STATE STREET CORP BENF — BENEFICIENT

Ownership history in STATE STREET CORP  ·  7 quarters on record

AI Ownership Summary

STATE STREET CORP reported BENEFICIENT (BENF) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows BENF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BENF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STATE STREET CORP's position in BENEFICIENT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BENF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BENF stock page STATE STREET CORP fund profile STATE STREET CORP full holdings
How STATE STREET CORP held BENF — position size vs. price
% of Fund (quarterly)    BENF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 51,845 +28,802 +125.0% 0.00% $181K 2026-05-15 $3.66
2025 Q4 REDUCED 61.3% -50.2% ✅ 23,043 -36,511 -61.3% 0.00% $162K 2026-02-13 $4.14
2025 Q3 UNCHANGED — — — 59,554 — 0% 0.00% $57K 2025-11-14 $4.08
2025 Q2 UNCHANGED — — — 59,554 — 0% 0.00% $18K 2025-08-14 $2.45
2025 Q1 UNCHANGED — — — 59,554 — 0% 0.00% $19K 2025-05-15 $2.55
2024 Q4 UNCHANGED — — — 59,554 — 0% 0.00% $44K 2025-02-14 $4.44
2024 Q3 INITIATED — — — 59,554 — — 0.00% $73K 2024-11-14 $10.00

🏢 Other funds also holding BENF

As of 2026 Q1 — sorted by position size

Ausdal Financial Partners, Inc. 3Y 7Y 0.0% Legacy Wealth Managment, LLC/ID 0.0% Tower Research Capital LLC (TRC) 3Y 7Y 0.0% VANGUARD FIDUCIARY TRUST CO 0.0% GEODE CAPITAL MANAGEMENT, LLC 3Y 7Y 0.0% NORTHERN TRUST CORP 3Y 7Y 0.0% NFSG Corp 3Y 0.0% VANGUARD CAPITAL MANAGEMENT LLC 0.0% MORGAN STANLEY 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0%

FAQ About STATE STREET CORP and BENF

These are the practical questions this page is built to answer before you even open the full history table.

How long has STATE STREET CORP reported owning BENF?

STATE STREET CORP reported BENF across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported BENF position in STATE STREET CORP's portfolio?

The largest reported portfolio weight for BENF was 0.00% in 2026 Q1.

What is the latest reported BENF position on this page?

The most recent filing on this page is 2026 Q1, when STATE STREET CORP reported 51,845 shares, equal to 0.00% of portfolio, with an estimated market value of $181K.

What does the chart on this BENF ownership page compare?

The chart compares STATE STREET CORP's quarterly BENF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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