YAG
BENF icon

Yorkville Advisors Global’s Beneficient BENF Stock Holding History

Yorkville Advisors Global’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 		$1.03M Buy
+280,631
New +$976K 1.2% 12

Other funds holding BENF

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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Yorkville Advisors Global's BENF Position: Q2 2026 in Review

Yorkville Advisors Global opened a new position in Beneficient (BENF) in Q2 2026: 280,631 shares worth $1.03M. The stake represents 1.2% of the portfolio and ranks #12 among its holdings.

15 funds tracked by Wall St. Rank hold BENF as of Q2 2026.

  • Yorkville Advisors Global held 280,631 shares of Beneficient worth $1.03M as of Q2 2026.
  • Beneficient was a new Yorkville Advisors Global position in Q2 2026.
  • Beneficient made up 1.2% of Yorkville Advisors Global's portfolio in Q2 2026, its #12 holding.
  • 15 funds tracked by Wall St. Rank held Beneficient as of Q2 2026.

Based on Yorkville Advisors Global's 13F filing for Q2 2026, filed 6 Aug 2026.