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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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Beacon Financial Advisory's RMTI Position: Q1 2026 in Review

Beacon Financial Advisory held its Rockwell Medical (RMTI) position steady in Q1 2026 at 2,465 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #402.

Beacon Financial Advisory first reported a position in RMTI in Q3 2024 and has held it in 7 quarters since. The position peaked at $97.8K in Q3 2024. 42 funds tracked by Wall St. Rank hold RMTI as of Q1 2026.

  • Beacon Financial Advisory held 2,465 shares of Rockwell Medical worth $22K as of Q1 2026.
  • Beacon Financial Advisory left its Rockwell Medical share count unchanged in Q1 2026.
  • Rockwell Medical made up 0.01% of Beacon Financial Advisory's portfolio in Q1 2026, its #402 holding.
  • Beacon Financial Advisory first reported a position in Rockwell Medical in Q3 2024 and has held it in 7 quarters since.
  • Beacon Financial Advisory's Rockwell Medical position peaked at $97.8K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held Rockwell Medical as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.