Values First Advisors
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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
Q3 		$951K Sell
50,125
-775
-2% -$13.9K 0.45% 64
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

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Iams Wealth Management
Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Adirondack Trust Company
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Values First Advisors's BBNX Position: Q3 2026 in Review

Values First Advisors reduced its Beta Bionics (BBNX) stake by 1.5% in Q3 2026, selling an estimated $13.9K and leaving 50,125 shares worth $951K. The position accounts for 0.45% of the portfolio, ranked #64.

Values First Advisors first reported a position in BBNX in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.07M in Q4 2025. 21 funds tracked by Wall St. Rank hold BBNX as of Q3 2026.

  • Values First Advisors held 50,125 shares of Beta Bionics worth $951K as of Q3 2026.
  • Values First Advisors sold 775 Beta Bionics shares in Q3 2026, an estimated $13.9K.
  • Beta Bionics made up 0.45% of Values First Advisors's portfolio in Q3 2026, its #64 holding.
  • Values First Advisors first reported a position in Beta Bionics in Q1 2025 and has held it in 7 quarters since.
  • Values First Advisors's Beta Bionics position peaked at $1.07M in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Beta Bionics as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.