BlackRock’s Beneficient BENF Stock Holding History

BlackRock’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	$182K	Buy	49,528 +4,205	+9%	+$14.6K	﹤0.01%	4838
2026 Q1	$159K	Buy	45,323 +702	+2%	+$3.04K	﹤0.01%	4844
2025 Q4	$314K	Buy	44,621 +43,488	+3,838%	+$238K	﹤0.01%	4608
2025 Q3	$8.62K	Sell	1,133 -9	-0.8%	-$26	﹤0.01%	5226
2025 Q2	$2.74K	Hold	1,142	–	–	﹤0.01%	5308
2025 Q1	$2.86K	Hold	1,142	–	–	﹤0.01%	5287
2024 Q4	$6.8K	Sell	1,142 -217	-16%	-$1.87K	﹤0.01%	5200
2024 Q3	$13.4K	Hold	1,359	–	–	﹤0.01%	4974
2024 Q2	$24.1K	Buy	1,359 +1	+0.1%	+$33	﹤0.01%	4987
2024 Q1	$58.2K	Hold	1,358	–	–	﹤0.01%	4838
2023 Q4	$423K	Hold	1,358	–	–	﹤0.01%	4463
2023 Q3	$2.25M	Buy	+1,358	New	+$2.13M	﹤0.01%	3952

Other funds holding BENF

YAG

Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock's BENF Position: Q2 2026 in Review

BlackRock increased its Beneficient (BENF) stake by 9.3% in Q2 2026, buying an estimated $14.6K and bringing the position to 49,528 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #4838.

BlackRock first reported a position in BENF in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.25M in Q3 2023. 15 funds tracked by Wall St. Rank hold BENF as of Q2 2026.

BlackRock held 49,528 shares of Beneficient worth $182K as of Q2 2026.
BlackRock bought 4,205 Beneficient shares in Q2 2026, an estimated $14.6K.
Beneficient made up ﹤0.01% of BlackRock's portfolio in Q2 2026, its #4838 holding.
BlackRock first reported a position in Beneficient in Q3 2023 and has held it in 12 quarters since.
BlackRock's Beneficient position peaked at $2.25M in Q3 2023.
15 funds tracked by Wall St. Rank held Beneficient as of Q2 2026.

Based on BlackRock's 13F filing for Q2 2026, filed 7 Aug 2026.