JFGIW
BECN

Johnson Financial Group Inc (Wisconsin)’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-264
Closed -$32.7K – 932
2025
Q1 		$32.7K Sell
264
-266
-50% -$31K ﹤0.01% 680
2024
Q4 		$62.7K Buy
+530
New +$53.5K ﹤0.01% 451
2024
Q1 		– Sell
-2,049
Closed -$178K – 1013
2023
Q4 		$178K Hold
2,049
– – 0.01% 305
2023
Q3 		$158K Hold
2,049
– – 0.01% 263
2023
Q2 		$170K Sell
2,049
-2,349
-53% -$155K 0.01% 280
2023
Q1 		$259K Buy
+4,398
New +$257K 0.02% 245

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

Johnson Financial Group Inc (Wisconsin)'s BECN Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 264 shares — an estimated $32.7K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in BECN in Q1 2023 and held it in 6 quarters. The position peaked at $259K in Q1 2023. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 264 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $32.7K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Beacon Roofing Supply, Inc. in Q1 2023 and held it in 6 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Beacon Roofing Supply, Inc. position peaked at $259K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.