Atria Investments, Inc

Position in BEN — Franklin Resources Inc

CIK 1535865 Charlotte, NC

Position in BEN

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$957,676

+$83,736 QoQ

Shares Held

28,785

-22.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#278

of 662 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Atria Investments, Inc holds $64,702,077 across 32 Asset Management names. BEN ranks #16 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	13,355	$12,841,633
2	CEF	Sprott Physical Gold & Silver Trust	130,306	$5,242,210
3	LDP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.	246,045	$5,206,312
4	UTF	Cohen & Steers Infrastructure Fund Inc	164,937	$4,550,611
5	APO	Apollo Global Management, Inc.	33,715	$3,988,821
6	BX	Blackstone Inc.	31,789	$3,740,611
7	SEIC	Sei Investments Co	39,169	$3,435,512
8	AMP	Ameriprise Financial Inc	7,020	$3,220,495

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$957,676	28,785	-22.2%	Shares	Sole	2026-07-28
2026-03-31	$873,940	37,000	-15.6%	Shares	Sole	2026-05-05
2025-12-31	$1,046,931	43,823	+16.7%	Shares	Sole	2026-02-05
2025-09-30	$868,346	37,542	+78.0%	Shares	Sole	2025-11-06
2025-06-30	$502,948	21,088	-20.4%	Shares	Sole	2025-08-04
2025-03-31	$509,951	26,491	+124.8%	Shares	Sole	2025-05-06
2024-12-31	$239,117	11,785	-77.8%	Shares	Sole	2025-02-06
2022-03-31	$1,479,257	52,982	-51.2%	Shares	Sole	2022-05-02
2021-12-31	$3,635,908	108,567	+2.7%	Shares	Sole	2022-02-04
2021-09-30	$3,141,017	105,687	+3.4%	Shares	Sole	2021-11-16
2021-06-30	$3,269,282	102,197	+1.6%	Shares	Sole	2021-08-10
2021-03-31	$2,977,700	100,598	+148.3%	Shares	Sole	2021-05-11
2020-12-31	$1,012,394	40,512	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.