IRON Financial LLC

Position in BEN — Franklin Resources Inc

CIK 1595509 NORTHBROOK, IL

Position in BEN

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$336,292

+$112,824 QoQ

Shares Held

10,108

+6.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#430

of 662 holders

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

IRON Financial LLC holds $1,190,047 across 4 Asset Management names. BEN ranks #2 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	2,993	$352,185
2	BEN	Franklin Resources Inc This page	10,108	$336,292
3	TROW	Price T Rowe Group Inc	2,659	$302,301
4	DNP	Dnp Select Income Fund Inc	18,468	$199,269

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$336,292	10,108	+6.8%	Shares	Sole	2026-07-22
2026-03-31	$223,468	9,461	-3.3%	Shares	Sole	2026-04-27
2025-06-30	$233,324	9,783	—	Shares	Sole	2025-07-25
No filing history on record for this holder in this stock.