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The company

Beneficient

BENF · Nasdaq

FinancialsConsumer & Specialty FinanceNot moving yet

BENF stood above a rising 150-day average in 17 of the last 52 weekly readings, and has been out of that trend for the last 33 weeks. It is 63.1% below that average now. Consumer & Specialty Finance: 21% of its 80 stocks in an uptrend (−6 points in four weeks); Financials: 46% (−11 points in four weeks).

SEC filings

Statistics

Rotation: Not moving yet
Weeks in an uptrend: out for 33
Industry in uptrend: 21% -6 in 4 wk
Insider buys, 12 months: $70K
Insider sales, 12 months: $0
Officials’ trades on record: 0
Institutions holding: 15 (+1)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 17 of 52 weeks.

17 Apr – 16 Oct

Consumer & Specialty Finance: A minority of its stocks are in an uptrend and the share has been slipping. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months3

Sale orders, 12 months0

Buyers · sellers3 · 0

Who	Did	Shares	Traded
James G. SilkChief Executive Officer	bought	9,434at $1.06	15 Sep 2026filed 17 Sep 2026
Derek L. FletcherDirector, Officer	bought	4,717at $1.06	15 Sep 2026filed 17 Sep 2026
Peter T. Cangany, Jr.Director	bought	18,868at $1.06	15 Sep 2026filed 17 Sep 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders15+1 on the quarter

New · exited3 · 2

Reported value$3.2M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
Yorkville Advisors Global, LPnew · filed 6 Aug 2026	280,631$1.0M	+280,631
GEODE CAPITAL MANAGEMENT, LLCreduced · filed 12 Aug 2026	154,649$569K	-3,378−2.1%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026	153,491$565K	+3,491+2.3%
VANGUARD FIDUCIARY TRUST COadded · filed 13 Aug 2026	72,070$265K	+559+0.8%
STATE STREET CORPadded · filed 7 Aug 2026	66,345$244K	+14,500+28.0%
BlackRock, Inc.added · filed 7 Aug 2026	49,528$182K	+4,205+9.3%
MORGAN STANLEYadded · filed 13 Aug 2026	45,122$166K	+21,084+87.7%
NORTHERN TRUST CORPunchanged · filed 13 Aug 2026	31,411$116K	00.0%
Ausdal Financial Partners, Inc.added · filed 14 Aug 2026	13,817$51K	+2,000+16.9%
Vanguard Global Advisers, LLCunchanged · filed 13 Aug 2026	8,750$32K	00.0%