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Beta Bionics shares owned by UMA Financial Services

Quarter-by-quarter ownership of Beta Bionics (BBNX) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Beta Bionics

Tip: Access up to 7 years of quarterly data

All positions including Beta Bionics held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Beta Bionics by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1k 72 15.68

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard World Mega Cap Index (MGC)

View all positions for UMA Financial Services

Top funds holding Beta Bionics

Eventide Asset Management
Soleus Capital Management
Morgan Stanley
Sands Capital Ventures
BlackRock
Point72 Asset Management
Vanguard Capital Management
Vestal Point Capital
Rtw Investments
Deerfield Management Company
Omega Fund Management
Eversept Partners
Divisadero Street Capital Management
Geode Capital Management
Millennium Management

View all funds holding Beta Bionics