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SHP Wealth Management’s Beamr Imaging BMR Stock Holding History

SHP Wealth Management’s Portfolio BMR Stock Details BMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$973 Hold
700
– – ﹤0.01% 1462
2025
Q4 		$1.1K Buy
+700
New +$1.67K ﹤0.01% 1241

Other funds holding BMR

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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

SHP Wealth Management's BMR Position: Q1 2026 in Review

SHP Wealth Management held its Beamr Imaging (BMR) position steady in Q1 2026 at 700 shares worth $973. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

SHP Wealth Management first reported a position in BMR in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.1K in Q4 2025. 16 funds tracked by Wall St. Rank hold BMR as of Q1 2026.

  • SHP Wealth Management held 700 shares of Beamr Imaging worth $973 as of Q1 2026.
  • SHP Wealth Management left its Beamr Imaging share count unchanged in Q1 2026.
  • Beamr Imaging made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1462 holding.
  • SHP Wealth Management first reported a position in Beamr Imaging in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Beamr Imaging position peaked at $1.1K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Beamr Imaging as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.