Harvest Investment Services, LLC
Position in BEN — Franklin Resources Inc
CIK 1591097
Oakbrook Terrace, IL
Position in BEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$218,983
New position
Shares Held
6,582
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#486
of 662 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Harvest Investment Services, LLC holds $5,658,463 across 7 Asset Management names. BEN ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
137,521 | $2,595,021 | |
| 2 | AAMI |
Acadian Asset Management Inc.
|
17,119 | $1,224,350 | |
| 3 | FSK |
FS KKR Capital Corp
|
86,406 | $907,263 | |
| 4 | FSCO |
FS Credit Opportunities Corp.
|
72,712 | $362,832 | |
| 5 | MSIF |
Msc Income Fund, Inc.
|
19,570 | $226,424 | |
| 6 | BEN |
Franklin Resources Inc
This page
|
6,582 | $218,983 | |
| 7 | GCMG |
GCM Grosvenor Inc.
|
10,048 | $123,590 |
All Filings in BEN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,983 | 6,582 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||