Position in BEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$292,776
New position
Shares Held
8,800
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#452
of 662 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Lifeworks Advisors, LLC holds $923,197 across 4 Asset Management names. BEN ranks #1 (31.7% of the industry book) .
All Filings in BEN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,776 | 8,800 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||