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Beacon Financial Strategies’s Charles River Laboratories CRL Stock Holding History

Beacon Financial Strategies’s Portfolio CRL Stock Details CRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$908 Hold
4
– – ﹤0.01% 203
2026
Q1 		$690 Hold
4
– – ﹤0.01% 173
2025
Q4 		$798 Buy
+4
New +$726 ﹤0.01% 179

Other funds holding CRL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

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

Beacon Financial Strategies held its Charles River Laboratories (CRL) position steady in Q2 2026 at 4 shares worth $908. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Beacon Financial Strategies first reported a position in CRL in Q4 2025 and has held it in 3 quarters since. 563 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

  • Beacon Financial Strategies held 4 shares of Charles River Laboratories worth $908 as of Q2 2026.
  • Beacon Financial Strategies left its Charles River Laboratories share count unchanged in Q2 2026.
  • Charles River Laboratories made up ﹤0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #203 holding.
  • Beacon Financial Strategies first reported a position in Charles River Laboratories in Q4 2025 and has held it in 3 quarters since.
  • 563 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

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