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

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

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. 17 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.
  • 17 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.