Massachusetts Financial Services
BETA

Massachusetts Financial Services’s Beta Technologies Inc BETA Stock Holding History

Massachusetts Financial Services’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 		– Sell
-225,076
Closed -$3.31M – 1068
2026
Q1 		$3.31M Buy
225,076
+16
+0% +$328 ﹤0.01% 782
2025
Q4 		$6.35M Buy
+225,060
New +$6.72M ﹤0.01% 732

Other funds holding BETA

GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
LSA
Liberty Street Advisors New York $507M AUM 59.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MM
Marino Management Westport, Connecticut $480M AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCA
Corps Capital Advisors Southlake, Texas $124M AUM 58.4% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Massachusetts Financial Services's BETA Position: Q2 2026 in Review

Massachusetts Financial Services sold out of Beta Technologies Inc (BETA) in Q2 2026, closing a stake of 225,076 shares — an estimated $3.31M sold.

Massachusetts Financial Services first reported a position in BETA in Q4 2025 and held it in 2 quarters. The position peaked at $6.35M in Q4 2025. 58 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • Massachusetts Financial Services reported no remaining Beta Technologies Inc position as of Q2 2026 after selling out during the quarter.
  • Massachusetts Financial Services sold 225,076 Beta Technologies Inc shares in Q2 2026, an estimated $3.31M.
  • Massachusetts Financial Services first reported a position in Beta Technologies Inc in Q4 2025 and held it in 2 quarters.
  • Massachusetts Financial Services's Beta Technologies Inc position peaked at $6.35M in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.