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Pension & Wealth Management Advisors’s Beamr Imaging BMR Stock Holding History

Pension & Wealth Management Advisors’s Portfolio BMR Stock Details BMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-50
Closed -$79 – 520
2025
Q4 		$79 Hold
50
– – ﹤0.01% 523
2025
Q3 		$153 Buy
+50
New +$153 ﹤0.01% 528

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XT
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $48.6B AUM 40.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Pension & Wealth Management Advisors's BMR Position: Q1 2026 in Review

Pension & Wealth Management Advisors sold out of Beamr Imaging (BMR) in Q1 2026, closing a stake of 50 shares — an estimated $79 sold.

Pension & Wealth Management Advisors first reported a position in BMR in Q3 2025 and held it in 2 quarters. The position peaked at $153 in Q3 2025. 16 funds tracked by Wall St. Rank hold BMR as of Q1 2026.

  • Pension & Wealth Management Advisors reported no remaining Beamr Imaging position as of Q1 2026 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 50 Beamr Imaging shares in Q1 2026, an estimated $79.
  • Pension & Wealth Management Advisors first reported a position in Beamr Imaging in Q3 2025 and held it in 2 quarters.
  • Pension & Wealth Management Advisors's Beamr Imaging position peaked at $153 in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Beamr Imaging as of Q1 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q1 2026, filed 7 Aug 2026.