Stifel Financial
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Stifel Financial’s Beneficient BENF Stock Holding History

Stifel Financial’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
2025
Q3 		– Sell
-18,113
Closed -$43.5K – 3546
2025
Q2 		$43.5K Hold
18,113
– – ﹤0.01% 3420
2025
Q1 		$45.3K Buy
18,113
+9,050
+100% +$36.5K ﹤0.01% 3361
2024
Q4 		$54K Buy
9,063
+6,025
+198% +$52K ﹤0.01% 3310
2024
Q3 		$29.9K Buy
3,038
+1,763
+138% +$34.7K ﹤0.01% 3327
2024
Q2 		$22.6K Buy
1,275
+1,044
+452% +$34K ﹤0.01% 3320
2024
Q1 		$9.92K Buy
231
+93
+67% +$14.3K ﹤0.01% 3328
2023
Q4 		$42.8K Buy
+138
New +$65.1K ﹤0.01% 3234

Other funds holding BENF

AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Stifel Financial's BENF Position: Q3 2025 in Review

Stifel Financial sold out of Beneficient (BENF) in Q3 2025, closing a stake of 18,113 shares — an estimated $43.5K sold.

Stifel Financial first reported a position in BENF in Q4 2023 and held it in 7 quarters. The position peaked at $54K in Q4 2024. 19 funds tracked by Wall St. Rank hold BENF as of Q3 2025.

  • Stifel Financial reported no remaining Beneficient position as of Q3 2025 after selling out during the quarter.
  • Stifel Financial sold 18,113 Beneficient shares in Q3 2025, an estimated $43.5K.
  • Stifel Financial first reported a position in Beneficient in Q4 2023 and held it in 7 quarters.
  • Stifel Financial's Beneficient position peaked at $54K in Q4 2024.
  • 19 funds tracked by Wall St. Rank held Beneficient as of Q3 2025.

Based on Stifel Financial's 13F filing for Q3 2025, filed 12 Nov 2025.