Rockefeller Capital Management
BETA

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
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

Other funds holding BETA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Rockefeller Capital Management's BETA Position: Q2 2026 in Review

Rockefeller Capital Management increased its Beta Technologies Inc (BETA) stake by 21% in Q2 2026, buying an estimated $5.18K and bringing the position to 1,774 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3592.

Rockefeller Capital Management first reported a position in BETA in Q4 2025 and has held it in 3 quarters since. The position peaked at $34.6K in Q4 2025. 189 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • Rockefeller Capital Management held 1,774 shares of Beta Technologies Inc worth $29.7K as of Q2 2026.
  • Rockefeller Capital Management bought 311 Beta Technologies Inc shares in Q2 2026, an estimated $5.18K.
  • Beta Technologies Inc made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3592 holding.
  • Rockefeller Capital Management first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's Beta Technologies Inc position peaked at $34.6K in Q4 2025.
  • 189 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.