LPL Financial
BETA

LPL Financial’s Beta Technologies Inc BETA Stock Holding History

LPL Financial’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 		$299K Buy
20,362
+7,172
+54% +$147K ﹤0.01% 5188
2025
Q4 		$372K Buy
+13,190
New +$394K ﹤0.01% 4978

Other funds holding BETA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LPL Financial's BETA Position: Q1 2026 in Review

LPL Financial increased its Beta Technologies Inc (BETA) stake by 54% in Q1 2026, buying an estimated $147K and bringing the position to 20,362 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #5188.

LPL Financial first reported a position in BETA in Q4 2025 and has held it in 2 quarters since. The position peaked at $372K in Q4 2025. 145 funds tracked by Wall St. Rank hold BETA as of Q1 2026.

  • LPL Financial held 20,362 shares of Beta Technologies Inc worth $299K as of Q1 2026.
  • LPL Financial bought 7,172 Beta Technologies Inc shares in Q1 2026, an estimated $147K.
  • Beta Technologies Inc made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5188 holding.
  • LPL Financial first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 2 quarters since.
  • LPL Financial's Beta Technologies Inc position peaked at $372K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q1 2026.

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