Sowell Financial Services LLC

Position in BEN — Franklin Resources Inc

CIK 1633697 NORTH LITTLE ROCK, AR

Position in BEN

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$422,029

+$143,101 QoQ

Shares Held

12,685

+7.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#397

of 662 holders

Holding Since

Jun 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $47,562,599 across 64 Asset Management names. BEN ranks #25 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTZ	Blackrock Credit Allocation Income Trust	761,468	$7,782,202
2	BN	BROOKFIELD Corp /ON/	122,009	$5,196,363
3	LIEN	Chicago Atlantic BDC, Inc.	511,387	$4,996,250
4	FLC	Flaherty & Crumrine Total Return Fund Inc	204,611	$3,457,925
5	FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	112,147	$1,825,753
6	JQC	Nuveen Credit Strategies Income Fund	321,246	$1,561,255
7	BX	Blackstone Inc.	12,954	$1,524,297
8	ERC	Allspring Multi-Sector Income Fund	147,782	$1,361,072

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$422,029	12,685	+7.4%	Shares	Sole	2026-07-20
2026-03-31	$278,928	11,809	+16.4%	Shares	Sole	2026-04-20
2024-12-31	$205,862	10,146	+0.5%	Shares	Sole	2025-02-07
2024-06-30	$225,600	10,094	+0.6%	Shares	Sole	2024-08-13
2024-03-31	$281,915	10,029	-8.2%	Shares	Sole	2024-05-03
2023-09-30	$268,389	10,919	-2.3%	Shares	Sole	2023-11-08
2023-06-30	$298,377	11,171	+72.1%	Shares	Sole	2023-08-14
2021-03-31	$192,163	6,492	+50.1%	Shares	Sole	2021-05-07
2020-12-31	$108,056	4,324	+323.9%	Shares	Sole	2021-01-13
2020-09-30	$20,757	1,020	+6275.0%	Shares	Sole	2020-11-12
2020-06-30	$335	16	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.