TRCT
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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
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

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Tower Research Capital (TRC)'s BENF Position: Q1 2026 in Review

Tower Research Capital (TRC) reduced its Beneficient (BENF) stake by 80% in Q1 2026, selling an estimated $13.6K and leaving 796 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #4413.

Tower Research Capital (TRC) first reported a position in BENF in Q2 2023 and has held it in 11 quarters since. The position peaked at $54.9K in Q2 2023. 14 funds tracked by Wall St. Rank hold BENF as of Q1 2026.

  • Tower Research Capital (TRC) held 796 shares of Beneficient worth $2.79K as of Q1 2026.
  • Tower Research Capital (TRC) sold 3,142 Beneficient shares in Q1 2026, an estimated $13.6K.
  • Beneficient made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #4413 holding.
  • Tower Research Capital (TRC) first reported a position in Beneficient in Q2 2023 and has held it in 11 quarters since.
  • Tower Research Capital (TRC)'s Beneficient position peaked at $54.9K in Q2 2023.
  • 14 funds tracked by Wall St. Rank held Beneficient as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.