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Financial Management Professionals’s Beneficient BENF Stock Holding History

Financial Management Professionals’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
Q1 		– Sell
-51
Closed -$302 – 1000
2024
Q4 		$302 Hold
51
– – ﹤0.01% 937
2024
Q3 		$0 Buy
+51
New +$1K ﹤0.01% 931

Other funds holding BENF

HIP
Hatteras Investment Partners Raleigh, North Carolina $169K AUM 86.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Financial Management Professionals's BENF Position: Q1 2025 in Review

Financial Management Professionals sold out of Beneficient (BENF) in Q1 2025, closing a stake of 51 shares — an estimated $302 sold.

Financial Management Professionals first reported a position in BENF in Q3 2024 and held it in 2 quarters. The position peaked at $302 in Q4 2024. 18 funds tracked by Wall St. Rank hold BENF as of Q1 2025.

  • Financial Management Professionals reported no remaining Beneficient position as of Q1 2025 after selling out during the quarter.
  • Financial Management Professionals sold 51 Beneficient shares in Q1 2025, an estimated $302.
  • Financial Management Professionals first reported a position in Beneficient in Q3 2024 and held it in 2 quarters.
  • Financial Management Professionals's Beneficient position peaked at $302 in Q4 2024.
  • 18 funds tracked by Wall St. Rank held Beneficient as of Q1 2025.

Based on Financial Management Professionals's 13F filing for Q1 2025, filed 10 Apr 2025.