TRCT
BENF icon

Tower Research Capital (TRC)’s Beneficient BENF Stock Holding History

Tower Research Capital (TRC)’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 		– Sell
-796
Closed -$2.79K – 5226
2026
Q1 		$2.79K Sell
796
-3,142
-80% -$13.6K ﹤0.01% 4413
2025
Q4 		$27.7K Buy
3,938
+3,276
+495% +$17.9K ﹤0.01% 2861
2025
Q3 		$5.04K Sell
662
-5
-0.7% -$15 ﹤0.01% 4270
2025
Q2 		$1.6K Sell
667
-1
-0.1% -$2 ﹤0.01% 4780
2025
Q1 		$1.67K Buy
668
+1
+0.1% +$4 ﹤0.01% 4672
2024
Q4 		$3.97K Sell
667
-2
-0.3% -$17 ﹤0.01% 4557
2024
Q3 		$6.58K Buy
669
+85
+15% +$1.67K ﹤0.01% 4128
2024
Q2 		$10.4K Buy
584
+423
+263% +$13.8K ﹤0.01% 4157
2024
Q1 		$6.9K Buy
161
+146
+973% +$22.4K ﹤0.01% 4300
2023
Q4 		$4.75K Buy
+15
New +$7.08K ﹤0.01% 4919
2023
Q3 		– Sell
-29
Closed -$54.9K – 5949
2023
Q2 		$54.9K Buy
+29
New +$90.1K ﹤0.01% 2511

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

Tower Research Capital (TRC)'s BENF Position: Q2 2026 in Review

Tower Research Capital (TRC) sold out of Beneficient (BENF) in Q2 2026, closing a stake of 796 shares — an estimated $2.79K sold.

Tower Research Capital (TRC) first reported a position in BENF in Q2 2023 and held it in 11 quarters. The position peaked at $54.9K in Q2 2023. 15 funds tracked by Wall St. Rank hold BENF as of Q2 2026.

  • Tower Research Capital (TRC) reported no remaining Beneficient position as of Q2 2026 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 796 Beneficient shares in Q2 2026, an estimated $2.79K.
  • Tower Research Capital (TRC) first reported a position in Beneficient in Q2 2023 and held it in 11 quarters.
  • Tower Research Capital (TRC)'s Beneficient position peaked at $54.9K in Q2 2023.
  • 15 funds tracked by Wall St. Rank held Beneficient as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.