BENJAMIN EDWARDS INC
All 13F Filings
- Location
- Clayton, MO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 9,037,491
- Description
- Clayton Missouri based relationship driven wealth allocation platform with an incorporated management platform and a pragmatic and allocation disciplined investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for private client and family mandates. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through investment policy adherence and governance clarity.
- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/2/2026 | 1,311 | 9,037,491 | 13F-HR | BENJAMIN EDWARDS INC |
| Q3 2025 | 10/23/2025 | 1,296 | 8,848,130 | 13F-HR | BENJAMIN EDWARDS INC |
| Q2 2025 | 8/14/2025 | 1,149 | 7,854,199 | 13F-HR | BENJAMIN EDWARDS INC |
| Q1 2025 | 5/12/2025 | 1,077 | 7,160,944 | 13F-HR | BENJAMIN EDWARDS INC |
| Q4 2024 | 2/14/2025 | 1,104 | 6,993,703 | 13F-HR | BENJAMIN EDWARDS INC |
| Q3 2024 | 11/14/2024 | 1,082 | 6,871,736 | 13F-HR | BENJAMIN EDWARDS INC |
| Q2 2024 | 8/12/2024 | 722 | 519,721 | 13F-HR | BENJAMIN EDWARDS INC |
| Q1 2024 | 4/29/2024 | 716 | 503,229 | 13F-HR | BENJAMIN EDWARDS INC |
| Q4 2023 | 2/6/2024 | 646 | 458,763 | 13F-HR | BENJAMIN EDWARDS INC |
| Q3 2023 | 11/13/2023 | 645 | 422,356 | 13F-HR | BENJAMIN EDWARDS INC |
| Q2 2023 | 8/15/2023 | 680 | 430,631 | 13F-HR | BENJAMIN EDWARDS INC |
| Q1 2023 | 4/27/2023 | 706 | 409,827 | 13F-HR | BENJAMIN EDWARDS INC |
| Q4 2022 | 2/7/2023 | 733 | 380,347 | 13F-HR | BENJAMIN EDWARDS INC |
| Q3 2022 | 10/28/2022 | 717 | 333,095 | 13F-HR | BENJAMIN EDWARDS INC |
| Q2 2022 | 8/12/2022 | 716 | 340,361 | 13F-HR | BENJAMIN EDWARDS INC |
| Q1 2022 | 5/4/2022 | 690 | 344,011 | 13F-HR | BENJAMIN EDWARDS INC |
| Q4 2021 | 2/7/2022 | 718 | 308,811 | 13F-HR | BENJAMIN EDWARDS INC |
| Q3 2021 | 11/2/2021 | 539 | 164,440 | 13F-HR | BENJAMIN EDWARDS INC |
| Q2 2021 | 8/11/2021 | 406 | 145,615 | 13F-HR | BENJAMIN EDWARDS INC |
| Q1 2021 | 5/14/2021 | 376 | 131,570 | 13F-HR | BENJAMIN EDWARDS INC |
| Q4 2020 | 2/16/2021 | 370 | 128,931 | 13F-HR | BENJAMIN EDWARDS INC |
| Q3 2020 | 11/16/2020 | 354 | 121,072 | 13F-HR | BENJAMIN EDWARDS INC |
| Q2 2020 | 8/14/2020 | 369 | 119,884 | 13F-HR | BENJAMIN EDWARDS INC |
| Q1 2020 | 5/7/2020 | 362 | 96,351 | 13F-HR | BENJAMIN EDWARDS INC |
| Q4 2019 | 2/6/2020 | 276 | 49,020 | 13F-HR | BENJAMIN EDWARDS INC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
3.646 K
(0.0% of total reported value)
· QoQ Δ:
+2.002 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.022 M | 88.8% | 320.4 K | 0 | 320.4 K |
| ETFs | 812.1 K | 9.0% | 0 | 142.8 K | -142.8 K |
| Debt | 161.5 K | 1.8% | 9.731 K | 0 | 9.731 K |
| Other | 37.16 K | 0.4% | 47 | 0 | 47 |
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Fund Snapshot
Q4 2025
Latest filed
2/2/2026
Total value ($000)
9,037,491
Holdings
1311
QoQ value change ($000)
189,361
(2.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.