SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in BEN — Franklin Resources Inc

CIK 1531593 NEW YORK, NY

Position in BEN

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$285,256

+$284,052 QoQ

Shares Held

8,574

+16711.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#447

of 652 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $2,831,212 across 24 Asset Management names. BEN ranks #3 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARES	Ares Management Corp	14,892	$1,657,628
2	BN	BROOKFIELD Corp /ON/	8,000	$340,720
3	BEN	Franklin Resources Inc This page	8,574	$285,256
4	KKR	KKR & Co. Inc.	1,132	$103,894
5	JHG	Janus Henderson Group Ltd.	1,400	$72,730
6	OWL	Blue Owl Capital Inc.	6,845	$59,893
7	STEP	StepStone Group Inc.	1,340	$55,422
8	MMT	Aberdeen Multi-Market Income Fund	8,608	$37,875

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$285,256	8,574	+16711.8%	Shares	Sole	2026-08-03
2026-03-31	$1,204	51	-98.6%	Shares	Sole	2026-04-30
2025-12-31	$86,864	3,636	+587.3%	Shares	Sole	2026-02-17
2025-09-30	$12,235	529	+154.3%	Shares	Sole	2025-11-13
2025-06-30	$4,960	208	-48.0%	Shares	Sole	2025-08-12
2025-03-31	$7,700	400	+7.5%	Shares	Sole	2025-05-13
2023-06-30	$9,936	372	-33.6%	Shares	Sole	2023-08-14
2023-03-31	$15,086	560	-64.7%	Shares	Sole	2023-05-12
2022-12-31	$41,865	1,587	+54.1%	Shares	Sole	2023-02-13
2022-09-30	$22,165	1,030	+76.7%	Shares	Sole	2022-11-02
2022-06-30	$13,589	583	+407.0%	Shares	Sole	2022-08-02
2022-03-31	$3,210	115	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.