dimensional US Core Equity 1 ETF | Dimensional ETF Trust | $276K | 0.94% |
| CVT Russell 2000 Small Cap Index Portfolio | Calvert Variable Trust, Inc. | $209K | 8.24% |