Position in BEN
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$8,760,855
+$8,288,577 QoQ
Shares Held
263,326
+1217.0% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Empowered Funds, LLC holds $201,829,092 across 36 Asset Management names. BEN ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
265,227 | $31,209,257 | |
| 2 | AMG |
Affiliated Managers Group, Inc.
|
81,755 | $27,665,890 | |
| 3 | STT |
State Street Corp
|
150,925 | $18,545,959 | |
| 4 | AMP |
Ameriprise Financial Inc
|
37,154 | $17,044,765 | |
| 5 | BLK |
BlackRock, Inc.
|
14,080 | $13,538,761 | |
| 6 | CSWC |
Capital Southwest Corp
|
525,697 | $12,495,817 | |
| 7 | BEN |
Franklin Templeton Inc
This page
|
263,326 | $8,760,855 | |
| 8 | NTRS |
Northern Trust Corp
|
45,532 | $7,915,279 |
All Filings in BEN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,760,855 | 263,326 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $472,278 | 19,995 | Shares | Other | 2026-06-16 | |
| 2025-09-30 | $424,017 | 18,332 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $434,760 | 18,229 | Shares | Other | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||