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HighPoint Advisor Group’s Beneficient BENF Stock Holding History

HighPoint Advisor Group’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
-7,625
Closed -$58K – 1072
2025
Q3 		$58K Hold
7,625
– – ﹤0.01% 682
2025
Q2 		$18.3K Hold
7,625
– – ﹤0.01% 676
2025
Q1 		$17K Hold
7,625
– – ﹤0.01% 655
2024
Q4 		$42.1K Hold
7,625
– – ﹤0.01% 667
2024
Q3 		$81.7K Buy
+7,625
New +$150K ﹤0.01% 652

Other funds holding BENF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
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

HighPoint Advisor Group's BENF Position: Q4 2025 in Review

HighPoint Advisor Group sold out of Beneficient (BENF) in Q4 2025, closing a stake of 7,625 shares — an estimated $58K sold.

HighPoint Advisor Group first reported a position in BENF in Q3 2024 and held it in 5 quarters. The position peaked at $81.7K in Q3 2024. 13 funds tracked by Wall St. Rank hold BENF as of Q4 2025.

  • HighPoint Advisor Group reported no remaining Beneficient position as of Q4 2025 after selling out during the quarter.
  • HighPoint Advisor Group sold 7,625 Beneficient shares in Q4 2025, an estimated $58K.
  • HighPoint Advisor Group first reported a position in Beneficient in Q3 2024 and held it in 5 quarters.
  • HighPoint Advisor Group's Beneficient position peaked at $81.7K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held Beneficient as of Q4 2025.

Based on HighPoint Advisor Group's 13F filing for Q4 2025, filed 4 Feb 2026.