Jones Financial Companies
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Jones Financial Companies’s Beam Therapeutics BEAM Stock Holding History

Jones Financial Companies’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 		$104K Buy
2,986
+679
+29% +$20.5K ﹤0.01% 2842
2026
Q1 		$51.2K Buy
2,307
+981
+74% +$27.2K ﹤0.01% 2952
2025
Q4 		$36.8K Buy
1,326
+1,151
+658% +$29.4K ﹤0.01% 2670
2025
Q3 		$4.02K Buy
175
+66
+61% +$1.31K ﹤0.01% 3439
2025
Q2 		$1.83K Buy
109
+49
+82% +$853 ﹤0.01% 3482
2025
Q1 		$1.33K Hold
60
– – ﹤0.01% 3341
2024
Q4 		$1.49K Buy
+60
New +$1.53K ﹤0.01% 3070

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Farallon Capital Management
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
ARK Investment Management
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 $3.38T AUM 44.17% 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
Nikko Asset Management Americas
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Jones Financial Companies's BEAM Position: Q2 2026 in Review

Jones Financial Companies increased its Beam Therapeutics (BEAM) stake by 29% in Q2 2026, buying an estimated $20.5K and bringing the position to 2,986 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #2842.

Jones Financial Companies first reported a position in BEAM in Q4 2024 and has held it in 7 quarters since. 277 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Jones Financial Companies held 2,986 shares of Beam Therapeutics worth $104K as of Q2 2026.
  • Jones Financial Companies bought 679 Beam Therapeutics shares in Q2 2026, an estimated $20.5K.
  • Beam Therapeutics made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2842 holding.
  • Jones Financial Companies first reported a position in Beam Therapeutics in Q4 2024 and has held it in 7 quarters since.
  • 277 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.