ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Position in BEN — Franklin Resources Inc
CIK 1018561
Reston, VA
Position in BEN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,088,960
+$518,254 QoQ
Shares Held
32,731
+35.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#260
of 662 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026ACORN FINANCIAL ADVISORY SERVICES INC /ADV holds $2,178,997 across 3 Asset Management names. BEN ranks #1 (50.0% of the industry book) .
All Filings in BEN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,088,960 | 32,731 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $570,706 | 24,162 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||