RIL
BETA

Rothschild Investment LLC’s Beta Technologies Inc BETA Stock Holding History

Rothschild Investment LLC’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 		$7.96K Buy
+475
New +$7.91K ﹤0.01% 2019

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Rothschild Investment LLC's BETA Position: Q2 2026 in Review

Rothschild Investment LLC opened a new position in Beta Technologies Inc (BETA) in Q2 2026: 475 shares worth $7.96K. The stake represents ﹤0.01% of the portfolio and ranks #2019 among its holdings.

70 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • Rothschild Investment LLC held 475 shares of Beta Technologies Inc worth $7.96K as of Q2 2026.
  • Beta Technologies Inc was a new Rothschild Investment LLC position in Q2 2026.
  • Beta Technologies Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2019 holding.
  • 70 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.