Benjamin Edwards Inc. Discloses Nearly $8.85 Billion in Assets
The firm filed its latest quarterly portfolio update, showing a robust investment footprint through multiple affiliated managers.
October 24, 2025
Benjamin Edwards Reports Expansive Equity Portfolio in Q3 2025
Benjamin Edwards Inc. has released its latest quarterly portfolio disclosure, reporting $8.85 billion in equity holdings as of September 30, 2025. The filing reflects activity across 1,926 positions—spanning a broad range of securities—and offers a snapshot of the firm’s investment strategy as it stood at the close of Q3.
This report, submitted to the SEC under regulatory Form 13F, gives a detailed view of how the firm allocates capital in public equity markets. Alongside Benjamin Edwards Inc., two affiliated managers— Benjamin F. Edwards & Company, Inc. and Benjamin F. Edwards Wealth Management, LLC —are listed as contributing to the holdings data. Together, these entities make up the investment group reflected in the report.
What stands out is the scale: nearly two thousand separate equity positions and a portfolio value that pushes just under $9 billion. That level of activity suggests a carefully managed structure with diversified exposure across the market. These filings serve a regulatory purpose, but they also give investors and industry watchers a clear picture of how institutional managers are positioning their portfolios.
Christopher M. Keller, EVP and Director of Business Services, signed off on the report on behalf of the firm, confirming its completeness and accuracy. The report was officially filed from the firm’s headquarters in Saint Louis, Missouri, on October 21.
For anyone tracking institutional equity flows, this update from Benjamin Edwards offers timely insight. It’s not a look into strategy per se—but it does show how capital was being allocated at quarter-end, and which affiliated entities are managing those positions. That makes it a useful reference point for understanding how firms of this scale operate across multiple management platforms.
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