Allworth Financial
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Allworth Financial’s Beam Therapeutics BEAM Stock Holding History

Allworth Financial’s Portfolio BEAM Stock Details BEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$87.6K Buy
2,551
+15
+0.6% +$453 ﹤0.01% 2041
2026
Q1 		$60.4K Buy
2,536
+3
+0.1% +$83 ﹤0.01% 2180
2025
Q4 		$70.2K Buy
2,533
+11
+0.4% +$281 ﹤0.01% 1970
2025
Q3 		$61.2K Buy
2,522
+9
+0.4% +$179 ﹤0.01% 1982
2025
Q2 		$42.7K Buy
2,513
+2,478
+7,080% +$43.2K ﹤0.01% 2045
2025
Q1 		$706 Sell
35
-31
-47% -$812 ﹤0.01% 3587
2024
Q4 		$1.74K Sell
66
-39
-37% -$995 ﹤0.01% 3199
2024
Q3 		$2.57K Hold
105
– – ﹤0.01% 2853
2024
Q2 		$2.72K Sell
105
-99
-49% -$2.43K ﹤0.01% 2786
2024
Q1 		$6.74K Sell
204
-362
-64% -$11.3K ﹤0.01% 2277
2023
Q4 		$15.4K Sell
566
-539
-49% -$13.4K ﹤0.01% 1791
2023
Q3 		$26.6K Buy
1,105
+686
+164% +$18.4K ﹤0.01% 1364
2023
Q2 		$13.4K Buy
419
+57
+16% +$1.85K ﹤0.01% 1760
2023
Q1 		$11.1K Sell
362
-30
-8% -$1.18K ﹤0.01% 1755
2022
Q4 		$15.3K Sell
392
-3
-0.8% -$134 ﹤0.01% 1505
2022
Q3 		$19K Sell
395
-70
-15% -$3.99K ﹤0.01% 1305
2022
Q2 		$18K Hold
465
– – ﹤0.01% 1273
2022
Q1 		$27K Buy
465
+63
+16% +$4.13K ﹤0.01% 1121
2021
Q4 		$32K Hold
402
– – ﹤0.01% 956
2021
Q3 		$35K Hold
402
– – ﹤0.01% 869
2021
Q2 		$52K Sell
402
-200
-33% -$15.9K ﹤0.01% 606
2021
Q1 		$48K Buy
602
+140
+30% +$13.3K ﹤0.01% 583
2020
Q4 		$38K Buy
462
+242
+110% +$11.9K ﹤0.01% 526
2020
Q3 		$5K Buy
+220
New +$5.46K ﹤0.01% 832

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Farallon Capital Management
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nikko Asset Management Americas
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Allworth Financial's BEAM Position: Q2 2026 in Review

Allworth Financial increased its Beam Therapeutics (BEAM) stake by 0.59% in Q2 2026, buying an estimated $453 and bringing the position to 2,551 shares worth $87.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

Allworth Financial first reported a position in BEAM in Q3 2020 and has held it in 24 quarters since. 277 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Allworth Financial held 2,551 shares of Beam Therapeutics worth $87.6K as of Q2 2026.
  • Allworth Financial bought 15 Beam Therapeutics shares in Q2 2026, an estimated $453.
  • Beam Therapeutics made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2041 holding.
  • Allworth Financial first reported a position in Beam Therapeutics in Q3 2020 and has held it in 24 quarters since.
  • 277 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.