Bruce & Co., Inc. BBNX β€” Beta Bionics

Ownership history in Bruce & Co., Inc.  Β·  1 quarter on record

AI Ownership Summary

Bruce & Co., Inc. reported Beta Bionics (BBNX) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 1.58% in 2026 Q1. The latest visible filing shows BBNX at 1.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BBNX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bruce & Co., Inc.'s position in Beta Bionics, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BBNX was reported at 1.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.58% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bruce & Co., Inc. held BBNX β€” position size vs. price
% of Fund (quarterly)    BBNX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 550,700 β€” β€” 1.58% $5.5M 2026-05-14 $9.20

FAQ About Bruce & Co., Inc. and BBNX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bruce & Co., Inc. reported owning BBNX?

Bruce & Co., Inc. reported BBNX across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported BBNX position in Bruce & Co., Inc.'s portfolio?

The largest reported portfolio weight for BBNX was 1.58% in 2026 Q1.

What is the latest reported BBNX position on this page?

The most recent filing on this page is 2026 Q1, when Bruce & Co., Inc. reported 550,700 shares, equal to 1.58% of portfolio, with an estimated market value of $5.5M.

What does the chart on this BBNX ownership page compare?

The chart compares Bruce & Co., Inc.'s quarterly BBNX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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