Stifel Financial
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Stifel Financial’s Beam Therapeutics BEAM Stock Holding History

Stifel Financial’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 		$296K Sell
12,415
-990
-7% -$27.5K ﹤0.01% 3190
2025
Q4 		$372K Buy
13,405
+965
+8% +$24.6K ﹤0.01% 3026
2025
Q3 		$302K Buy
12,440
+1,599
+15% +$31.8K ﹤0.01% 3106
2025
Q2 		$184K Sell
10,841
-513
-5% -$8.93K ﹤0.01% 3270
2025
Q1 		$222K Sell
11,354
-2,308
-17% -$60.5K ﹤0.01% 3137
2024
Q4 		$339K Buy
13,662
+2,976
+28% +$76K ﹤0.01% 2903
2024
Q3 		$262K Buy
+10,686
New +$276K ﹤0.01% 3024
2024
Q2 		– Sell
-7,626
Closed -$252K – 3370
2024
Q1 		$252K Buy
+7,626
New +$238K ﹤0.01% 2999
2023
Q3 		– Sell
-6,777
Closed -$216K – 3292
2023
Q2 		$216K Sell
6,777
-245
-3% -$7.95K ﹤0.01% 3002
2023
Q1 		$215K Buy
7,022
+338
+5% +$13.3K ﹤0.01% 3010
2022
Q4 		$261K Sell
6,684
-2,900
-30% -$130K ﹤0.01% 2846
2022
Q3 		$457K Buy
+9,584
New +$547K ﹤0.01% 2478
2022
Q2 		– Sell
-4,241
Closed -$243K – 3331
2022
Q1 		$243K Buy
4,241
+67
+2% +$4.39K ﹤0.01% 3009
2021
Q4 		$332K Buy
4,174
+1,044
+33% +$89.4K ﹤0.01% 2851
2021
Q3 		$272K Buy
+3,130
New +$314K ﹤0.01% 2969

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

Stifel Financial's BEAM Position: Q1 2026 in Review

Stifel Financial reduced its Beam Therapeutics (BEAM) stake by 7.4% in Q1 2026, selling an estimated $27.5K and leaving 12,415 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #3190.

Stifel Financial first reported a position in BEAM in Q3 2021 and has held it in 15 quarters since. The position peaked at $457K in Q3 2022. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • Stifel Financial held 12,415 shares of Beam Therapeutics worth $296K as of Q1 2026.
  • Stifel Financial sold 990 Beam Therapeutics shares in Q1 2026, an estimated $27.5K.
  • Beam Therapeutics made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3190 holding.
  • Stifel Financial first reported a position in Beam Therapeutics in Q3 2021 and has held it in 15 quarters since.
  • Stifel Financial's Beam Therapeutics position peaked at $457K in Q3 2022.
  • 251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.