Cetera Investment Advisers
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Cetera Investment Advisers’s Beam Therapeutics BEAM Stock Holding History

Cetera Investment Advisers’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 		$238K Buy
+6,927
New +$209K ﹤0.01% 4356
2026
Q1 		– Sell
-8,634
Closed -$239K – 4814
2025
Q4 		$239K Buy
+8,634
New +$220K ﹤0.01% 4104

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Cetera Investment Advisers's BEAM Position: Q2 2026 in Review

Cetera Investment Advisers opened a new position in Beam Therapeutics (BEAM) in Q2 2026: 6,927 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #4356 among its holdings. This is a return to the name: Cetera Investment Advisers previously reported a position in BEAM as recently as Q4 2025.

Cetera Investment Advisers first reported a position in BEAM in Q4 2025 and has held it in 2 quarters since. The position peaked at $239K in Q4 2025. 277 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Cetera Investment Advisers held 6,927 shares of Beam Therapeutics worth $238K as of Q2 2026.
  • Beam Therapeutics was a new Cetera Investment Advisers position in Q2 2026.
  • Beam Therapeutics made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4356 holding.
  • Cetera Investment Advisers first reported a position in Beam Therapeutics in Q4 2025 and has held it in 2 quarters since.
  • Cetera Investment Advisers's Beam Therapeutics position peaked at $239K in Q4 2025.
  • 277 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.