Position in BEN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$557
+$198 QoQ
Shares Held
4,988
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#643
of 662 holders
Holding Since
Jun 2024
9 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 Jun 30, 2026Y.D. More Investments Ltd holds $358,981 across 14 Asset Management names. BEN ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
2,278 | $211,995 | |
| 2 | BLK |
BlackRock, Inc.
|
97 | $93,271 | |
| 3 | APO |
Apollo Global Management, Inc.
|
297 | $35,138 | |
| 4 | ARES |
Ares Management Corp
|
136 | $15,138 | |
| 5 | SDHY |
PGIM Short Duration High Yield Opportunities Fund
|
97 | $1,589 | |
| 6 | BEN |
Franklin Resources Inc
This page
|
4,988 | $557 | |
| 7 | TROW |
Price T Rowe Group Inc
|
1,195 | $456 | |
| 8 | PFG |
Principal Financial Group Inc
|
992 | $359 |
All Filings in BEN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557 | 4,988 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $359 | 4,816 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $72 | 222 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $17 | 239 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $20 | 280 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $22 | 430 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $21 | 375 | Shares | Defined | 2025-01-27 | |
| 2024-09-30 | $9 | 168 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $9 | 159 | Shares | Defined | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||