Beverly Hills Private Wealth’s FTAI Aviation FTAI Stock Holding History

Beverly Hills Private Wealth’s Portfolio FTAI Stock Details FTAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.21M	Hold	4,471	–	–	0.23%	96
2026 Q1	$1.1M	Sell	4,471 -576	-11%	-$153K	0.18%	123
2025 Q4	$993K	Sell	5,047 -209	-4%	-$35.6K	0.17%	125
2025 Q3	$877K	Sell	5,256 -300	-5%	-$42.7K	0.15%	137
2025 Q2	$639K	Hold	5,556	–	–	0.12%	153
2025 Q1	$617K	Sell	5,556 -7,635	-58%	-$902K	0.12%	147
2024 Q4	$1.9M	Sell	13,191 -911	-6%	-$134K	0.38%	74
2024 Q3	$1.87M	Sell	14,102 -10,869	-44%	-$1.23M	0.38%	78
2024 Q2	$2.58M	Sell	24,971 -4,810	-16%	-$382K	0.56%	44
2024 Q1	$2M	Sell	29,781 -10,870	-27%	-$596K	0.46%	58
2023 Q4	$1.89M	Sell	40,651 -3,402	-8%	-$136K	0.49%	59
2023 Q3	$1.57M	Buy	44,053 +235	+0.5%	+$8.07K	0.47%	61
2023 Q2	$1.48M	Buy	43,818 +122	+0.3%	+$3.46K	0.24%	96
2023 Q1	$1.22M	Buy	43,696 +9,200	+27%	+$217K	0.38%	74
2022 Q4	$591K	Buy	+34,496	New	+$579K	0.26%	93

Other funds holding FTAI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Beverly Hills Private Wealth's FTAI Position: Q2 2026 in Review

Beverly Hills Private Wealth held its FTAI Aviation (FTAI) position steady in Q2 2026 at 4,471 shares worth $1.21M. The position accounts for 0.23% of the portfolio, ranked #96.

Beverly Hills Private Wealth first reported a position in FTAI in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.58M in Q2 2024. 680 funds tracked by Wall St. Rank hold FTAI as of Q2 2026.

Beverly Hills Private Wealth held 4,471 shares of FTAI Aviation worth $1.21M as of Q2 2026.
Beverly Hills Private Wealth left its FTAI Aviation share count unchanged in Q2 2026.
FTAI Aviation made up 0.23% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #96 holding.
Beverly Hills Private Wealth first reported a position in FTAI Aviation in Q4 2022 and has held it in 15 quarters since.
Beverly Hills Private Wealth's FTAI Aviation position peaked at $2.58M in Q2 2024.
680 funds tracked by Wall St. Rank held FTAI Aviation as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.