Position in BEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$668,893
-$354,449 QoQ
Shares Held
20,105
-47.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#318
of 662 holders
Holding Since
Mar 2021
5 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, 2026Q3 Asset Management holds $668,893 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
|
20,105 | $668,893 |
All Filings in BEN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,893 | 20,105 | Shares | Sole | 2026-08-14 | |
| 2023-03-31 | $1,023,342 | 37,986 | Shares | Sole | 2023-04-26 | |
| 2022-03-31 | $952,574 | 34,118 | Shares | Sole | 2022-05-11 | |
| 2021-06-30 | $772,462 | 24,147 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $633,203 | 21,392 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||