SW
BECN

SVB Wealth’s Beacon Roofing Supply, Inc. BECN Stock Holding History

SVB Wealth’s Portfolio BECN Stock Details BECN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-50
Closed -$6.18K – 1714
2025
Q1 		$6.18K Buy
+50
New +$5.82K ﹤0.01% 982

Other funds holding BECN

CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

SVB Wealth's BECN Position: Q2 2025 in Review

SVB Wealth sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 50 shares — an estimated $6.18K sold.

SVB Wealth first reported a position in BECN in Q1 2025 and held it in 1 quarter. The position peaked at $6.18K in Q1 2025. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

  • SVB Wealth reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 50 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $6.18K.
  • SVB Wealth first reported a position in Beacon Roofing Supply, Inc. in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Beacon Roofing Supply, Inc. position peaked at $6.18K in Q1 2025.
  • 3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.