CFSG
BETA

Community Financial Services Group’s Beta Technologies Inc BETA Stock Holding History

Community Financial Services 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 		$8.15K Sell
469
-100
-18% -$1.67K ﹤0.01% 400
2026
Q1 		$8.59K Buy
+569
New +$11.7K ﹤0.01% 335

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 $3.37T AUM 44.26% 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

Community Financial Services Group's BETA Position: Q2 2026 in Review

Community Financial Services Group reduced its Beta Technologies Inc (BETA) stake by 18% in Q2 2026, selling an estimated $1.67K and leaving 469 shares worth $8.15K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Community Financial Services Group first reported a position in BETA in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.59K in Q1 2026. 189 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • Community Financial Services Group held 469 shares of Beta Technologies Inc worth $8.15K as of Q2 2026.
  • Community Financial Services Group sold 100 Beta Technologies Inc shares in Q2 2026, an estimated $1.67K.
  • Beta Technologies Inc made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #400 holding.
  • Community Financial Services Group first reported a position in Beta Technologies Inc in Q1 2026 and has held it in 2 quarters since.
  • Community Financial Services Group's Beta Technologies Inc position peaked at $8.59K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.