Greenwich Wealth Management LLC

Position in BEN — Franklin Resources Inc

CIK 1439805 GREENWICH, CT

Position in BEN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,785,057

+$1,397,099 QoQ

Shares Held

143,825

+0.3% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#126

of 662 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Greenwich Wealth Management LLC holds $10,923,939 across 3 Asset Management names. BEN ranks #2 (43.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	40,926	$4,815,762
2	BEN	Franklin Resources Inc This page	143,825	$4,785,057
3	AAMI	Acadian Asset Management Inc.	18,500	$1,323,120

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,785,057	143,825	+0.3%	Shares	Sole	2026-08-12
2026-03-31	$3,387,958	143,436	-50.9%	Shares	Sole	2026-05-12
2025-12-31	$6,983,429	292,316	+0.4%	Shares	Sole	2026-02-10
2025-09-30	$6,736,612	291,250	-51.5%	Shares	Sole	2025-11-12
2025-06-30	$14,320,780	600,452	+0.0%	Shares	Sole	2025-08-13
2025-03-31	$11,558,065	600,419	-0.3%	Shares	Sole	2025-05-12
2024-12-31	$12,215,513	602,046	+0.1%	Shares	Sole	2025-02-10
2024-09-30	$12,115,590	601,270	+0.2%	Shares	Sole	2024-10-29
2024-06-30	$13,408,144	599,917	+0.1%	Shares	Sole	2024-08-09
2024-03-31	$16,854,980	599,608	+0.1%	Shares	Sole	2024-05-13
2023-12-31	$17,841,111	598,896	+0.0%	Shares	Sole	2024-02-01
2023-09-30	$14,720,667	598,888	-0.0%	Shares	Sole	2023-11-07
2023-06-30	$16,000,572	599,048	-0.1%	Shares	Sole	2023-07-31
2023-03-31	$16,151,957	599,553	-0.2%	Shares	Sole	2023-04-24
2022-12-31	$15,847,758	600,749	+0.0%	Shares	Sole	2023-02-06
2022-09-30	$12,922,695	600,497	-0.2%	Shares	Sole	2022-11-14
2022-06-30	$14,020,755	601,491	+0.2%	Shares	Sole	2022-08-08
2022-03-31	$16,763,419	600,409	-0.0%	Shares	Sole	2022-05-11
2021-12-31	$20,110,008	600,478	-0.0%	Shares	Sole	2022-01-28
2021-09-30	$17,850,456	600,621	+0.1%	Shares	Sole	2021-10-19
2021-06-30	$19,203,021	600,282	-0.0%	Shares	Sole	2021-07-27
2021-03-31	$17,775,125	600,511	-0.1%	Shares	Sole	2021-05-06
2020-12-31	$15,018,565	600,983	-0.1%	Shares	Sole	2021-02-12
2020-09-30	$12,236,862	601,320	-0.1%	Shares	Sole	2020-10-29
2020-06-30	$12,624,149	602,010	+0.1%	Shares	Sole	2020-08-11
2020-03-31	$10,040,520	601,589	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.