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Kingdom Financial Group’s Beta Technologies Inc BETA Stock Holding History

Kingdom Financial 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
Q1 		– Sell
-10,518
Closed -$297K – 939
2025
Q4 		$297K Buy
+10,518
New +$314K 0.09% 117

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State Street
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HHAM
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Adage Capital Partners
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Vanguard Capital Management
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Kingdom Financial Group's BETA Position: Q1 2026 in Review

Kingdom Financial Group sold out of Beta Technologies Inc (BETA) in Q1 2026, closing a stake of 10,518 shares — an estimated $297K sold.

Kingdom Financial Group first reported a position in BETA in Q4 2025 and held it in 1 quarter. The position peaked at $297K in Q4 2025. 145 funds tracked by Wall St. Rank hold BETA as of Q1 2026.

  • Kingdom Financial Group reported no remaining Beta Technologies Inc position as of Q1 2026 after selling out during the quarter.
  • Kingdom Financial Group sold 10,518 Beta Technologies Inc shares in Q1 2026, an estimated $297K.
  • Kingdom Financial Group first reported a position in Beta Technologies Inc in Q4 2025 and held it in 1 quarter.
  • Kingdom Financial Group's Beta Technologies Inc position peaked at $297K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.