Beacon Financial Corp: which funds bought and sold
Institutions that bought and sold Beacon Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 139 institutions that filed 13F reports for both quarters added to or opened positions in Beacon Financial, and 123 cut or closed them. Together they sold a net 468K shares, −0.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 713K shares (−3.4%); index fund managers were net buyers of 776K shares (+2.5%). 36 opened a new position and 33 sold out entirely.
Bought, Q2 2026 139 institutions, 36 of them new holders Sold, Q2 2026 123 institutions, 33 of them sold out
Net change, all compared −468K shares (−0.6%)
Net change, active managers −713K shares (−3.4%), 27 bought, 20 sold
Buyers versus sellers
139 bought 60 123 sold
Active managers and hedge funds 27 bought · 20 sold · −713K
Index fund managers 6 bought · 5 sold · +776K
Other institutions 106 bought · 98 sold · −531K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| T. Rowe Price Investment Management, Inc. Active manager | +1.1M New position | 1.1M | $32M |
| Walleye Capital LLC Hedge fund | +666K New position | 666K | $20.3M |
| Bank Of America Corp | +438K +69.9% | 1.1M | $32.4M |
| Verition Fund Management LLC Hedge fund | +388K +19.3% | 2.4M | $73.2M |
| State Street Corp Index funds | +375K +7.9% | 5.1M | $156M |
| Morgan Stanley | +330K +24.7% | 1.7M | $50.7M |
| Trexquant Investment LP Hedge fund | +272K New position | 272K | $8.3M |
| Summittx Capital, L.P. | +227K +499.1% | 273K | $8.3M |
| Brevan Howard Capital Management LP Hedge fund | +212K +212.5% | 312K | $9.5M |
| Holdco Asset Management, LP Hedge fund | +202K +9.8% | 2.3M | $68.9M |
| Nuveen, LLC | +199K +23.1% | 1.1M | $32.3M |
| Blackrock, Inc. Index funds | +185K +1.5% | 12.4M | $377M |
| Dimensional Fund Advisors LP | +137K +2.9% | 5.0M | $151M |
| Algert Global LLC Hedge fund | +130K +64.8% | 331K | $10.1M |
| Citadel Advisors LLC Hedge fund | +127K +79.7% | 286K | $8.7M |
| Geode Capital Management, LLC Index funds | +116K +5.7% | 2.2M | $65.8M |
| Alliancebernstein L.P. Active manager | +114K +48.8% | 348K | $10.5M |
| Brookstone Capital Management | +100K New position | 100K | $3M |
| Northern Trust Corp Index funds | +84K +10.2% | 911K | $27.7M |
| Thrivent Financial For Lutherans | +78K +99.0% | 157K | $4.8M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| T. Rowe Price Investment Management, Inc. Active manager | +1.1M New position | 1.1M | $32M |
| Walleye Capital LLC Hedge fund | +666K New position | 666K | $20.3M |
| Verition Fund Management LLC Hedge fund | +388K +19.3% | 2.4M | $73.2M |
| Trexquant Investment LP Hedge fund | +272K New position | 272K | $8.3M |
| Brevan Howard Capital Management LP Hedge fund | +212K +212.5% | 312K | $9.5M |
| Holdco Asset Management, LP Hedge fund | +202K +9.8% | 2.3M | $68.9M |
| Algert Global LLC Hedge fund | +130K +64.8% | 331K | $10.1M |
| Citadel Advisors LLC Hedge fund | +127K +79.7% | 286K | $8.7M |
| Alliancebernstein L.P. Active manager | +114K +48.8% | 348K | $10.5M |
| Marshall Wace, LLP Hedge fund | +76K +520.3% | 91K | $2.8M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Azora Capital LP Hedge fund | −3.1M Sold out | 0 | — |
| Fuller & Thaler Asset Management, Inc. | −834K −17.5% | 3.9M | $120M |
| Goldman Sachs Group Inc | −470K −33.0% | 953K | $29M |
| Adage Capital Partners Gp, L.L.C. Hedge fund | −333K −18.2% | 1.5M | $45.5M |
| Ategra Capital Management, LLC | −246K −48.0% | 266K | $8.1M |
| LPL Financial LLC | −201K −92.8% | 16K | $474,342 |
| Thompson Siegel & Walmsley LLC | −181K Sold out | 0 | — |
| Interval Partners, LP Hedge fund | −166K Sold out | 0 | — |
| Two Sigma Investments, LP Hedge fund | −158K −25.2% | 471K | $14.3M |
| Arrowstreet Capital, Limited Partnership Hedge fund | −152K Sold out | 0 | — |
| UBS Group AG | −147K −34.7% | 277K | $8.4M |
| Voloridge Investment Management, LLC Hedge fund | −141K −91.0% | 14K | $421,489 |
| Renaissance Technologies LLC Hedge fund | −139K −24.3% | 432K | $13.1M |
| Dark Forest Capital Management LP | −111K Sold out | 0 | — |
| Artemis Investment Management LLP Active manager | −78K Sold out | 0 | — |
| Systematic Financial Management LP | −68K −6.0% | 1.1M | $32.3M |
| Susquehanna International Group, LLP | −65K −85.2% | 11K | $341,588 |
| Connor, Clark & Lunn Investment Management Ltd. | −58K Sold out | 0 | — |
| Winton Group Ltd Hedge fund | −49K Sold out | 0 | — |
| Exoduspoint Capital Management, LP Hedge fund | −48K −19.5% | 197K | $6M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Azora Capital LP Hedge fund | −3.1M Sold out | 0 | — |
| Adage Capital Partners Gp, L.L.C. Hedge fund | −333K −18.2% | 1.5M | $45.5M |
| Interval Partners, LP Hedge fund | −166K Sold out | 0 | — |
| Two Sigma Investments, LP Hedge fund | −158K −25.2% | 471K | $14.3M |
| Arrowstreet Capital, Limited Partnership Hedge fund | −152K Sold out | 0 | — |
| Voloridge Investment Management, LLC Hedge fund | −141K −91.0% | 14K | $421,489 |
| Renaissance Technologies LLC Hedge fund | −139K −24.3% | 432K | $13.1M |
| Artemis Investment Management LLP Active manager | −78K Sold out | 0 | — |
| Winton Group Ltd Hedge fund | −49K Sold out | 0 | — |
| Exoduspoint Capital Management, LP Hedge fund | −48K −19.5% | 197K | $6M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| T. Rowe Price Investment Management, Inc.Active manager | 1.1M | $32M |
| Walleye Capital LLCHedge fund | 666K | $20.3M |
| Trexquant Investment LPHedge fund | 272K | $8.3M |
| Brookstone Capital Management | 100K | $3M |
| Segall Bryant & Hamill, LLCActive manager | 71K | $2.2M |
| Aquatic Capital Management LLC | 57K | $1.7M |
| Capital Fund Management S.A.Hedge fund | 49K | $1.5M |
| Qube Research & Technologies LtdHedge fund | 43K | $1.3M |
| Nordea Investment Management AB | 31K | $942,139 |
| Inceptionr LLC | 31K | $937,099 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Azora Capital LPHedge fund | 3.1M | $94.1M |
| Thompson Siegel & Walmsley LLC | 181K | $5.4M |
| Interval Partners, LPHedge fund | 166K | $5M |
| Arrowstreet Capital, Limited PartnershipHedge fund | 152K | $4.6M |
| Dark Forest Capital Management LP | 111K | $3.3M |
| Artemis Investment Management LLPActive manager | 78K | $2.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 58K | $1.7M |
| Winton Group LtdHedge fund | 49K | $1.5M |
| Kennedy Capital Management LLCActive manager | 36K | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 29K | $883,830 |
Who holds the shares
- Institutions reporting
- 293
- Ten largest holders
- 61.4% of 13F-reported shares
- Index fund managers
- 40.8% of 13F-reported shares
- Active managers and hedge funds
- 26.3% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 27 | 20 | 9 | 8 | −713K | −3.4% |
| Index fund managers | 6 | 5 | 0 | 0 | +776K | +2.5% |
| Other institutions | 106 | 98 | 27 | 25 | −531K | −2.0% |