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Legacy Wealth Management (Idaho)’s Beneficient BENF Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-300
Closed -$1.05K – 270
2026
Q1 		$1.05K Hold
300
– – ﹤0.01% 869
2025
Q4 		$2.11K Hold
300
– – ﹤0.01% 662
2025
Q3 		$2.28K Hold
300
– – ﹤0.01% 524
2025
Q2 		$721 Hold
300
– – ﹤0.01% 624
2025
Q1 		$751 Sell
300
-10
-3% -$40 ﹤0.01% 666
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

YAG
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 $3.37T AUM 44.26% 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
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Legacy Wealth Management (Idaho)'s BENF Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Beneficient (BENF) in Q2 2026, closing a stake of 300 shares — an estimated $1.05K sold.

Legacy Wealth Management (Idaho) first reported a position in BENF in Q3 2024 and held it in 7 quarters. The position peaked at $3.1K in Q3 2024. 15 funds tracked by Wall St. Rank hold BENF as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Beneficient position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 300 Beneficient shares in Q2 2026, an estimated $1.05K.
  • Legacy Wealth Management (Idaho) first reported a position in Beneficient in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Beneficient position peaked at $3.1K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held Beneficient as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.