SteelPeak Wealth, LLC

Position in BEN — Franklin Resources Inc

CIK 1801868 WOODLAND HILLS, CA

Position in BEN

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,099,573

+$811,073 QoQ

Shares Held

33,050

+165.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#41

of 188 holders

Holding Since

Sep 2020

12 quarters on record

Voting authority Sole 34% Shared 0% None 66%

Financial Services · as of Jun 30, 2026

SteelPeak Wealth, LLC holds $15,358,505 across 10 Asset Management names. BEN ranks #3 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISD	PGIM High Yield Bond Fund, Inc.	804,218	$10,503,087
2	BX	Blackstone Inc.	12,086	$1,422,159
3	BEN	Franklin Resources Inc This page	33,050	$1,099,573
4	ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund	42,685	$635,152
5	STK	Columbia Seligman Premium Technology Growth Fund, Inc.	8,328	$448,629
6	KKR	KKR & Co. Inc.	3,332	$305,810
7	TROW	Price T Rowe Group Inc	2,501	$284,338
8	MAIN	Main Street Capital CORP	4,890	$253,693

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,099,573	33,050	+165.0%	Shares	Sole	2026-07-13
2025-09-30	$288,500	12,473	-6.7%	Shares	Sole	2025-10-21
2025-06-30	$318,755	13,365	+0.9%	Shares	Sole	2025-07-23
2025-03-31	$255,101	13,252	-9.8%	Shares	Sole	2025-05-01
2024-12-31	$298,039	14,689	+98.5%	Shares	Sole	2025-01-23
2023-03-31	$199,382	7,401	-11.3%	Shares	Sole	2023-05-08
2022-12-31	$220,009	8,340	-1.1%	Shares	Sole	2023-01-25
2021-09-30	$250,717	8,436	-1.2%	Shares	Sole	2021-11-15
2021-06-30	$273,098	8,537	-59.3%	Shares	Sole	2021-08-13
2021-03-31	$620,416	20,960	+143.1%	Shares	Sole	2021-05-18
2020-12-31	$215,463	8,622	-42.5%	Shares	Sole	2021-02-04
2020-09-30	$305,188	14,997	—	Shares	Sole	2020-10-26
No filing history on record for this holder in this stock.