Jones Financial Companies
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Jones Financial Companies’s Beta Technologies Inc BETA Stock Holding History

Jones Financial Companies’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 		$54.9K Buy
3,290
+930
+39% +$15.5K ﹤0.01% 3091
2026
Q1 		$33.3K Buy
+2,360
New +$48.4K ﹤0.01% 3098

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TGA
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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 $3.38T AUM 44.17% 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

Jones Financial Companies's BETA Position: Q2 2026 in Review

Jones Financial Companies increased its Beta Technologies Inc (BETA) stake by 39% in Q2 2026, buying an estimated $15.5K and bringing the position to 3,290 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3091.

Jones Financial Companies first reported a position in BETA in Q1 2026 and has held it in 2 quarters since. 189 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • Jones Financial Companies held 3,290 shares of Beta Technologies Inc worth $54.9K as of Q2 2026.
  • Jones Financial Companies bought 930 Beta Technologies Inc shares in Q2 2026, an estimated $15.5K.
  • Beta Technologies Inc made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3091 holding.
  • Jones Financial Companies first reported a position in Beta Technologies Inc in Q1 2026 and has held it in 2 quarters since.
  • 189 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.