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Farther Finance Advisors’s Beam Therapeutics BEAM Stock Holding History

Farther Finance Advisors’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 		$124K Buy
3,613
+3,266
+941% +$98.6K ﹤0.01% 2554
2026
Q1 		$8.4K Buy
347
+309
+813% +$8.57K ﹤0.01% 4218
2025
Q4 		$1.05K Buy
38
+4
+12% +$102 ﹤0.01% 4896
2025
Q3 		$825 Sell
34
-7
-17% -$139 ﹤0.01% 4423
2025
Q2 		$697 Sell
41
-5
-11% -$87 ﹤0.01% 3977
2025
Q1 		$811 Buy
46
+10
+28% +$262 ﹤0.01% 3681
2024
Q4 		$893 Sell
36
-10
-22% -$255 ﹤0.01% 3289
2024
Q3 		$1.13K Hold
46
– – ﹤0.01% 3207
2024
Q2 		$1.06K Sell
46
-4
-8% -$98 ﹤0.01% 3058
2024
Q1 		$1.63K Buy
50
+23
+85% +$717 ﹤0.01% 2572
2023
Q4 		$735 Buy
27
+21
+350% +$522 ﹤0.01% 2846
2023
Q3 		$144 Buy
+6
New +$161 ﹤0.01% 2510

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
BFS
Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 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

Farther Finance Advisors's BEAM Position: Q2 2026 in Review

Farther Finance Advisors increased its Beam Therapeutics (BEAM) stake by 941% in Q2 2026, buying an estimated $98.6K and bringing the position to 3,613 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #2554.

Farther Finance Advisors first reported a position in BEAM in Q3 2023 and has held it in 12 quarters since. 14 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Farther Finance Advisors held 3,613 shares of Beam Therapeutics worth $124K as of Q2 2026.
  • Farther Finance Advisors bought 3,266 Beam Therapeutics shares in Q2 2026, an estimated $98.6K.
  • Beam Therapeutics made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2554 holding.
  • Farther Finance Advisors first reported a position in Beam Therapeutics in Q3 2023 and has held it in 12 quarters since.
  • 14 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.