Position in BEN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$22,856
+$6,630 QoQ
Shares Held
687
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#537
of 662 holders
Holding Since
Mar 2024
5 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, 2026Salomon & Ludwin, LLC holds $1,667,467 across 56 Asset Management names. BEN ranks #22 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
14,738 | $278,106 | |
| 2 | BLK |
BlackRock, Inc.
|
135 | $129,810 | |
| 3 | NTRS |
Northern Trust Corp
|
679 | $118,037 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
3,059 | $92,290 | |
| 5 | BX |
Blackstone Inc.
|
555 | $65,306 | |
| 6 | APO |
Apollo Global Management, Inc.
|
530 | $62,704 | |
| 7 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
2,048 | $56,688 | |
| 8 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
1,379 | $53,849 |
All Filings in BEN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,856 | 687 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $16,226 | 687 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $16,412 | 687 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $15,890 | 687 | Shares | Sole | 2025-10-21 | |
| 2024-03-31 | $17,709 | 630 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||