Commonwealth Equity Services
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Commonwealth Equity Services’s Beneficient BENF Stock Holding History

Commonwealth Equity Services’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
2025
Q4 		– Sell
-2,652
Closed -$20K – 4289
2025
Q3 		$20K Sell
2,652
-367
-12% -$1.07K ﹤0.01% 4206
2025
Q2 		$7K Hold
3,019
– – ﹤0.01% 4239
2025
Q1 		$8K Hold
3,019
– – ﹤0.01% 4154
2024
Q4 		$18K Buy
3,019
+1,250
+71% +$10.8K ﹤0.01% 4048
2024
Q3 		$17K Buy
1,769
+125
+8% +$2.46K ﹤0.01% 4007
2024
Q2 		$29K Buy
+1,644
New +$53.6K ﹤0.01% 3940

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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

Commonwealth Equity Services's BENF Position: Q4 2025 in Review

Commonwealth Equity Services sold out of Beneficient (BENF) in Q4 2025, closing a stake of 2,652 shares — an estimated $20K sold.

Commonwealth Equity Services first reported a position in BENF in Q2 2024 and held it in 6 quarters. The position peaked at $29K in Q2 2024. 13 funds tracked by Wall St. Rank hold BENF as of Q4 2025.

  • Commonwealth Equity Services reported no remaining Beneficient position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 2,652 Beneficient shares in Q4 2025, an estimated $20K.
  • Commonwealth Equity Services first reported a position in Beneficient in Q2 2024 and held it in 6 quarters.
  • Commonwealth Equity Services's Beneficient position peaked at $29K in Q2 2024.
  • 13 funds tracked by Wall St. Rank held Beneficient as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.