Position in BEN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$327,633
-$460,346 QoQ
Shares Held
13,871
-50.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MIRABELLA FINANCIAL SERVICES LLP holds $6,503,588 across 21 Asset Management names. BEN ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VINP |
Vinci Compass Investments Ltd.
|
83,511 | $881,041 | |
| 2 | SEIC |
Sei Investments Co
|
9,269 | $727,338 | |
| 3 | HLNE |
Hamilton Lane INC
|
6,465 | $642,621 | |
| 4 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
28,725 | $363,658 | |
| 5 | BLK |
BlackRock, Inc.
|
376 | $361,602 | |
| 6 | RJF |
Raymond James Financial Inc
|
2,337 | $338,374 | |
| 7 | BEN |
Franklin Resources Inc
This page
|
13,871 | $327,633 | |
| 8 | PFG |
Principal Financial Group Inc
|
3,286 | $296,101 |
All Filings in BEN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $327,633 | 13,871 | Shares | Sole | 2026-05-12 | |
| 2024-03-31 | $787,979 | 28,032 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $714,334 | 23,979 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $386,520 | 15,725 | Shares | Sole | 2023-11-13 | |
| 2022-03-31 | $1,052,807 | 37,708 | Shares | Sole | 2022-05-17 | |
| 2020-09-30 | $688,949 | 33,855 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||