Position in BEN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$575,371
+$216,017 QoQ
Shares Held
17,294
+13.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#343
of 662 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BRIGHTON JONES LLC holds $20,518,755 across 25 Asset Management names. BEN ranks #11 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,480 | $3,346,228 | |
| 2 | NTRS |
Northern Trust Corp
|
11,170 | $1,941,792 | |
| 3 | BX |
Blackstone Inc.
|
15,209 | $1,789,643 | |
| 4 | KKR |
KKR & Co. Inc.
|
18,078 | $1,659,198 | |
| 5 | IVZ |
Invesco Ltd.
|
58,860 | $1,553,315 | |
| 6 | JHG |
Janus Henderson Group Ltd.
|
27,789 | $1,443,638 | |
| 7 | AMP |
Ameriprise Financial Inc
|
3,001 | $1,376,738 | |
| 8 | PFG |
Principal Financial Group Inc
|
10,045 | $1,082,650 |
All Filings in BEN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,371 | 17,294 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $359,354 | 15,214 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $295,023 | 12,755 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $257,079 | 10,779 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $260,238 | 9,865 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $209,999 | 9,009 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $258,176 | 9,247 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $311,256 | 9,294 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $274,761 | 9,245 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $311,262 | 9,730 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $298,308 | 10,078 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $235,205 | 9,412 | Shares | Sole | 2021-02-10 | |
| 2020-03-31 | $221,409 | 13,266 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||