Newbridge Financial Services Group’s Beam Therapeutics BEAM Stock Holding History

Newbridge Financial Services Group’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	$4.77K	Hold	200	–	–	﹤0.01%	921
2025 Q4	$5.54K	Hold	200	–	–	﹤0.01%	882
2025 Q3	$4.85K	Hold	200	–	–	﹤0.01%	1025
2025 Q2	$3.4K	Hold	200	–	–	﹤0.01%	1074
2025 Q1	$3.91K	Buy	+200	New	+$5.24K	﹤0.01%	829
2024 Q1	–	Sell	-250	Closed	-$6.8K	–	1180
2023 Q4	$6.8K	Hold	250	–	–	﹤0.01%	809
2023 Q3	$6.01K	Hold	250	–	–	﹤0.01%	917
2023 Q2	$7.98K	Hold	250	–	–	﹤0.01%	937
2023 Q1	$7.66K	Hold	250	–	–	﹤0.01%	974
2022 Q4	$9.78K	Hold	250	–	–	0.01%	920
2022 Q3	$12K	Hold	250	–	–	0.01%	829
2022 Q2	$10K	Hold	250	–	–	0.01%	856
2022 Q1	$14K	Hold	250	–	–	0.01%	827
2021 Q4	$20K	Hold	250	–	–	0.01%	721
2021 Q3	$22K	Hold	250	–	–	0.01%	638
2021 Q2	$32K	Hold	250	–	–	0.02%	594
2021 Q1	$20K	Buy	+250	New	+$23.8K	0.01%	689

Other funds holding BEAM

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Newbridge Financial Services Group's BEAM Position: Q1 2026 in Review

Newbridge Financial Services Group held its Beam Therapeutics (BEAM) position steady in Q1 2026 at 200 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Newbridge Financial Services Group first reported a position in BEAM in Q1 2021 and has held it in 17 quarters since. The position peaked at $32K in Q2 2021. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

Newbridge Financial Services Group held 200 shares of Beam Therapeutics worth $4.77K as of Q1 2026.
Newbridge Financial Services Group left its Beam Therapeutics share count unchanged in Q1 2026.
Beam Therapeutics made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #921 holding.
Newbridge Financial Services Group first reported a position in Beam Therapeutics in Q1 2021 and has held it in 17 quarters since.
Newbridge Financial Services Group's Beam Therapeutics position peaked at $32K in Q2 2021.
251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.