BENF
Beneficient
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
0
filed ties
13F top-10 QoQ
—
Top fund weight
—
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
Beneficient
Expected move
InputsNext report
Last report
Largest filed tie
0
filed ties
13F top-10 QoQ
—
Top fund weight
—
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
No other changes.
No other changes.
| Manager | Value | % base | |
|---|---|---|---|
| RIA Advisory | $333,496 | 85.06% | new |
| T3 Companies | $58,521 | 14.93% | new |
| Newbridge Financial Services | $33 | 0.01% | new |
| SBI Securities | $8 | 0.00% | new |
| Manager | Value | % base | |
|---|---|---|---|
| RIA Advisory | $333,496 | 85.06% | new |
| T3 Companies | $58,521 | 14.93% | new |
| Newbridge Financial Services | $33 | 0.01% | new |
| SBI Securities | $8 | 0.00% | new |
Same SIC code · 6
Same SEC industry code: American Express Co, Coinbase Global, Inc., Synchrony Financial and 3 more; no measured co-movers for Beneficient.
Same SIC code · 6
Same SEC industry code: American Express Co, Coinbase Global, Inc., Synchrony Financial and 3 more; no measured co-movers for Beneficient.
Annual filing, covered
10-K parsed · Jun 30 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
No N-PORT holders
13F holdings, covered
13F quarter · Sep 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Jun 30 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
No N-PORT holders
13F holdings, covered
13F quarter · Sep 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
Beneficient
0.68
−0.05 · −6.84%
Beneficient, a technology-enabled financial service company, provides liquidity solutions to participants in the alternative asset industry. It operates AltAccess platform, which provides liquidity, custody, and investment analytics solutions, including AltLiquidity, an online tool that helps to find liquidity solutions for its alternative assets on a cybersecure platform; AltQuote, a quote tool for alternative assets; AltAccess, a secure platform for end-to-end alternative asset transactions; AltCustody to digitize and track its alternative assets; AltData, an investment analytics for its alternative asset data in one place; and AltTrading, a trading solution. The company serves mid-to-high net worth individual investors, small-to-midsize institutional investors, family offices, and fund general partners. The company is based in Dallas, Texas.
Beneficient, a technology-enabled financial service company, provides liquidity solutions to participants in the alternative asset industry. It operates AltAccess platform, which provides liquidity, custody, and investment analytics solutions, including AltLiquidity, an online tool that helps to find liquidity solutions for its alternative assets on a cybersecure platform; AltQuote, a quote tool for alternative assets; AltAccess, a secure platform for end-to-end alternative asset transactions; AltCustody to digitize and track its alternative assets; AltData, an investment analytics for its alternative asset data in one place; and AltTrading, a trading solution. The company serves mid-to-high net worth individual investors, small-to-midsize institutional investors, family offices, and fund general partners. The company is based in Dallas, Texas.
Tall tick = annual report · Source: EDGAR
Expected move
No implied move.