UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in BEN — Franklin Resources Inc
CIK 1463217
IRVING, TX
Position in BEN
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$553,712
+$178,202 QoQ
Shares Held
16,643
+4.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#348
of 662 holders
Holding Since
Mar 2020
18 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $88,665,840 across 38 Asset Management names. BEN ranks #24 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
243,165 | $22,317,683 | |
| 2 | ARES |
Ares Management Corp
|
106,313 | $11,833,700 | |
| 3 | BX |
Blackstone Inc.
|
89,717 | $10,556,999 | |
| 4 | BLK |
BlackRock, Inc.
|
8,301 | $7,981,909 | |
| 5 | NTRS |
Northern Trust Corp
|
40,661 | $7,068,508 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
278,557 | $3,027,914 | |
| 7 | AMP |
Ameriprise Financial Inc
|
5,940 | $2,725,034 | |
| 8 | STT |
State Street Corp
|
13,525 | $2,293,840 |
All Filings in BEN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553,712 | 16,643 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $375,510 | 15,898 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $210,590 | 8,815 | Shares | Defined | 2026-02-17 | |
| 2024-03-31 | $245,372 | 8,729 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $297,036 | 9,971 | Shares | Defined | 2024-02-14 | |
| 2023-03-31 | $208,623 | 7,744 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $299,571 | 11,356 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $505,655 | 23,497 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $550,861 | 23,632 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $558,818 | 20,015 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $777,068 | 23,203 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $770,788 | 25,935 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,909,803 | 59,700 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,832,328 | 61,903 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,822,045 | 72,911 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,602,033 | 78,724 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,759,886 | 83,924 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,221,407 | 73,182 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||