Legacy Wealth Managment »

Beneficient shares owned by Legacy Wealth Managment

Quarter-by-quarter ownership of Beneficient (BENF) shares owned by Legacy Wealth Managment from 13F filings

Historical chart of Legacy Wealth Managment investment in Beneficient

Tip: Access up to 7 years of quarterly data

All positions including Beneficient held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Beneficient by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1k 300 7.03

More positions owned by Legacy Wealth Managment

Streamex Corp Call Call Option (Principal) (STEX)
NeoVo (NEOV)
Simplify Exchange Traded Fun Ancorato Target (XXV)
Ishares Tr Ultra Short Dur (ICSH)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)
Oracle Corporation (ORCL)
First Tr Exchange-traded First Tr Enh New (FTSM)
Eagle Pt Cr (ECC)
Fs Kkr Capital Corp (FSK)
Proshares Tr Bitcoin Etf (BITO)
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)

View all positions for Legacy Wealth Managment

Top funds holding Beneficient

Vanguard Group
Geode Capital Management
BlackRock
State Street Corporation
Jane Street
Global Assets Advisory
Northern Trust
Ausdal Financial Partners
Tower Research Capital
Legacy Wealth Managment
UBS Group

View all funds holding Beneficient