LWMI
BENF icon

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
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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

Legacy Wealth Management (Idaho)'s BENF Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Beneficient (BENF) position steady in Q1 2026 at 300 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Legacy Wealth Management (Idaho) first reported a position in BENF in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.1K in Q3 2024. 14 funds tracked by Wall St. Rank hold BENF as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 300 shares of Beneficient worth $1.05K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Beneficient share count unchanged in Q1 2026.
  • Beneficient made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #869 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Beneficient in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Beneficient position peaked at $3.1K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held Beneficient as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.