Ownership history in UBS Group AG · 7 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG 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 Q4 | REDUCED | 83 | -8,518 | -99.0% | 0.00% | $583 | $7.03 |
| 2025 Q3 | REDUCED | 8,601 | -47,512 | -84.7% | 0.00% | $8K | $7.61 |
| 2025 Q2 | ADDED | 56,113 | +38,365 | +216.2% | 0.00% | $17K | $2.40 |
| 2025 Q1 | REDUCED | 17,748 | -54,341 | -75.4% | 0.00% | $6K | $2.50 |
As of 2025 Q4 — sorted by position size