HFS
BETA

Horizon Financial Services’s Beta Technologies Inc BETA Stock Holding History

Horizon Financial Services’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 		$553 Hold
33
– – ﹤0.01% 568
2026
Q1 		$485 Hold
33
– – ﹤0.01% 368
2025
Q4 		$931 Buy
+33
New +$985 ﹤0.01% 344

Other funds holding BETA

GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 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
CCA
Corps Capital Advisors Southlake, Texas $124M AUM 58.4% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Horizon Financial Services's BETA Position: Q2 2026 in Review

Horizon Financial Services held its Beta Technologies Inc (BETA) position steady in Q2 2026 at 33 shares worth $553. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Horizon Financial Services first reported a position in BETA in Q4 2025 and has held it in 3 quarters since. The position peaked at $931 in Q4 2025. 39 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • Horizon Financial Services held 33 shares of Beta Technologies Inc worth $553 as of Q2 2026.
  • Horizon Financial Services left its Beta Technologies Inc share count unchanged in Q2 2026.
  • Beta Technologies Inc made up ﹤0.01% of Horizon Financial Services's portfolio in Q2 2026, its #568 holding.
  • Horizon Financial Services first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 3 quarters since.
  • Horizon Financial Services's Beta Technologies Inc position peaked at $931 in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.