BIA
BECN

Bell Investment Advisors’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Bell Investment Advisors’s Portfolio BECN Stock Details BECN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-47
Closed -$5.81K – 1997
2025
Q1 		$5.81K Hold
47
– – ﹤0.01% 843
2024
Q4 		$4.78K Hold
47
– – ﹤0.01% 943
2024
Q3 		$4.06K Hold
47
– – ﹤0.01% 1046
2024
Q2 		$4.25K Hold
47
– – ﹤0.01% 1002
2024
Q1 		$4.61K Hold
47
– – ﹤0.01% 969
2023
Q4 		$4.09K Hold
47
– – ﹤0.01% 979
2023
Q3 		$3.63K Hold
47
– – ﹤0.01% 978
2023
Q2 		$3.9K Hold
47
– – ﹤0.01% 946
2023
Q1 		$2.77K Hold
47
– – ﹤0.01% 1085
2022
Q4 		$2.48K Hold
47
– – ﹤0.01% 1175
2022
Q3 		$3K Sell
47
-83
-64% -$4.7K ﹤0.01% 1003
2022
Q2 		$7K Buy
+130
New +$7.63K ﹤0.01% 584
2021
Q4 		$3K Hold
57
– – ﹤0.01% 1058
2021
Q3 		$3K Buy
+57
New +$2.95K ﹤0.01% 991

Other funds holding BECN

CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Bell Investment Advisors's BECN Position: Q2 2025 in Review

Bell Investment Advisors sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 47 shares — an estimated $5.81K sold.

Bell Investment Advisors first reported a position in BECN in Q3 2021 and held it in 14 quarters. The position peaked at $7K in Q2 2022. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

  • Bell Investment Advisors reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 47 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $5.81K.
  • Bell Investment Advisors first reported a position in Beacon Roofing Supply, Inc. in Q3 2021 and held it in 14 quarters.
  • Bell Investment Advisors's Beacon Roofing Supply, Inc. position peaked at $7K in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.