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 Q2	$980	Hold	700	–	–	﹤0.01%	1596
2026 Q1	$973	Hold	700	–	–	﹤0.01%	1462
2025 Q4	$1.1K	Buy	+700	New	+$1.67K	﹤0.01%	1241

Other funds holding BMR

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

PEAK6 Chicago, Illinois $48.6B AUM 40.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SHP Wealth Management's BMR Position: Q2 2026 in Review

SHP Wealth Management held its Beamr Imaging (BMR) position steady in Q2 2026 at 700 shares worth $980. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

SHP Wealth Management first reported a position in BMR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.1K in Q4 2025. 17 funds tracked by Wall St. Rank hold BMR as of Q2 2026.

SHP Wealth Management held 700 shares of Beamr Imaging worth $980 as of Q2 2026.
SHP Wealth Management left its Beamr Imaging share count unchanged in Q2 2026.
Beamr Imaging made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1596 holding.
SHP Wealth Management first reported a position in Beamr Imaging in Q4 2025 and has held it in 3 quarters since.
SHP Wealth Management's Beamr Imaging position peaked at $1.1K in Q4 2025.
17 funds tracked by Wall St. Rank held Beamr Imaging as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.