CWP
BBNX

Concord Wealth Partners’s Beta Bionics BBNX Stock Holding History

Concord Wealth Partners’s Portfolio BBNX Stock Details BBNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$172 Buy
+11
New +$131 ﹤0.01% 850
2026
Q1 		– Sell
-11
Closed -$335 – 830
2025
Q4 		$335 Hold
11
– – ﹤0.01% 787
2025
Q3 		$219 Hold
11
– – ﹤0.01% 784
2025
Q2 		$160 Buy
+11
New +$156 ﹤0.01% 817

Other funds holding BBNX

EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Concord Wealth Partners's BBNX Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Beta Bionics (BBNX) in Q2 2026: 11 shares worth $172. The stake represents ﹤0.01% of the portfolio and ranks #850 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in BBNX as recently as Q4 2025.

Concord Wealth Partners first reported a position in BBNX in Q2 2025 and has held it in 4 quarters since. The position peaked at $335 in Q4 2025. 134 funds tracked by Wall St. Rank hold BBNX as of Q2 2026.

  • Concord Wealth Partners held 11 shares of Beta Bionics worth $172 as of Q2 2026.
  • Beta Bionics was a new Concord Wealth Partners position in Q2 2026.
  • Beta Bionics made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #850 holding.
  • Concord Wealth Partners first reported a position in Beta Bionics in Q2 2025 and has held it in 4 quarters since.
  • Concord Wealth Partners's Beta Bionics position peaked at $335 in Q4 2025.
  • 134 funds tracked by Wall St. Rank held Beta Bionics as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.