VFA
BBNX

Values First Advisors’s Beta Bionics BBNX Stock Holding History

Values First Advisors’s Portfolio BBNX Stock Details BBNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$798K Buy
50,900
+3,349
+7% +$39.8K 0.36% 79
2026
Q1 		$476K Buy
47,551
+12,360
+35% +$183K 0.25% 102
2025
Q4 		$1.07M Sell
35,191
-5,274
-13% -$141K 0.56% 57
2025
Q3 		$804K Sell
40,465
-2,098
-5% -$36.9K 0.43% 66
2025
Q2 		$620K Buy
42,563
+4,978
+13% +$70.5K 0.34% 84
2025
Q1 		$457K Buy
+37,585
New +$701K 0.27% 103

Other funds holding BBNX

EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Values First Advisors's BBNX Position: Q2 2026 in Review

Values First Advisors increased its Beta Bionics (BBNX) stake by 7% in Q2 2026, buying an estimated $39.8K and bringing the position to 50,900 shares worth $798K. The position accounts for 0.36% of the portfolio, ranked #79.

Values First Advisors first reported a position in BBNX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.07M in Q4 2025. 133 funds tracked by Wall St. Rank hold BBNX as of Q2 2026.

  • Values First Advisors held 50,900 shares of Beta Bionics worth $798K as of Q2 2026.
  • Values First Advisors bought 3,349 Beta Bionics shares in Q2 2026, an estimated $39.8K.
  • Beta Bionics made up 0.36% of Values First Advisors's portfolio in Q2 2026, its #79 holding.
  • Values First Advisors first reported a position in Beta Bionics in Q1 2025 and has held it in 6 quarters since.
  • Values First Advisors's Beta Bionics position peaked at $1.07M in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Beta Bionics as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.