Geode Capital Management
BENF icon

Geode Capital Management’s Beneficient BENF Stock Holding History

Geode Capital Management’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 		$553K Buy
158,027
+3,770
+2% +$16.3K ﹤0.01% 3550
2025
Q4 		$1.08M Buy
154,257
+146,688
+1,938% +$802K ﹤0.01% 3352
2025
Q3 		$57.6K Hold
7,569
– – ﹤0.01% 4261
2025
Q2 		$18.2K Hold
7,569
– – ﹤0.01% 4374
2025
Q1 		$18.9K Buy
7,569
+4,523
+148% +$18.2K ﹤0.01% 4358
2024
Q4 		$18.1K Buy
3,046
+852
+39% +$7.35K ﹤0.01% 4396
2024
Q3 		$21.6K Buy
2,194
+873
+66% +$17.2K ﹤0.01% 4387
2024
Q2 		$23.5K Buy
1,321
+151
+13% +$4.92K ﹤0.01% 4425
2024
Q1 		$50.2K Buy
1,170
+150
+15% +$23.1K ﹤0.01% 4320
2023
Q4 		$317K Buy
1,020
+22
+2% +$10.4K ﹤0.01% 3775
2023
Q3 		$1.65M Buy
+998
New +$1.57M ﹤0.01% 3137

Other funds holding BENF

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
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 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

Geode Capital Management's BENF Position: Q1 2026 in Review

Geode Capital Management increased its Beneficient (BENF) stake by 2.4% in Q1 2026, buying an estimated $16.3K and bringing the position to 158,027 shares worth $553K. The position accounts for ﹤0.01% of the portfolio, ranked #3550.

Geode Capital Management first reported a position in BENF in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.65M in Q3 2023. 14 funds tracked by Wall St. Rank hold BENF as of Q1 2026.

  • Geode Capital Management held 158,027 shares of Beneficient worth $553K as of Q1 2026.
  • Geode Capital Management bought 3,770 Beneficient shares in Q1 2026, an estimated $16.3K.
  • Beneficient made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #3550 holding.
  • Geode Capital Management first reported a position in Beneficient in Q3 2023 and has held it in 11 quarters since.
  • Geode Capital Management's Beneficient position peaked at $1.65M in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Beneficient as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.