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Beneficient shares owned by BFC Planning

Quarter-by-quarter ownership of Beneficient (BENF) shares owned by BFC Planning from 13F filings

Historical chart of BFC Planning investment in Beneficient

Tip: Access up to 7 years of quarterly data

All positions including Beneficient held by BFC Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Beneficient by BFC Planning

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$471	128	3.68
2026-03-31	$438	125	3.50
2025-12-31	$879	125	7.03

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Top funds holding Beneficient

Yorkville Advisors Global

RIA Advisory Group

Geode Capital Management

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State Street Corporation

Ausdal Financial Partners

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View all funds holding Beneficient

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