Position in BEN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$908,104
New position
Shares Held
27,295
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#4
of 23 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Asset Management
Financial Services · as of Jun 30, 2026Redhawk Wealth Advisors, Inc. holds $8,233,565 across 8 Asset Management names. BEN ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VCTR |
Victory Capital Holdings, Inc.
|
36,434 | $3,062,642 | |
| 2 | AAMI |
Acadian Asset Management Inc.
|
35,281 | $2,523,297 | |
| 3 | BEN |
Franklin Resources Inc
This page
|
27,295 | $908,104 | |
| 4 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
58,775 | $690,018 | |
| 5 | NMS |
Nuveen Minnesota Quality Municipal Income Fund
|
34,224 | $414,452 | |
| 6 | BX |
Blackstone Inc.
|
2,758 | $324,533 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
7,019 | $211,763 | |
| 8 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
13,063 | $98,756 |
All Filings in BEN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $908,104 | 27,295 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||