Northern Trust
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Northern Trust’s Beneficient BENF Stock Holding History

Northern Trust’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 		$110K Buy
31,411
+14,156
+82% +$61.4K ﹤0.01% 4079
2025
Q4 		$121K Buy
+17,255
New +$94.4K ﹤0.01% 4097
2024
Q2 		– Sell
-253
Closed -$10.9K – 4419
2024
Q1 		$10.9K Hold
253
– – ﹤0.01% 4381
2023
Q4 		$78.8K Buy
253
+75
+42% +$35.4K ﹤0.01% 4157
2023
Q3 		$295K Buy
+178
New +$279K ﹤0.01% 3675

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

Northern Trust's BENF Position: Q1 2026 in Review

Northern Trust increased its Beneficient (BENF) stake by 82% in Q1 2026, buying an estimated $61.4K and bringing the position to 31,411 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #4079.

Northern Trust first reported a position in BENF in Q3 2023 and has held it in 5 quarters since. The position peaked at $295K in Q3 2023. 14 funds tracked by Wall St. Rank hold BENF as of Q1 2026.

  • Northern Trust held 31,411 shares of Beneficient worth $110K as of Q1 2026.
  • Northern Trust bought 14,156 Beneficient shares in Q1 2026, an estimated $61.4K.
  • Beneficient made up ﹤0.01% of Northern Trust's portfolio in Q1 2026, its #4079 holding.
  • Northern Trust first reported a position in Beneficient in Q3 2023 and has held it in 5 quarters since.
  • Northern Trust's Beneficient position peaked at $295K in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Beneficient as of Q1 2026.

Based on Northern Trust's 13F filing for Q1 2026, filed 14 May 2026.