SEI Investments
BETA

SEI Investments’s Beta Technologies Inc BETA Stock Holding History

SEI Investments’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 		$190K Sell
11,317
-1,881
-14% -$31.3K ﹤0.01% 3054
2026
Q1 		$194K Buy
13,198
+3,286
+33% +$67.4K ﹤0.01% 2983
2025
Q4 		$279K Buy
+9,912
New +$296K ﹤0.01% 2776

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 $3.37T AUM 44.26% 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

SEI Investments's BETA Position: Q2 2026 in Review

SEI Investments reduced its Beta Technologies Inc (BETA) stake by 14% in Q2 2026, selling an estimated $31.3K and leaving 11,317 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #3054.

SEI Investments first reported a position in BETA in Q4 2025 and has held it in 3 quarters since. The position peaked at $279K in Q4 2025. 189 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • SEI Investments held 11,317 shares of Beta Technologies Inc worth $190K as of Q2 2026.
  • SEI Investments sold 1,881 Beta Technologies Inc shares in Q2 2026, an estimated $31.3K.
  • Beta Technologies Inc made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #3054 holding.
  • SEI Investments first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 3 quarters since.
  • SEI Investments's Beta Technologies Inc position peaked at $279K in Q4 2025.
  • 189 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.