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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in BEN — Franklin Resources Inc

CIK 1631073 WASHINGTON, DC
Back to BEN Full portfolio

Position in BEN

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$1,696
+$586 QoQ
Shares Held
51
+8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#621
of 662 holders
Holding Since
Mar 2020
26 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, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $183,018 across 26 Asset Management names. BEN ranks #16 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PDI
PIMCO Dynamic Income Fund
 2,158 $36,038
2 BLK
BlackRock, Inc.
 34 $32,693
3 BX
Blackstone Inc.
 171 $20,121
4 AMP
Ameriprise Financial Inc
 36 $16,515
5 STT
State Street Corp
 78 $13,228
6 APO
Apollo Global Management, Inc.
 92 $10,884
7 BAM
Brookfield Asset Management Ltd.
 235 $10,539
8 BN
BROOKFIELD Corp /ON/
 173 $7,368

All Filings in BEN

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,696 51
2026-03-31 $1,110 47
2025-12-31 $1,027 43
2025-09-30 $994 43
2025-06-30 $1,025 43
2025-03-31 $827 43
2024-12-31 $872 43
2024-09-30 $866 43
2024-06-30 $961 43
2024-03-31 $1,208 43
2023-12-31 $1,280 43
2023-09-30 $1,056 43
2023-06-30 $1,148 43
2023-03-31 $1,158 43
2022-12-31 $1,134 43
2022-09-30 $925 43
2022-06-30 $1,002 43
2022-03-31 $1,200 43
2021-12-31 $1,440 43
2021-09-30 $1,277 43
2021-06-30 $1,375 43
2021-03-31 $1,272 43
2020-12-31 $1,074 43
2020-09-30 $875 43
2020-06-30 $901 43
2020-03-31 $717 43

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