Stifel Financial’s Heartbeam BEAT Stock Holding History

Stifel Financial’s Portfolio BEAT Stock Details BEAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38.3K	Hold	51,000	–	–	﹤0.01%	3669
2026 Q1	$62.2K	Hold	51,000	–	–	﹤0.01%	3567
2025 Q4	$122K	Sell	51,000 -49,000	-49%	-$84K	﹤0.01%	3465
2025 Q3	$165K	Hold	100,000	–	–	﹤0.01%	3383
2025 Q2	$125K	Hold	100,000	–	–	﹤0.01%	3342
2025 Q1	$201K	Hold	100,000	–	–	﹤0.01%	3189
2024 Q4	$230K	Hold	100,000	–	–	﹤0.01%	3102
2024 Q3	$232K	Hold	100,000	–	–	﹤0.01%	3082
2024 Q2	$257K	Hold	100,000	–	–	﹤0.01%	2991
2024 Q1	$218K	Hold	100,000	–	–	﹤0.01%	3060
2023 Q4	$235K	Hold	100,000	–	–	﹤0.01%	2983
2023 Q3	$215K	Hold	100,000	–	–	﹤0.01%	2958
2023 Q2	$241K	Buy	+100,000	New	+$231K	﹤0.01%	2946

Other funds holding BEAT

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return

Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SSWM

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

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

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Stifel Financial's BEAT Position: Q2 2026 in Review

Stifel Financial held its Heartbeam (BEAT) position steady in Q2 2026 at 51,000 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3669.

Stifel Financial first reported a position in BEAT in Q2 2023 and has held it in 13 quarters since. The position peaked at $257K in Q2 2024. 42 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

Stifel Financial held 51,000 shares of Heartbeam worth $38.3K as of Q2 2026.
Stifel Financial left its Heartbeam share count unchanged in Q2 2026.
Heartbeam made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3669 holding.
Stifel Financial first reported a position in Heartbeam in Q2 2023 and has held it in 13 quarters since.
Stifel Financial's Heartbeam position peaked at $257K in Q2 2024.
42 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.