Gallagher Fiduciary Advisors’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Gallagher Fiduciary 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	-4,083	Closed	-$505K	–	342
2025 Q1	$505K	Buy	4,083 +210	+5%	+$24.5K	0.02%	153
2024 Q4	$393K	Buy	3,873 +594	+18%	+$59.9K	0.08%	176
2024 Q3	$283K	Buy	+3,279	New	+$292K	0.06%	206

Other funds holding BECN

CIM

CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Gallagher Fiduciary Advisors's BECN Position: Q2 2025 in Review

Gallagher Fiduciary Advisors sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 4,083 shares — an estimated $505K sold.

Gallagher Fiduciary Advisors first reported a position in BECN in Q3 2024 and held it in 3 quarters. The position peaked at $505K in Q1 2025. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

Gallagher Fiduciary Advisors reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
Gallagher Fiduciary Advisors sold 4,083 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $505K.
Gallagher Fiduciary Advisors first reported a position in Beacon Roofing Supply, Inc. in Q3 2024 and held it in 3 quarters.
Gallagher Fiduciary Advisors's Beacon Roofing Supply, Inc. position peaked at $505K in Q1 2025.
3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.