Position in BEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,478,382
+$689,687 QoQ
Shares Held
74,493
-1.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#191
of 662 holders
Holding Since
Mar 2020
26 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, 2026AIMZ Investment Advisors, LLC holds $7,964,834 across 2 Asset Management names. BEN ranks #2 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
48,258 | $5,486,452 | |
| 2 | BEN |
Franklin Resources Inc
This page
|
74,493 | $2,478,382 |
All Filings in BEN
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,478,382 | 74,493 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,788,695 | 75,728 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,833,127 | 76,732 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,793,800 | 77,553 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,908,047 | 80,002 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,542,233 | 80,116 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,636,510 | 80,656 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,789,360 | 88,802 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,995,318 | 89,276 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,542,690 | 90,455 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,738,743 | 91,935 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,308,356 | 93,912 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,519,901 | 94,343 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,546,449 | 94,523 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,519,421 | 95,505 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,201,087 | 102,281 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,413,983 | 103,560 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,890,892 | 103,542 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,570,971 | 106,628 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,112,040 | 104,712 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,399,129 | 106,256 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $3,146,213 | 106,291 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $2,667,832 | 106,756 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,165,504 | 106,413 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,270,044 | 108,252 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,774,881 | 106,344 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||