# BEACON FINANCIAL CORP. COM

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; 20 registered fund positions totaling $180.3M via N-PORT as of 2026-05-31.

## Summary

- Issuer: BEACON FINANCIAL CORP.
- Class: COM
- CUSIP: 084680107
- Asset category: EC
- 13F holders: 296
- 13F value: $2.3B
- 13F period: 2026-06-30
- N-PORT fund positions: 20
- N-PORT value: $180.3M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 296 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| BlackRock, Inc. | New York, NY | $365.5M | 12,181,721 |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | 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](https://search.stillhousedata.com/firm/287621) | MIAMI, FL | $94.1M | 3,137,941 |
| HoldCo Asset Management, LP | FORT LAUDERDALE, FL | $61.8M | 2,061,000 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $61.3M | 2,044,360 |
| [Verition Fund Management LLC](https://search.stillhousedata.com/firm/156610) | GREENWICH, CT | $60.5M | 2,015,022 |
| [ADAGE CAPITAL PARTNERS GP, L.L.C.](https://search.stillhousedata.com/firm/160679) | 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/](https://search.stillhousedata.com/firm/110045) | Boston, MA | $38.5M | 1,265,827 |
| [SYSTEMATIC FINANCIAL MANAGEMENT LP](https://search.stillhousedata.com/firm/106146) | TEANECK, NJ | $32.9M | 1,096,472 |

## Top fund holders (N-PORT)

_Showing 15 of 20 fund positions by value._

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Undiscovered Managers Behavioral Value Fund](https://search.stillhousedata.com/fund/S000004186) | UNDISCOVERED MANAGERS FUNDS | $99.9M | 115.62% |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $28.0M | 3.44% |
| [MFS New Discovery Value Fund](https://search.stillhousedata.com/fund/S000032712) | MFS SERIES TRUST XIII | $18.9M | 76.08% |
| [VANGUARD RUSSELL 2000 INDEX FUND](https://search.stillhousedata.com/fund/S000030003) | VANGUARD SCOTTSDALE FUNDS | $12.5M | 7.11% |
| [U.S. MICRO CAP PORTFOLIO](https://search.stillhousedata.com/fund/S000000948) | DFA INVESTMENT DIMENSIONS GROUP INC | $7.9M | 10.52% |
| [Master Small Cap Index Series](https://search.stillhousedata.com/fund/S000002716) | Quantitative Master Series LLC | $4.0M | 8.38% |
| [Royce Capital Fund - Small-Cap Portfolio](https://search.stillhousedata.com/fund/S000009497) | ROYCE CAPITAL FUND | $2.5M | 143.70% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $1.4M | 0.24% |
| [VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002855) | VANGUARD INSTITUTIONAL INDEX FUNDS | $1.2M | 0.40% |
| [BNY Mellon Smallcap Stock Index Fund](https://search.stillhousedata.com/fund/S000000132) | BNY MELLON INDEX FUNDS, INC. | $1.2M | 14.00% |
| ROYCE SMALL-CAP TRUST, INC. | ROYCE SMALL-CAP TRUST, INC. | $946K | 4.24% |
| [Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF](https://search.stillhousedata.com/fund/S000048296) | Goldman Sachs ETF Trust | $515K | 5.22% |
| [Vericimetry U.S. Small Cap Value Fund](https://search.stillhousedata.com/fund/S000033942) | VERICIMETRY FUNDS | $430K | 25.57% |
| [Bridge Builder Tax Managed Small/Mid Cap Fund](https://search.stillhousedata.com/fund/S000076295) | Bridge Builder Trust | $374K | 1.24% |
| [DWS Small Cap Index VIP](https://search.stillhousedata.com/fund/S000006223) | DEUTSCHE DWS INVESTMENTS VIT FUNDS | $351K | 8.36% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/084680107.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
