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Bollard Group’s Beta Technologies Inc BETA Stock Holding History

Bollard Group’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 		$164K Buy
9,798
+8,298
+553% +$138K 0.01% 180
2026
Q1 		$22K Buy
+1,500
New +$30.8K ﹤0.01% 260

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
TPG GP A
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Amazon.com Inc
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

Bollard Group's BETA Position: Q2 2026 in Review

Bollard Group increased its Beta Technologies Inc (BETA) stake by 553% in Q2 2026, buying an estimated $138K and bringing the position to 9,798 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #180.

Bollard Group first reported a position in BETA in Q1 2026 and has held it in 2 quarters since. 189 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • Bollard Group held 9,798 shares of Beta Technologies Inc worth $164K as of Q2 2026.
  • Bollard Group bought 8,298 Beta Technologies Inc shares in Q2 2026, an estimated $138K.
  • Beta Technologies Inc made up 0.01% of Bollard Group's portfolio in Q2 2026, its #180 holding.
  • Bollard Group first reported a position in Beta Technologies Inc in Q1 2026 and has held it in 2 quarters since.
  • 189 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.