First seen by DFX
Sep 12, 2026
date not stated
Benefit Financial Services Group found on the SEC adviser roster (client_description)
Bfsg, LLC reported $1,056,328,030 across 751 13(f) positions for the quarter ended 2026-03-31
Bfsg, LLC increased Netflix Inc. 34,026 -> 51,024 shares ($3,190,278 -> $4,905,958)
Bfsg, LLC opened a $3,652,775 position in Pembina Pipeline Corp (81,608 shares)
Bfsg, LLC exited Ishares Tr (was $6,085,813, 158,940 shares)
Bfsg, LLC increased Palantir Technologies Inc 22,416 -> 34,442 shares ($3,984,444 -> $5,038,176)
Bfsg, LLC exited Ishares Inc (was $5,756,197, 71,293 shares)
Bfsg, LLC increased Salesforce Inc 10,557 -> 15,217 shares ($2,796,719 -> $2,840,587)
Bfsg, LLC exited Potlatchdeltic Corporation (was $3,954,969, 99,421 shares)
Bfsg, LLC opened a $2,390,580 position in Natures Sunshine Prods Inc (99,649 shares)
Bfsg, LLC increased Vanguard Scottsdale Fds 32,326 -> 50,943 shares ($2,509,795 -> $3,913,938)
Bfsg, LLC exited Texas Roadhouse Inc (was $4,983,818, 30,023 shares)
Bfsg, LLC reduced Great Lakes Dredge & Dock Co 171,696 -> 275 shares ($2,252,652 -> $4,675)
Bfsg, LLC increased Palo Alto Networks Inc 22,640 -> 34,672 shares ($4,170,196 -> $5,558,535)
Bfsg, LLC reduced AIR Products and Chemicals I 30,421 -> 280 shares ($7,514,596 -> $81,338)
Bfsg, LLC increased Rayonier Inc 78,219 -> 259,210 shares ($1,693,438 -> $5,344,912)
Bfsg, LLC opened a $5,198,270 position in American Intl Group Inc (69,080 shares)
Bfsg, LLC increased Uber Technologies Inc 27,227 -> 37,526 shares ($2,224,719 -> $2,699,246)
Bfsg, LLC reduced Vanguard Bd Index Fds 55,294 -> 28,469 shares ($4,357,731 -> $2,232,222)
Bfsg, LLC increased Enterprise Prods Partners L 1,308 -> 101,709 shares ($41,935 -> $3,848,669)
Bfsg, LLC increased Freeport Mcmoran Inc 74,230 -> 121,577 shares ($3,770,142 -> $7,146,297)
Bfsg, LLC increased GE Vernova Inc 127 -> 2,700 shares ($83,010 -> $2,356,562)
Bfsg, LLC opened a $5,675,237 position in Plains All Amern Pipeline L (254,153 shares)
Bfsg, LLC increased International Business Machs 7,329 -> 9,235 shares ($2,170,924 -> $2,238,472)
Bfsg, LLC reduced Sony Group Corp 285,366 -> 333 shares ($7,305,370 -> $6,894)
Bfsg, LLC reported $1,030,151,464 across 719 13(f) positions for the quarter ended 2025-12-31
Bfsg, LLC increased BP Plc 19,784 -> 96,958 shares ($681,748 -> $3,367,342)
Bfsg, LLC increased AIR Prods & Chems Inc 280 -> 30,421 shares ($76,362 -> $7,514,596)
Bfsg, LLC reduced Ishares Tr 23,397 -> 1,762 shares ($2,042,793 -> $157,629)
Bfsg, LLC reduced Chipotle Mexican Grill Inc 54,037 -> 71 shares ($2,117,711 -> $2,618)
Bfsg, LLC reduced Ishares Tr 15,357 -> 754 shares ($3,715,730 -> $185,554)
Bfsg, LLC reduced Enterprise Prods Partners L 180,554 -> 1,308 shares ($5,645,924 -> $41,935)
Bfsg, LLC opened a $7,714,556 position in Totalenergies Se (117,924 shares)
Bfsg, LLC opened a $7,255,160 position in Textron Inc (83,230 shares)
Bfsg, LLC opened a $7,240,855 position in Pentair Plc (69,530 shares)
Bfsg, LLC reduced Novo-Nordisk a S 123,964 -> 49,290 shares ($6,878,756 -> $2,507,863)
Bfsg, LLC reduced Marvell Technology Inc 147,133 -> 73,905 shares ($12,369,483 -> $6,280,418)
Bfsg, LLC opened a $3,669,620 position in Eversource Energy (54,502 shares)
Bfsg, LLC reduced Warner Bros Discovery Inc 134,784 -> 21,534 shares ($2,632,322 -> $620,610)
Bfsg, LLC increased Ishares Tr 117,069 -> 158,940 shares ($4,816,219 -> $6,085,813)