PF
BECN

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

Phoenix Financial’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
Q1 		– Sell
-4,141
Closed -$421K – 421
2024
Q4 		$421K Buy
+4,141
New +$418K 0.01% 272

Other funds holding BECN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Phoenix Financial's BECN Position: Q1 2025 in Review

Phoenix Financial sold out of Beacon Roofing Supply, Inc. (BECN) in Q1 2025, closing a stake of 4,141 shares — an estimated $421K sold.

Phoenix Financial first reported a position in BECN in Q4 2024 and held it in 1 quarter. The position peaked at $421K in Q4 2024. 329 funds tracked by Wall St. Rank hold BECN as of Q1 2025.

  • Phoenix Financial reported no remaining Beacon Roofing Supply, Inc. position as of Q1 2025 after selling out during the quarter.
  • Phoenix Financial sold 4,141 Beacon Roofing Supply, Inc. shares in Q1 2025, an estimated $421K.
  • Phoenix Financial first reported a position in Beacon Roofing Supply, Inc. in Q4 2024 and held it in 1 quarter.
  • Phoenix Financial's Beacon Roofing Supply, Inc. position peaked at $421K in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q1 2025.

Based on Phoenix Financial's 13F filing for Q1 2025, filed 7 May 2025.