Bank of America
BETA

Bank of America’s Beta Technologies Inc BETA Stock Holding History

Bank of America’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
Q1 		$5.12M Buy
348,097
+187,807
+117% +$3.85M ﹤0.01% 3445
2025
Q4 		$4.52M Buy
+160,290
New +$4.78M ﹤0.01% 3478

Other funds holding BETA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America's BETA Position: Q1 2026 in Review

Bank of America increased its Beta Technologies Inc (BETA) stake by 117% in Q1 2026, buying an estimated $3.85M and bringing the position to 348,097 shares worth $5.12M. The position accounts for ﹤0.01% of the portfolio, ranked #3445.

Bank of America first reported a position in BETA in Q4 2025 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold BETA as of Q1 2026.

  • Bank of America held 348,097 shares of Beta Technologies Inc worth $5.12M as of Q1 2026.
  • Bank of America bought 187,807 Beta Technologies Inc shares in Q1 2026, an estimated $3.85M.
  • Beta Technologies Inc made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3445 holding.
  • Bank of America first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 2 quarters since.
  • 145 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.