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Root Financial Partners’s Beam Therapeutics BEAM Stock Holding History

Root Financial Partners’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 		$2K Buy
84
+27
+47% +$749 ﹤0.01% 2320
2025
Q4 		$1.58K Buy
57
+39
+217% +$995 ﹤0.01% 2031
2025
Q3 		$437 Buy
+18
New +$358 ﹤0.01% 2159

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

Root Financial Partners's BEAM Position: Q1 2026 in Review

Root Financial Partners increased its Beam Therapeutics (BEAM) stake by 47% in Q1 2026, buying an estimated $749 and bringing the position to 84 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

Root Financial Partners first reported a position in BEAM in Q3 2025 and has held it in 3 quarters since. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • Root Financial Partners held 84 shares of Beam Therapeutics worth $2K as of Q1 2026.
  • Root Financial Partners bought 27 Beam Therapeutics shares in Q1 2026, an estimated $749.
  • Beam Therapeutics made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2320 holding.
  • Root Financial Partners first reported a position in Beam Therapeutics in Q3 2025 and has held it in 3 quarters since.
  • 251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.