Rockefeller Capital Management
BETA icon

Rockefeller Capital Management’s Beta Technologies Inc BETA Stock Holding History

Rockefeller Capital Management’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
Q3 		$43.6K Buy
1,974
+200
+11% +$4.19K ﹤0.01% 3541
2026
Q2 		$29.7K Buy
1,774
+311
+21% +$5.18K ﹤0.01% 3592
2026
Q1 		$21.5K Buy
1,463
+238
+19% +$4.88K ﹤0.01% 3688
2025
Q4 		$34.6K Buy
+1,225
New +$36.6K ﹤0.01% 3248

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Rockefeller Capital Management's BETA Position: Q3 2026 in Review

Rockefeller Capital Management increased its Beta Technologies Inc (BETA) stake by 11% in Q3 2026, buying an estimated $4.19K and bringing the position to 1,974 shares worth $43.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3541.

Rockefeller Capital Management first reported a position in BETA in Q4 2025 and has held it in 4 quarters since. 174 funds tracked by Wall St. Rank hold BETA as of Q3 2026.

  • Rockefeller Capital Management held 1,974 shares of Beta Technologies Inc worth $43.6K as of Q3 2026.
  • Rockefeller Capital Management bought 200 Beta Technologies Inc shares in Q3 2026, an estimated $4.19K.
  • Beta Technologies Inc made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #3541 holding.
  • Rockefeller Capital Management first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 4 quarters since.
  • 174 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.