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Stonebridge Financial Group (Pennsylvania)’s Beam Therapeutics BEAM Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-350
Closed -$6.84K – 295
2025
Q1 		$6.84K Hold
350
– – ﹤0.01% 658
2024
Q4 		$8.68K Buy
+350
New +$8.93K ﹤0.01% 612

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s BEAM Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Beam Therapeutics (BEAM) in Q2 2025, closing a stake of 350 shares — an estimated $6.84K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in BEAM in Q4 2024 and held it in 2 quarters. The position peaked at $8.68K in Q4 2024. 217 funds tracked by Wall St. Rank hold BEAM as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Beam Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 350 Beam Therapeutics shares in Q2 2025, an estimated $6.84K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Beam Therapeutics in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Beam Therapeutics position peaked at $8.68K in Q4 2024.
  • 217 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.