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Beacon Financial Strategies’s Beam Therapeutics BEAM Stock Holding History

Beacon Financial Strategies’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 		$338K Buy
+9,837
New +$297K 0.17% 35

Other funds holding BEAM

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Beacon Financial Strategies's BEAM Position: Q2 2026 in Review

Beacon Financial Strategies opened a new position in Beam Therapeutics (BEAM) in Q2 2026: 9,837 shares worth $338K. The stake represents 0.17% of the portfolio and ranks #35 among its holdings.

13 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Beacon Financial Strategies held 9,837 shares of Beam Therapeutics worth $338K as of Q2 2026.
  • Beam Therapeutics was a new Beacon Financial Strategies position in Q2 2026.
  • Beam Therapeutics made up 0.17% of Beacon Financial Strategies's portfolio in Q2 2026, its #35 holding.
  • 13 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.