UBS Group AG
- SEC CIK
- 0001610520
- Latest filing
- Aug 13, 2026
BENFW holding history
Beneficient in every 13F filed by UBS Group AG, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BENFW overviewAll 13F holders of BENFWFull Q2 2026 holdings
- Shares (Q2 2026)
- 97,258
- Value
- $875
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 97,258 | $875 | <0.1% | +97,258 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −1,910−100.0% | Sold out | Holders |
| Q3 2025 | 1,910 | $27 | <0.1% | +1,910 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −2,318−100.0% | Sold out | Holders |
| Q3 2024 | 2,318 | $21 | <0.1% | +2,318 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −10,816−100.0% | Sold out | Holders |
| Q1 2024 | 10,816 | $76 | <0.1% | +10,816 | New | Holders |