Position in BEN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$993,408
+$92,353 QoQ
Shares Held
29,859
-21.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#274
of 662 holders
Holding Since
Mar 2020
15 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, 2026PRAXIS INVESTMENT MANAGEMENT INC holds $12,452,469 across 16 Asset Management names. BEN ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,332 | $3,203,917 | |
| 2 | NTRS |
Northern Trust Corp
|
10,217 | $1,776,123 | |
| 3 | STT |
State Street Corp
|
8,990 | $1,524,704 | |
| 4 | PFG |
Principal Financial Group Inc
|
9,570 | $1,031,454 | |
| 5 | BEN |
Franklin Resources Inc
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|
29,859 | $993,408 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,540 | $706,490 | |
| 7 | EQH |
Equitable Holdings, Inc.
|
12,284 | $539,021 | |
| 8 | RJF |
Raymond James Financial Inc
|
2,691 | $409,112 |
All Filings in BEN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $993,408 | 29,859 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $901,055 | 38,148 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $911,355 | 38,148 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $882,363 | 38,148 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $1,008,139 | 42,270 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $293,755 | 15,260 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $309,625 | 15,260 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $918,034 | 45,560 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $546,010 | 24,430 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $686,727 | 24,430 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $727,769 | 24,430 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $600,489 | 24,430 | Shares | Sole | 2023-10-16 | |
| 2020-09-30 | $442,409 | 21,740 | Shares | Sole | 2021-02-01 | |
| 2020-06-30 | $597,645 | 28,500 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $475,665 | 28,500 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||