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Beacon Financial Advisory’s Rockwell Medical RMTI Stock Holding History

Beacon Financial Advisory’s Portfolio RMTI Stock Details RMTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,465
Closed -$22K – 433
2026
Q1 		$22K Hold
2,465
– – 0.01% 402
2025
Q4 		$20.5K Hold
2,465
– – ﹤0.01% 371
2025
Q3 		$29.6K Hold
2,465
– – 0.01% 383
2025
Q2 		$20.9K Hold
2,465
– – 0.01% 353
2025
Q1 		$27.8K Hold
2,465
– – 0.01% 329
2024
Q4 		$50.3K Hold
2,465
– – 0.02% 298
2024
Q3 		$97.8K Buy
+2,465
New +$66.3K 0.03% 291

Other funds holding RMTI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Beacon Financial Advisory's RMTI Position: Q2 2026 in Review

Beacon Financial Advisory sold out of Rockwell Medical (RMTI) in Q2 2026, closing a stake of 2,465 shares — an estimated $22K sold.

Beacon Financial Advisory first reported a position in RMTI in Q3 2024 and held it in 7 quarters. The position peaked at $97.8K in Q3 2024. 37 funds tracked by Wall St. Rank hold RMTI as of Q2 2026.

  • Beacon Financial Advisory reported no remaining Rockwell Medical position as of Q2 2026 after selling out during the quarter.
  • Beacon Financial Advisory sold 2,465 Rockwell Medical shares in Q2 2026, an estimated $22K.
  • Beacon Financial Advisory first reported a position in Rockwell Medical in Q3 2024 and held it in 7 quarters.
  • Beacon Financial Advisory's Rockwell Medical position peaked at $97.8K in Q3 2024.
  • 37 funds tracked by Wall St. Rank held Rockwell Medical as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.