Position in BENF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$166,048
+$81,915 QoQ
Shares Held
45,122
+87.7% QoQ
Ownership
0.292%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 15 holders
Holding Since
Sep 2023
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BENF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. BENF ranks #434 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
34,842,332 | $4,099,897,196 | |
| 2 | BLK |
BlackRock, Inc.
|
3,487,404 | $3,353,348,182 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,937,664 | $1,057,415,020 | |
| 4 | KKR |
KKR & Co. Inc.
|
9,004,913 | $826,470,907 | |
| 5 | STT |
State Street Corp
|
4,731,988 | $802,545,157 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,743,842 | $800,004,946 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
13,738,306 | $585,114,445 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,487,219 | $503,274,901 |
All Filings in BENF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,048 | 45,122 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $84,133 | 24,038 | Shares | Defined | 2026-05-15 | |
| 2023-09-30 | $647 | 250 | Shares | Defined | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||