Brand Asset Management Group, Inc.

Position in BEN — Franklin Resources Inc

CIK 1748766 CHESTERFIELD, MO

Position in BEN

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$229,397

New position

Shares Held

9,712

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Brand Asset Management Group, Inc. holds $1,443,056 across 4 Asset Management names. BEN ranks #4 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	36,659	$505,527
2	NTRS	Northern Trust Corp	2,739	$382,282
3	IVZ	Invesco Ltd.	13,415	$325,850
4	BEN	Franklin Resources Inc This page	9,712	$229,397

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$229,397	9,712	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.