Rise Advisors’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Rise Advisors’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 Q2	–	Sell	-101	Closed	-$12.5K	–	1658
2025 Q1	$12.5K	Sell	101 -21	-17%	-$2.45K	0.01%	830
2024 Q4	$12.4K	Hold	122	–	–	0.01%	921
2024 Q3	$10.5K	Hold	122	–	–	0.01%	996
2024 Q2	$11K	Hold	122	–	–	0.01%	978
2024 Q1	$12K	Buy	+122	New	+$10.6K	0.01%	1000

Other funds holding BECN

CIM

CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Rise Advisors's BECN Position: Q2 2025 in Review

Rise Advisors sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 101 shares — an estimated $12.5K sold.

Rise Advisors first reported a position in BECN in Q1 2024 and held it in 5 quarters. The position peaked at $12.5K in Q1 2025. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

Rise Advisors reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 101 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $12.5K.
Rise Advisors first reported a position in Beacon Roofing Supply, Inc. in Q1 2024 and held it in 5 quarters.
Rise Advisors's Beacon Roofing Supply, Inc. position peaked at $12.5K in Q1 2025.
3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.