Position in BEN
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$286,675
-$29,437 QoQ
Shares Held
12,137
-8.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Revisor Wealth Management LLC holds $2,842,570 across 5 Asset Management names. BEN ranks #3 (10.1% of the industry book) .
All Filings in BEN
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $286,675 | 12,137 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $316,112 | 13,232 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $302,864 | 13,094 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $385,869 | 16,179 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $308,423 | 16,022 | Shares | Sole | 2025-04-28 | |
| 2024-09-30 | $290,683 | 14,426 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $283,286 | 12,675 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $574,455 | 20,436 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $258,309 | 8,671 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $273,378 | 11,122 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $259,140 | 9,702 | Shares | Sole | 2023-11-21 | |
| 2023-03-31 | $249,652 | 9,267 | Shares | Sole | 2023-11-21 | |
| No filing history on record for this holder in this stock. | ||||||