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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SSWM

Smith Salley Wealth Management Greensboro, North Carolina $1.99B AUM 25.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Stifel Financial's BEAT Position: Q1 2026 in Review

Stifel Financial held its Heartbeam (BEAT) position steady in Q1 2026 at 51,000 shares worth $62.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3567.

Stifel Financial first reported a position in BEAT in Q2 2023 and has held it in 12 quarters since. The position peaked at $257K in Q2 2024. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

Stifel Financial held 51,000 shares of Heartbeam worth $62.2K as of Q1 2026.
Stifel Financial left its Heartbeam share count unchanged in Q1 2026.
Heartbeam made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3567 holding.
Stifel Financial first reported a position in Heartbeam in Q2 2023 and has held it in 12 quarters since.
Stifel Financial's Heartbeam position peaked at $257K in Q2 2024.
38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

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