LPL Financial
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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
Q3 		$712K Buy
37,492
+20,214
+117% +$363K ﹤0.01% 4819
2026
Q2 		$271K Sell
17,278
-3,540
-17% -$42.1K ﹤0.01% 5533
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ING Group
ING Group Amsterdam, Netherlands $17.7B AUM 39.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial's BBNX Position: Q3 2026 in Review

LPL Financial increased its Beta Bionics (BBNX) stake by 117% in Q3 2026, buying an estimated $363K and bringing the position to 37,492 shares worth $712K. The position accounts for ﹤0.01% of the portfolio, ranked #4819.

LPL Financial first reported a position in BBNX in Q1 2025 and has held it in 7 quarters since. 64 funds tracked by Wall St. Rank hold BBNX as of Q3 2026.

  • LPL Financial held 37,492 shares of Beta Bionics worth $712K as of Q3 2026.
  • LPL Financial bought 20,214 Beta Bionics shares in Q3 2026, an estimated $363K.
  • Beta Bionics made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4819 holding.
  • LPL Financial first reported a position in Beta Bionics in Q1 2025 and has held it in 7 quarters since.
  • 64 funds tracked by Wall St. Rank held Beta Bionics as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.