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BBT · Financial Services

BEACON FINANCIAL CORP.

USA Financial Services Filing: 2025-12-31
Smart-money confidence · 1 of 3 sources firing
Bearish — money moving out

No standout activity across the feeds we track.

Hedge funds
20
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
◆ Next steps Interested in BEACON FINANCIAL CORP.? Here's what to do with it.
Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$2.5B
Industry
Banks - Regional
Sector
Financial Services
Exchange
NYSE
About BEACON FINANCIAL CORP.

Beacon Financial Corporation operates as the bank holding company for Beacon Bank & Trust that provides various banking services in the United States and internationally. The company accepts commercial, municipal, and retail deposits. It originates mortgage loans on commercial and residential real estate, as well as commercial loans and leases. It is also involved in investment in debt and equity securities; and offers cash management, trust, and investment advisory services. In addition, the company provides specialty equipment financing and SBA lending, and online and mobile banking…

Who's behind the signal
Every informed buyer we can see on BBT, across all three feeds.
Hedge funds · 4
Citadel Advisors Increased +59%
D.E. Shaw & Co Decreased −74%
AQR Capital Management Decreased −31%
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Congressional trade history · 2
Every disclosed buy & sell on record — STOCK Act filings
Trade date Member Chamber Action Amount
2018-10-31 Patrick J Toomey Senate SOLD $15,001 - $50,000
2018-08-01 Patrick J Toomey Senate BOUGHT $15,001 - $50,000
Not a model pick — but on our radar. BEACON FINANCIAL CORP. isn't in the top-10 model right now, but 4 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
4
Investors
0
New positions
2
Increasing
2
Decreasing
0
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.0×
Increased +59%
% of portfolio
0.0%
Position change
+59%
0.0% of Citadel Advisors's portfolio
Trust weight: 1.0×
Increased +1834%
% of portfolio
0.0%
Position change
+1834%
0.0% of Millennium Management's portfolio
Trust weight: 1.0×
Decreased −74%
% of portfolio
0.0%
Position change
−74%
0.0% of D.E. Shaw & Co's portfolio
Trust weight: 1.0×
Decreased −31%
% of portfolio
0.0%
Position change
−31%
0.0% of AQR Capital Management's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to BEACON FINANCIAL CORP.
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell BEACON FINANCIAL CORP. or any security.

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