BBT
BEACON FINANCIAL CORPORATIONMarquee-fund ownership over time
This quarter's activity
New positions opened
None.
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $24 | $28 | +19% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $24 | $28 | +19% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $24 | $28 | +19% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $24 | $28 | +19% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $24 | $28 | +19% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| D.E. Shaw | Q3 2024 | Q2 2026 | → $28 | +17% |
| Point72 Asset Management | Q1 2025 | Q2 2025 | → $26 | -8% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Beacon Financial Corp. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Feb 26, 2026 — the most recent Form 4 on file — not from today.
- Form 40001422052-26-000002Feb 26, 2026
- Form 40001993894-25-000004Nov 6, 2025
- Form 40001368208-25-000007Nov 6, 2025
- Form 40001604780-25-000013Nov 5, 2025
- Form 40001779300-25-000004Nov 3, 2025
- Form 40001604780-25-000011Sep 23, 2025
- Form 40001418322-25-000011Sep 23, 2025
- Form 40001422052-25-000011Sep 23, 2025
- Form 40001250513-25-000011Sep 23, 2025
- Form 40001346679-25-000007Sep 16, 2025
- Form 40001437749-25-028227Sep 3, 2025
- Form 40001437749-25-028226Sep 3, 2025
- Form 40001437749-25-028225Sep 3, 2025
- Form 40001437749-25-028224Sep 3, 2025
- Form 40001437749-25-028223Sep 3, 2025
Fundamentals
XBRL · BEACON FINANCIAL CORPORATIONAnnual figures sourced directly from BEACON FINANCIAL CORPORATION's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Beacon Financial Corp — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KFORM 8-KMay 15, 2026
- 10-QQuarterly reportMay 11, 2026
- 8-KFORM 8-KMay 7, 2026
- 8-KFORM 8-KApr 29, 2026
- DEF 14AProxy statementApr 2, 2026
- 10-KAnnual reportMar 2, 2026
- 8-KFORM 8-KJan 28, 2026
- 8-K/AFORM 8-K/ANov 17, 2025
- 10-QQuarterly reportNov 10, 2025
- 8-KMaterial eventOct 29, 2025
- 8-KFORM 8-KSep 10, 2025
- 8-KFORM 8-KSep 2, 2025
- 8-KBERKSHIRE HILLS BANCORP, INC. FORM 8-K AUGUST 25, 2025Aug 25, 2025
- 10-QQuarterly reportAug 11, 2025
- 8-KBERKSHIRE HILLS BANCORP, INC. FORM 8-K AUGUST 6, 2025Aug 6, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q1 2025 | Q2 2025 | $28 | $26 | -8% |
| Citadel Advisors | Q3 2024 | open | $24 | $28 | +19% |
| Two Sigma Investments | Q3 2024 | open | $24 | $28 | +19% |
| D.E. Shaw | Q3 2024 | Q2 2026 | $24 | $28 | +17% |
| AQR Capital Management | Q3 2024 | open | $24 | $28 | +19% |
| Millennium Management | Q3 2024 | open | $24 | $28 | +19% |
| Renaissance Technologies | Q3 2024 | open | $24 | $28 | +19% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.