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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
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Ausdal Financial Partners's BENF Position: Q1 2026 in Review

Ausdal Financial Partners increased its Beneficient (BENF) stake by 14% in Q1 2026, buying an estimated $6.31K and bringing the position to 11,817 shares worth $41.4K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Ausdal Financial Partners first reported a position in BENF in Q4 2023 and has held it in 9 quarters since. The position peaked at $72.8K in Q4 2025. 14 funds tracked by Wall St. Rank hold BENF as of Q1 2026.

  • Ausdal Financial Partners held 11,817 shares of Beneficient worth $41.4K as of Q1 2026.
  • Ausdal Financial Partners bought 1,456 Beneficient shares in Q1 2026, an estimated $6.31K.
  • Beneficient made up ﹤0.01% of Ausdal Financial Partners's portfolio in Q1 2026, its #979 holding.
  • Ausdal Financial Partners first reported a position in Beneficient in Q4 2023 and has held it in 9 quarters since.
  • Ausdal Financial Partners's Beneficient position peaked at $72.8K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Beneficient as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.