State Street
BETA

State Street’s Beta Technologies Inc BETA Stock Holding History

State Street’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
Q1 		$30.9M Buy
2,101,004
+1,967,104
+1,469% +$40.3M ﹤0.01% 1996
2025
Q4 		$3.78M Buy
+133,900
New +$4M ﹤0.01% 3113

Other funds holding BETA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GE
General Electric Evendale, Ohio $308M AUM 40.86% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street's BETA Position: Q1 2026 in Review

State Street increased its Beta Technologies Inc (BETA) stake by 1,469% in Q1 2026, buying an estimated $40.3M and bringing the position to 2,101,004 shares worth $30.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

State Street first reported a position in BETA in Q4 2025 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold BETA as of Q1 2026.

  • State Street held 2,101,004 shares of Beta Technologies Inc worth $30.9M as of Q1 2026.
  • State Street bought 1,967,104 Beta Technologies Inc shares in Q1 2026, an estimated $40.3M.
  • Beta Technologies Inc made up ﹤0.01% of State Street's portfolio in Q1 2026, its #1996 holding.
  • State Street first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 2 quarters since.
  • 145 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q1 2026.

Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.