RIA Advisory Group »

Beneficient shares owned by RIA Advisory Group

Quarter-by-quarter ownership of Beneficient (BENF) shares owned by RIA Advisory Group from 13F filings

Historical chart of RIA Advisory Group investment in Beneficient

Tip: Access up to 7 years of quarterly data

All positions including Beneficient held by RIA Advisory Group 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 RIA Advisory Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $334k 245k 1.36

More positions owned by RIA Advisory Group

Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Ishares Tr 0-3 Mth Treasury (SGOV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Ishares Silver Tr Ishares (SLV)
Space Exploration Techn Corp Class A Com Stk (SPCX)
Sprott Asset Management Physical Silver (PSLV)
Kodiak Sciences (KOD)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Coca-Cola Company (KO)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Visa Com Cl A (V)
Amazon (AMZN)

View all positions for RIA Advisory Group

Top funds holding Beneficient

Yorkville Advisors Global
RIA Advisory Group
Geode Capital Management
Vanguard Capital Management
Vanguard Fiduciary Trust
State Street Corporation
BlackRock
T3 Companies
Northern Trust
Ausdal Financial Partners
Vanguard Global Advisers
UBS Group
Barclays
Newbridge Financial Services Group
SBI Securities

View all funds holding Beneficient