John Overdeck’s Beneficient BENF Stock Holding History

John Overdeck’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	-2,971	Closed	-$22.6K	–	4079
2025 Q3	$22.6K	Buy	+2,971	New	+$8.69K	﹤0.01%	3590

Other funds holding BENF

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GAA

Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return

John Overdeck's BENF Position: Q4 2025 in Review

John Overdeck sold out of Beneficient (BENF) in Q4 2025, closing a stake of 2,971 shares — an estimated $22.6K sold.

John Overdeck first reported a position in BENF in Q3 2025 and held it in 1 quarter. The position peaked at $22.6K in Q3 2025. 13 funds tracked by Wall St. Rank hold BENF as of Q4 2025.

John Overdeck reported no remaining Beneficient position as of Q4 2025 after selling out during the quarter.
John Overdeck sold 2,971 Beneficient shares in Q4 2025, an estimated $22.6K.
John Overdeck first reported a position in Beneficient in Q3 2025 and held it in 1 quarter.
John Overdeck's Beneficient position peaked at $22.6K in Q3 2025.
13 funds tracked by Wall St. Rank held Beneficient as of Q4 2025.

Based on Two Sigma Investments's 13F filing for Q4 2025, filed 17 Feb 2026.