BBT
Beacon Financial Corp
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Fund move
Fund move
Largest filed tie
0
filed ties
Last report0 of 4 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
No thesis.
Beacon Financial Corp
31.52
pre 31.52 +2.92%
Expected move
No implied move.
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | BlackRockBlackRockindex-like | $376.6M | 16.05% | +1.51% | |
| 2 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $158.7M | 6.76% | +1.52% | |
| 3 | Millennium ManagementMillennium | $157.3M | 6.70% | +1.05% | |
| 4 | State StreetState Streetindex-like | $156.2M | 6.66% | +7.89% | |
| 5 | Dimensional Fund AdvisorsDimensional | $150.9M | 6.43% | +2.85% | |
| 6 | Fuller & Thaler Asset ManagementFuller & Thaler | $119.9M | 5.11% | −17.47% | |
| 7 | Vanguard Capital ManagementVanguardindex-like | $114.5M | 4.88% | −0.13% | |
| 8 | Verition Fund ManagementVerition Fund | $73.2M | 3.12% | +19.26% | |
| 9 | HoldCo Asset ManagementHoldCo | $68.9M | 2.94% | +9.80% | |
| 10 | Geode Capital ManagementGeodeindex-like | $65.8M | 2.80% | +5.66% | |
| 11 | Morgan StanleyMorgan Stanley | $50.7M | 2.16% | +24.68% | |
| 12 | Adage Capital Partners GPAdage Capital Partners GP | $45.5M | 1.94% | −18.23% | |
| 13 | Massachusetts Financial ServicesMassachusetts Financial Services | $38.5M | 1.64% | +5.17% | |
| 14 | Bank of AmericaBank of America | $32.4M | 1.38% | +69.91% | |
| 15 | NuveenNuveenindex-like | $32.3M | 1.38% | +23.09% | |
| 16 | Systematic Financial ManagementSystematic Financial | $32.3M | 1.38% | −6.00% | |
| 17 | Charles Schwab Investment ManagementCharles Schwabindex-like | $32.1M | 1.37% | −3.30% | |
| 18 | T. Rowe Price Investment ManagementT. Rowe Price | $32.0M | 1.36% | new | |
| 19 | Goldman Sachs GroupGoldman Sachs | $29.0M | 1.24% | −33.04% | |
| 20 | Northern TrustNorthern Trustindex-like | $27.7M | 1.18% | +10.21% | |
| 21 | American Century CompaniesAmerican Century Companies | $25.3M | 1.08% | +3.56% | |
| 22 | Walleye CapitalWalleye Capital | $20.3M | 0.86% | new | |
| 23 | Strategic Value Bank PartnersStrategic Value Bank Partners | $19.0M | 0.81% | 0.00% | |
| 24 | Bridgeway Capital ManagementBridgeway | $17.5M | 0.74% | +8.89% | |
| 25 | Vanguard Fiduciary TrustVanguard Fiduciary Trustindex-like | $17.2M | 0.73% | new |
292 managers report $2.3B of Beacon Financial on form 13F for the quarter ended Jun 30 '26. 25 of them hold 80% of it; BlackRock is largest at 16.05%.
No implied move.
No implied move.