Ameriprise
BETA

Ameriprise’s Beta Technologies Inc BETA Stock Holding History

Ameriprise’s Portfolio BETA Stock Details BETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$971K Buy
+57,952
New +$965K ﹤0.01% 3414
2026
Q1 		– Sell
-804,247
Closed -$22.7M – 4258
2025
Q4 		$22.7M Buy
+804,247
New +$24M 0.01% 1316

Other funds holding BETA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise's BETA Position: Q2 2026 in Review

Ameriprise opened a new position in Beta Technologies Inc (BETA) in Q2 2026: 57,952 shares worth $971K. The stake represents ﹤0.01% of the portfolio and ranks #3414 among its holdings. This is a return to the name: Ameriprise previously reported a position in BETA as recently as Q4 2025.

Ameriprise first reported a position in BETA in Q4 2025 and has held it in 2 quarters since. The position peaked at $22.7M in Q4 2025. 189 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • Ameriprise held 57,952 shares of Beta Technologies Inc worth $971K as of Q2 2026.
  • Beta Technologies Inc was a new Ameriprise position in Q2 2026.
  • Beta Technologies Inc made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3414 holding.
  • Ameriprise first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 2 quarters since.
  • Ameriprise's Beta Technologies Inc position peaked at $22.7M in Q4 2025.
  • 189 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.