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BENFW — BENEFICIENT

Reported value held$796.07K
Funds holding (latest)7
SectorFinancials
Funds holding (Q2 2026)4
Institutional value$5.35K · 563.98K sh
New / Add / Cut / Exit1 / 0 / 0 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +13.0% (+64.94K sh)
Institutional value change Down -22.6%

As of Q2 2026, 4 SEC-registered investment managers reported holding BENFW (BENEFICIENT) in their latest 13F filings, with a combined reported value of $5.35K across 563.98K shares. That is +13.0% by share count (+64.94K shares) versus the previous quarter, while reported value moved -22.6%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

BENFW is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 4 funds

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 379.73K $3.53K 0.00% Hold
UBS Group AG history 97.26K $875 0.00% New
Millennium Management history 67.50K $729 0.00% Hold
D. E. Shaw & Co history 19.50K $211 0.00% Hold

Q1 2026 — 4 funds

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 379.73K $5.32K 0.00% Hold
Millennium Management history 67.50K $945 0.00% Hold
Citadel Advisors history 32.32K $404 0.00% New
D. E. Shaw & Co history 19.50K $244 0.00% Hold

Q4 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 379.73K $4.03K 0.00% Hold
Millennium Management history 67.50K $716 0.00% Hold
D. E. Shaw & Co history 19.50K $207 0.00% Hold

Q3 2025 — 5 funds

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 379.73K $5.47K 0.00% Hold
Millennium Management history 67.50K $972 0.00% Hold
D. E. Shaw & Co history 19.50K $283 0.00% Hold
Citadel Advisors history 15.65K $227 0.00% Reduce
UBS Group AG history 1.91K $27 0.00% New

Q2 2025 — 4 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 605.34K $3.27K 0.00% Reduce
Goldman Sachs Group history 379.73K $2.62K 0.00% Hold
Millennium Management history 67.50K $466 0.00% Hold
D. E. Shaw & Co history 19.50K $105 0.00% Hold

Q1 2025 — 4 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 629.27K $4.72K 0.00% Reduce
Goldman Sachs Group history 379.73K $2.77K 0.00% Hold
Millennium Management history 67.50K $493 0.00% Hold
D. E. Shaw & Co history 19.50K $146 0.00% Hold

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 7 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
Goldman Sachs Group 379.73K 379.73K 379.73K 379.73K 379.73K 379.73K 379.73K 379.73K 379.73K 379.73K 379.73K 379.73K 379.73K
UBS Group AG 97.26K — — 1.91K — — — 2.32K — 10.82K — — —
Millennium Management 67.50K 67.50K 67.50K 67.50K 67.50K 67.50K 67.50K 67.50K 67.50K 67.50K 67.50K 67.50K 67.50K
D. E. Shaw & Co 19.50K 19.50K 19.50K 19.50K 19.50K 19.50K 19.50K 19.50K 19.50K 19.50K 19.50K 19.50K 19.50K
Citadel Advisors — 32.32K — 15.65K 605.34K 629.27K 635.38K 657.73K 1.31M 905.94K 905.34K — —
Bank of America Corp — — — — — — 100 — — — — — —
Marshall Wace — — — — — — — — — 169.60K 190.27K 215.85K 215.85K

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