Position in BEN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$373,479
+$273,408 QoQ
Shares Held
15,812
+344.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026State of Wyoming holds $6,832,653 across 28 Asset Management names. BEN ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WT |
WisdomTree, Inc.
|
57,205 | $832,904 | |
| 2 | AAMI |
Acadian Asset Management Inc.
|
10,389 | $565,369 | |
| 3 | GCMG |
GCM Grosvenor Inc.
|
54,252 | $531,669 | |
| 4 | SEIC |
Sei Investments Co
|
6,533 | $512,644 | |
| 5 | AMG |
Affiliated Managers Group, Inc.
|
1,522 | $421,137 | |
| 6 | TROW |
Price T Rowe Group Inc
|
4,433 | $399,590 | |
| 7 | BEN |
Franklin Resources Inc
This page
|
15,812 | $373,479 | |
| 8 | OWL |
Blue Owl Capital Inc.
|
40,688 | $371,481 |
All Filings in BEN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $373,479 | 15,812 | Shares | Sole | 2026-05-13 | |
| 2024-03-31 | $100,071 | 3,560 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $107,512 | 3,609 | Shares | Sole | 2024-02-15 | |
| 2022-03-31 | $60,028 | 2,150 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $160,986 | 4,807 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $81,670 | 2,748 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||