BENF — BENEFICIENT

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in BENEFICIENT (BENF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 21,212 -2,937 -12.2% 0.00% $20K $7.61
2025 Q2 UNCHANGED 24,149 — 0% 0.00% $7K $2.40
2025 Q1 UNCHANGED 24,149 — 0% 0.00% $8K $2.50
2024 Q4 ADDED 24,149 +10,000 +70.7% 0.00% $18K $5.96
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BENF price (monthly, adj. close)

Other funds also holding BENF

As of 2025 Q4 — sorted by position size

Global Assets Advisory, LLC 3Y 0.04% Ausdal Financial Partners, Inc. 3Y 7Y 0.0% Legacy Wealth Managment, LLC/ID 0.0% Tower Research Capital LLC (TRC) 3Y 7Y 0.0% GEODE CAPITAL MANAGEMENT, LLC 3Y 7Y 0.0% VANGUARD GROUP INC 3Y 7Y 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0% BlackRock, Inc. 0.0% UBS Group AG 3Y 7Y 0.0% BANK OF AMERICA CORP /DE/ 3Y 7Y 0.0%
← Back to COMMONWEALTH EQUITY SERVICES, LLC Holdings