Position in BEN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$950,723
+$249,776 QoQ
Shares Held
28,576
-3.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#279
of 662 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SlateStone Wealth, LLC holds $950,723 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
|
28,576 | $950,723 |
All Filings in BEN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $950,723 | 28,576 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $700,947 | 29,676 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $656,401 | 27,476 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $641,302 | 27,726 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $654,110 | 27,426 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $527,950 | 27,426 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $488,502 | 24,076 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $555,656 | 27,576 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $616,323 | 27,576 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $773,783 | 27,527 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||