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Newbridge Financial Services Group’s Beneficient BENF Stock Holding History

Newbridge Financial Services Group’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 		$88 Hold
24
– – ﹤0.01% 1201
2026
Q1 		$84 Buy
+24
New +$104 ﹤0.01% 1153
2025
Q4 		– Sell
-24
Closed -$179 – 1215
2025
Q3 		$179 Hold
24
– – ﹤0.01% 1251
2025
Q2 		$56 Hold
24
– – ﹤0.01% 1292
2025
Q1 		$59 Hold
24
– – ﹤0.01% 1020
2024
Q4 		$140 Hold
24
– – ﹤0.01% 1097
2024
Q3 		$231 Sell
24
-14
-37% -$275 ﹤0.01% 628
2024
Q2 		$670 Sell
38
-1
-3% -$33 ﹤0.01% 1011
2024
Q1 		$1.68K Sell
39
-66
-63% -$10.1K ﹤0.01% 1008
2023
Q4 		$32.6K Sell
105
-45
-30% -$21.2K 0.02% 494
2023
Q3 		$249K Buy
+150
New +$235K 0.13% 163

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

Newbridge Financial Services Group's BENF Position: Q2 2026 in Review

Newbridge Financial Services Group held its Beneficient (BENF) position steady in Q2 2026 at 24 shares worth $88. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Newbridge Financial Services Group first reported a position in BENF in Q3 2023 and has held it in 11 quarters since. The position peaked at $249K in Q3 2023. 15 funds tracked by Wall St. Rank hold BENF as of Q2 2026.

  • Newbridge Financial Services Group held 24 shares of Beneficient worth $88 as of Q2 2026.
  • Newbridge Financial Services Group left its Beneficient share count unchanged in Q2 2026.
  • Beneficient made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1201 holding.
  • Newbridge Financial Services Group first reported a position in Beneficient in Q3 2023 and has held it in 11 quarters since.
  • Newbridge Financial Services Group's Beneficient position peaked at $249K in Q3 2023.
  • 15 funds tracked by Wall St. Rank held Beneficient as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.