Trust Point Inc’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Trust Point Inc’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	-1,970	Closed	-$244K	–	472
2025 Q1	$244K	Hold	1,970	–	–	0.02%	397
2024 Q4	$200K	Buy	+1,970	New	+$199K	0.01%	549

Other funds holding BECN

CIM

CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Trust Point Inc's BECN Position: Q2 2025 in Review

Trust Point Inc sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 1,970 shares — an estimated $244K sold.

Trust Point Inc first reported a position in BECN in Q4 2024 and held it in 2 quarters. The position peaked at $244K in Q1 2025. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

Trust Point Inc reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
Trust Point Inc sold 1,970 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $244K.
Trust Point Inc first reported a position in Beacon Roofing Supply, Inc. in Q4 2024 and held it in 2 quarters.
Trust Point Inc's Beacon Roofing Supply, Inc. position peaked at $244K in Q1 2025.
3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on Trust Point Inc's 13F filing for Q2 2025, filed 10 Jul 2025.