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BFC Planning, Inc.’s Beneficient BENF Stock Holding History

BFC Planning, Inc.’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 		$471 Buy
128
+3
+2% +$10 ﹤0.01% 3255
2026
Q1 		$438 Hold
125
– – ﹤0.01% 2873
2025
Q4 		$879 Hold
125
– – ﹤0.01% 2823
2025
Q3 		$951 Buy
+125
New +$366 ﹤0.01% 2635
2025
Q2 		– Sell
-125
Closed -$313 – 2681
2025
Q1 		$313 Hold
125
– – ﹤0.01% 2550
2024
Q4 		$745 Buy
+125
New +$1.08K ﹤0.01% 2449

Other funds holding BENF

Yorkville Advisors Global
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 $3.38T AUM 44.17% 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
Ausdal Financial Partners
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

BFC Planning, Inc.'s BENF Position: Q2 2026 in Review

BFC Planning, Inc. increased its Beneficient (BENF) stake by 2.4% in Q2 2026, buying an estimated $10 and bringing the position to 128 shares worth $471. The position accounts for ﹤0.01% of the portfolio, ranked #3255.

BFC Planning, Inc. first reported a position in BENF in Q4 2024 and has held it in 6 quarters since. The position peaked at $951 in Q3 2025. 16 funds tracked by Wall St. Rank hold BENF as of Q2 2026.

  • BFC Planning, Inc. held 128 shares of Beneficient worth $471 as of Q2 2026.
  • BFC Planning, Inc. bought 3 Beneficient shares in Q2 2026, an estimated $10.
  • Beneficient made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3255 holding.
  • BFC Planning, Inc. first reported a position in Beneficient in Q4 2024 and has held it in 6 quarters since.
  • BFC Planning, Inc.'s Beneficient position peaked at $951 in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Beneficient as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.