MinichMacGregor Wealth Management, LLC

Position in BEN — Franklin Resources Inc

CIK 1744318 Saratoga Springs, NY

Position in BEN

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$296,701

New position

Shares Held

8,918

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#449

of 662 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MinichMacGregor Wealth Management, LLC holds $985,861 across 3 Asset Management names. BEN ranks #2 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADX	Adams Diversified Equity Fund, Inc.	17,169	$438,667
2	BEN	Franklin Resources Inc This page	8,918	$296,701
3	IVZ	Invesco Ltd.	9,492	$250,493

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$296,701	8,918	—	Shares	Sole	2026-07-16
No filing history on record for this holder in this stock.