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
Q2 		$166K Buy
45,122
+21,084
+88% +$73.3K ﹤0.01% 6038
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

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley's BENF Position: Q2 2026 in Review

Morgan Stanley increased its Beneficient (BENF) stake by 88% in Q2 2026, buying an estimated $73.3K and bringing the position to 45,122 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #6038.

Morgan Stanley first reported a position in BENF in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold BENF as of Q2 2026.

  • Morgan Stanley held 45,122 shares of Beneficient worth $166K as of Q2 2026.
  • Morgan Stanley bought 21,084 Beneficient shares in Q2 2026, an estimated $73.3K.
  • Beneficient made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6038 holding.
  • Morgan Stanley first reported a position in Beneficient in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Beneficient as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.