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Legacy Investment Solutions’s Beneficient BENF Stock Holding History

Legacy Investment Solutions’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
Q2 		$721 Buy
+300
New +$728 ﹤0.01% 624
2024
Q4 		$1.49K Hold
310
– – ﹤0.01% 543
2024
Q3 		$3.1K Buy
+310
New +$6.1K ﹤0.01% 440

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
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 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
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Legacy Investment Solutions's BENF Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Beneficient (BENF) in Q2 2025: 300 shares worth $721. The stake represents ﹤0.01% of the portfolio and ranks #624 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in BENF as recently as Q4 2024.

Legacy Investment Solutions first reported a position in BENF in Q3 2024 and has held it in 3 quarters since. The position peaked at $3.1K in Q3 2024. 20 funds tracked by Wall St. Rank hold BENF as of Q2 2025.

  • Legacy Investment Solutions held 300 shares of Beneficient worth $721 as of Q2 2025.
  • Beneficient was a new Legacy Investment Solutions position in Q2 2025.
  • Beneficient made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #624 holding.
  • Legacy Investment Solutions first reported a position in Beneficient in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Beneficient position peaked at $3.1K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held Beneficient as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.