TFG
BETA

Team Financial Group’s Beta Technologies Inc BETA Stock Holding History

Team Financial Group’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 		– Sell
-300
Closed -$4.41K – 274
2026
Q1 		$4.41K Buy
+300
New +$6.15K ﹤0.01% 231

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

Team Financial Group's BETA Position: Q2 2026 in Review

Team Financial Group sold out of Beta Technologies Inc (BETA) in Q2 2026, closing a stake of 300 shares — an estimated $4.41K sold.

Team Financial Group first reported a position in BETA in Q1 2026 and held it in 1 quarter. The position peaked at $4.41K in Q1 2026. 189 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • Team Financial Group reported no remaining Beta Technologies Inc position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 300 Beta Technologies Inc shares in Q2 2026, an estimated $4.41K.
  • Team Financial Group first reported a position in Beta Technologies Inc in Q1 2026 and held it in 1 quarter.
  • Team Financial Group's Beta Technologies Inc position peaked at $4.41K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.