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Ausdal Financial Partners’s Beneficient BENF Stock Holding History

Ausdal Financial Partners’s Portfolio BENF Stock Details BENF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50.8K Buy
13,817
+2,000
+17% +$6.95K ﹤0.01% 1033
2026
Q1 		$41.4K Buy
11,817
+1,456
+14% +$6.31K ﹤0.01% 979
2025
Q4 		$72.8K Buy
10,361
+1,143
+12% +$6.25K ﹤0.01% 929
2025
Q3 		$70.1K Sell
9,218
-6,142
-40% -$18K ﹤0.01% 919
2025
Q2 		$36.9K Hold
15,360
– – ﹤0.01% 686
2025
Q1 		$38.4K Buy
15,360
+7,438
+94% +$30K ﹤0.01% 639
2024
Q4 		$47.2K Buy
7,922
+5,402
+214% +$46.6K ﹤0.01% 563
2024
Q3 		$24.8K Buy
+2,520
New +$49.6K ﹤0.01% 514
2024
Q2 		– Sell
-153
Closed -$6.55K – 501
2024
Q1 		$6.55K Buy
153
+109
+248% +$16.8K ﹤0.01% 467
2023
Q4 		$13.7K Buy
+44
New +$20.8K ﹤0.01% 454

Other funds holding BENF

YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ausdal Financial Partners's BENF Position: Q2 2026 in Review

Ausdal Financial Partners increased its Beneficient (BENF) stake by 17% in Q2 2026, buying an estimated $6.95K and bringing the position to 13,817 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Ausdal Financial Partners first reported a position in BENF in Q4 2023 and has held it in 10 quarters since. The position peaked at $72.8K in Q4 2025. 15 funds tracked by Wall St. Rank hold BENF as of Q2 2026.

  • Ausdal Financial Partners held 13,817 shares of Beneficient worth $50.8K as of Q2 2026.
  • Ausdal Financial Partners bought 2,000 Beneficient shares in Q2 2026, an estimated $6.95K.
  • Beneficient made up ﹤0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #1033 holding.
  • Ausdal Financial Partners first reported a position in Beneficient in Q4 2023 and has held it in 10 quarters since.
  • Ausdal Financial Partners's Beneficient position peaked at $72.8K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Beneficient as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.