LPL Financial
BBNX

LPL Financial’s Beta Bionics BBNX Stock Holding History

LPL Financial’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
Q1 		$209K Buy
20,818
+10,120
+95% +$150K ﹤0.01% 5467
2025
Q4 		$326K Sell
10,698
-10,332
-49% -$276K ﹤0.01% 5085
2025
Q3 		$418K Buy
21,030
+4,545
+28% +$79.9K ﹤0.01% 4775
2025
Q2 		$240K Buy
16,485
+4,668
+40% +$66.1K ﹤0.01% 4954
2025
Q1 		$145K Buy
+11,817
New +$220K ﹤0.01% 4953

Other funds holding BBNX

EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LPL Financial's BBNX Position: Q1 2026 in Review

LPL Financial increased its Beta Bionics (BBNX) stake by 95% in Q1 2026, buying an estimated $150K and bringing the position to 20,818 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #5467.

LPL Financial first reported a position in BBNX in Q1 2025 and has held it in 5 quarters since. The position peaked at $418K in Q3 2025. 130 funds tracked by Wall St. Rank hold BBNX as of Q1 2026.

  • LPL Financial held 20,818 shares of Beta Bionics worth $209K as of Q1 2026.
  • LPL Financial bought 10,120 Beta Bionics shares in Q1 2026, an estimated $150K.
  • Beta Bionics made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5467 holding.
  • LPL Financial first reported a position in Beta Bionics in Q1 2025 and has held it in 5 quarters since.
  • LPL Financial's Beta Bionics position peaked at $418K in Q3 2025.
  • 130 funds tracked by Wall St. Rank held Beta Bionics as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.