Root Financial Partners
BEAM icon

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
Q3 		$2.69K Buy
+110
New +$3.06K ﹤0.01% 2496
2026
Q2 		– Sell
-84
Closed -$2K – 717
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 $2.32T AUM 44.66% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $17.4B AUM 41.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Nikko Asset Management Americas
Nikko Asset Management Americas New York $8.04B AUM 33.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's BEAM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Beam Therapeutics (BEAM) in Q3 2026: 110 shares worth $2.69K. The stake represents ﹤0.01% of the portfolio and ranks #2496 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BEAM as recently as Q1 2026.

Root Financial Partners first reported a position in BEAM in Q3 2025 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold BEAM as of Q3 2026.

  • Root Financial Partners held 110 shares of Beam Therapeutics worth $2.69K as of Q3 2026.
  • Beam Therapeutics was a new Root Financial Partners position in Q3 2026.
  • Beam Therapeutics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2496 holding.
  • Root Financial Partners first reported a position in Beam Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • 191 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.