Position in BEN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,294,432
+$716,026 QoQ
Shares Held
68,964
+3.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
3.45%
of 13F equity value
Holder Rank
#196
of 662 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026John Boyer, Inc. holds $2,294,432 across 1 Asset Management name. BEN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEN |
Franklin Resources Inc
This page
|
68,964 | $2,294,432 |
All Filings in BEN
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,294,432 | 68,964 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,578,406 | 66,825 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $1,476,234 | 61,793 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||