Position in BEN
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,600,184
-$8,568 QoQ
Shares Held
67,747
+0.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Sigma Planning Corp holds $27,770,961 across 42 Asset Management names. BEN ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
158,119 | $2,849,304 | |
| 2 | MSIF |
Msc Income Fund, Inc.
|
207,539 | $2,527,825 | |
| 3 | TROW |
Price T Rowe Group Inc
|
22,197 | $2,000,837 | |
| 4 | MAIN |
Main Street Capital CORP
|
35,492 | $1,879,656 | |
| 5 | BX |
Blackstone Inc.
|
14,636 | $1,682,993 | |
| 6 | BEN |
Franklin Resources Inc
This page
|
67,747 | $1,600,184 | |
| 7 | UTG |
Reaves Utility Income Fund
|
37,095 | $1,457,091 | |
| 8 | CION |
CION Investment Corp
|
211,663 | $1,447,774 |
All Filings in BEN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,600,184 | 67,747 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,608,752 | 67,340 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,562,894 | 67,570 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,606,989 | 67,379 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $654,038 | 33,976 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $494,731 | 24,383 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $346,398 | 17,191 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $588,810 | 26,345 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $437,054 | 15,548 | Shares | Sole | 2024-05-02 | |
| 2023-09-30 | $381,825 | 15,534 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $420,281 | 15,735 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $415,522 | 15,424 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $358,873 | 13,604 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $262,285 | 12,188 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $223,379 | 9,583 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $251,950 | 9,024 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $352,348 | 10,521 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $293,752 | 9,884 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $299,810 | 9,372 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $245,058 | 8,279 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $445,946 | 17,845 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $361,599 | 17,769 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $319,016 | 15,213 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||