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Keating Financial Advisory Services’s Beam Therapeutics BEAM Stock Holding History

Keating Financial Advisory Services’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
Q1 		$143 Sell
6
-11
-65% -$305 ﹤0.01% 2389
2025
Q4 		$471 Buy
+17
New +$434 ﹤0.01% 1957

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Keating Financial Advisory Services's BEAM Position: Q1 2026 in Review

Keating Financial Advisory Services reduced its Beam Therapeutics (BEAM) stake by 65% in Q1 2026, selling an estimated $305 and leaving 6 shares worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #2389.

Keating Financial Advisory Services first reported a position in BEAM in Q4 2025 and has held it in 2 quarters since. The position peaked at $471 in Q4 2025. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • Keating Financial Advisory Services held 6 shares of Beam Therapeutics worth $143 as of Q1 2026.
  • Keating Financial Advisory Services sold 11 Beam Therapeutics shares in Q1 2026, an estimated $305.
  • Beam Therapeutics made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q1 2026, its #2389 holding.
  • Keating Financial Advisory Services first reported a position in Beam Therapeutics in Q4 2025 and has held it in 2 quarters since.
  • Keating Financial Advisory Services's Beam Therapeutics position peaked at $471 in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.