Raymond James Financial
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Raymond James Financial’s Beam Therapeutics BEAM Stock Holding History

Raymond James Financial’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 		$776K Buy
32,563
+4,448
+16% +$123K ﹤0.01% 4046
2025
Q4 		$779K Buy
28,115
+788
+3% +$20.1K ﹤0.01% 3952
2025
Q3 		$663K Buy
27,327
+5,442
+25% +$108K ﹤0.01% 3945
2025
Q2 		$372K Sell
21,885
-4,421
-17% -$77K ﹤0.01% 4176
2025
Q1 		$514K Sell
26,306
-2,022
-7% -$53K ﹤0.01% 3927
2024
Q4 		$703K Buy
+28,328
New +$723K ﹤0.01% 3689

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

Raymond James Financial's BEAM Position: Q1 2026 in Review

Raymond James Financial increased its Beam Therapeutics (BEAM) stake by 16% in Q1 2026, buying an estimated $123K and bringing the position to 32,563 shares worth $776K. The position accounts for ﹤0.01% of the portfolio, ranked #4046.

Raymond James Financial first reported a position in BEAM in Q4 2024 and has held it in 6 quarters since. The position peaked at $779K in Q4 2025. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • Raymond James Financial held 32,563 shares of Beam Therapeutics worth $776K as of Q1 2026.
  • Raymond James Financial bought 4,448 Beam Therapeutics shares in Q1 2026, an estimated $123K.
  • Beam Therapeutics made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4046 holding.
  • Raymond James Financial first reported a position in Beam Therapeutics in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Beam Therapeutics position peaked at $779K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.