Jones Financial Companies’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Jones Financial Companies’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	-437	Closed	-$54.1K	–	4193
2025 Q1	$54.1K	Buy	437 +86	+25%	+$10K	﹤0.01%	2025
2024 Q4	$35.7K	Buy	351 +60	+21%	+$6.05K	﹤0.01%	2012
2024 Q3	$25.5K	Buy	291 +211	+264%	+$18.8K	﹤0.01%	1866
2024 Q2	$7.24K	Buy	+80	New	+$7.72K	﹤0.01%	1857

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

Jones Financial Companies's BECN Position: Q2 2025 in Review

Jones Financial Companies sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 437 shares — an estimated $54.1K sold.

Jones Financial Companies first reported a position in BECN in Q2 2024 and held it in 4 quarters. The position peaked at $54.1K in Q1 2025. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

Jones Financial Companies reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
Jones Financial Companies sold 437 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $54.1K.
Jones Financial Companies first reported a position in Beacon Roofing Supply, Inc. in Q2 2024 and held it in 4 quarters.
Jones Financial Companies's Beacon Roofing Supply, Inc. position peaked at $54.1K in Q1 2025.
3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.