UBS Group
BENF icon

UBS Group’s Beneficient BENF Stock Holding History

UBS 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 		$15.7K Sell
4,271
-1,717
-29% -$5.97K ﹤0.01% 8303
2026
Q1 		$21K Buy
5,988
+5,905
+7,114% +$25.6K ﹤0.01% 7898
2025
Q4 		$583 Sell
83
-992
-92% -$5.43K ﹤0.01% 9883
2025
Q3 		$8.18K Sell
1,075
-5,939
-85% -$17.4K ﹤0.01% 8678
2025
Q2 		$16.8K Buy
7,014
+4,795
+216% +$11.6K ﹤0.01% 8552
2025
Q1 		$5.55K Sell
2,219
-6,792
-75% -$27.4K ﹤0.01% 8979
2024
Q4 		$53.7K Buy
9,011
+7,824
+659% +$67.5K ﹤0.01% 7257
2024
Q3 		$11.7K Sell
1,187
-263
-18% -$5.17K ﹤0.01% 7668
2024
Q2 		$25.7K Buy
1,450
+1,440
+14,400% +$46.9K ﹤0.01% 7142
2024
Q1 		$430 Buy
+10
New +$1.54K ﹤0.01% 8564
2023
Q3 		– Hold
0
– -$672 – 9460
2023
Q2 		– Hold
0
– – – 8139

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

UBS Group's BENF Position: Q2 2026 in Review

UBS Group reduced its Beneficient (BENF) stake by 29% in Q2 2026, selling an estimated $5.97K and leaving 4,271 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #8303.

UBS Group first reported a position in BENF in Q1 2024 and has held it in 10 quarters since. The position peaked at $53.7K in Q4 2024. 15 funds tracked by Wall St. Rank hold BENF as of Q2 2026.

  • UBS Group held 4,271 shares of Beneficient worth $15.7K as of Q2 2026.
  • UBS Group sold 1,717 Beneficient shares in Q2 2026, an estimated $5.97K.
  • Beneficient made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8303 holding.
  • UBS Group first reported a position in Beneficient in Q1 2024 and has held it in 10 quarters since.
  • UBS Group's Beneficient position peaked at $53.7K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Beneficient as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.