SBI Securities’s Beam Therapeutics BEAM Stock Holding History

SBI Securities’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	$112K	Buy	4,572 +618	+16%	+$17.2K	﹤0.01%	858
2026 Q2	$136K	Sell	3,954 -595	-13%	-$18K	﹤0.01%	798
2026 Q1	$108K	Buy	4,549 +825	+22%	+$22.9K	﹤0.01%	828
2025 Q4	$103K	Sell	3,724 -285	-7%	-$7.27K	﹤0.01%	834
2025 Q3	$97.3K	Buy	4,009 +3,007	+300%	+$59.8K	﹤0.01%	855
2025 Q2	$17K	Buy	1,002 +523	+109%	+$9.11K	﹤0.01%	1477
2025 Q1	$9.36K	Buy	479 +145	+43%	+$3.8K	﹤0.01%	1634
2024 Q4	$8.28K	Buy	+334	New	+$8.52K	﹤0.01%	1718

Other funds holding BEAM

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Beacon Financial Strategies Raleigh, North Carolina $203M AUM 12.07% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

SBI Securities's BEAM Position: Q3 2026 in Review

SBI Securities increased its Beam Therapeutics (BEAM) stake by 16% in Q3 2026, buying an estimated $17.2K and bringing the position to 4,572 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

SBI Securities first reported a position in BEAM in Q4 2024 and has held it in 8 quarters since. The position peaked at $136K in Q2 2026. 28 funds tracked by Wall St. Rank hold BEAM as of Q3 2026.

SBI Securities held 4,572 shares of Beam Therapeutics worth $112K as of Q3 2026.
SBI Securities bought 618 Beam Therapeutics shares in Q3 2026, an estimated $17.2K.
Beam Therapeutics made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #858 holding.
SBI Securities first reported a position in Beam Therapeutics in Q4 2024 and has held it in 8 quarters since.
SBI Securities's Beam Therapeutics position peaked at $136K in Q2 2026.
28 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.