SFS
BETA

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

Sowell 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 		$366K Buy
21,827
+10,605
+95% +$177K 0.01% 787
2026
Q1 		$165K Buy
+11,222
New +$230K 0.01% 1066

Other funds holding BETA

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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

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

Sowell Financial Services increased its Beta Technologies Inc (BETA) stake by 95% in Q2 2026, buying an estimated $177K and bringing the position to 21,827 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #787.

Sowell Financial Services first reported a position in BETA in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • Sowell Financial Services held 21,827 shares of Beta Technologies Inc worth $366K as of Q2 2026.
  • Sowell Financial Services bought 10,605 Beta Technologies Inc shares in Q2 2026, an estimated $177K.
  • Beta Technologies Inc made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #787 holding.
  • Sowell Financial Services first reported a position in Beta Technologies Inc in Q1 2026 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.