Morgan Stanley
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Morgan Stanley’s Beneficient BENF Stock Holding History

Morgan Stanley’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 		$84.1K Buy
+24,038
New +$104K ﹤0.01% 6233
2023
Q4 		– Hold
0
– -$648 – 7831
2023
Q3 		– Hold
0
– – – 7281

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
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
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley's BENF Position: Q1 2026 in Review

Morgan Stanley opened a new position in Beneficient (BENF) in Q1 2026: 24,038 shares worth $84.1K. The stake represents ﹤0.01% of the portfolio and ranks #6233 among its holdings.

14 funds tracked by Wall St. Rank hold BENF as of Q1 2026.

  • Morgan Stanley held 24,038 shares of Beneficient worth $84.1K as of Q1 2026.
  • Beneficient was a new Morgan Stanley position in Q1 2026.
  • Beneficient made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6233 holding.
  • 14 funds tracked by Wall St. Rank held Beneficient as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.