HPC
BETA

HM Payson & Co’s Beta Technologies Inc BETA Stock Holding History

HM Payson & Co’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 		$503 Hold
30
– – ﹤0.01% 1108
2026
Q1 		$441 Sell
30
-17
-36% -$349 ﹤0.01% 1098
2025
Q4 		$1.33K Buy
+47
New +$1.4K ﹤0.01% 1093

Other funds holding BETA

GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
LSA
Liberty Street Advisors New York $507M AUM 59.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MM
Marino Management Westport, Connecticut $480M AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCA
Corps Capital Advisors Southlake, Texas $124M AUM 58.4% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

HM Payson & Co's BETA Position: Q2 2026 in Review

HM Payson & Co held its Beta Technologies Inc (BETA) position steady in Q2 2026 at 30 shares worth $503. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

HM Payson & Co first reported a position in BETA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.33K in Q4 2025. 59 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • HM Payson & Co held 30 shares of Beta Technologies Inc worth $503 as of Q2 2026.
  • HM Payson & Co left its Beta Technologies Inc share count unchanged in Q2 2026.
  • Beta Technologies Inc made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #1108 holding.
  • HM Payson & Co first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 3 quarters since.
  • HM Payson & Co's Beta Technologies Inc position peaked at $1.33K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.