Position in BEN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$166
New position
Shares Held
5
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#657
of 662 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026MARYLAND CAPITAL ADVISORS INC. holds $473,287 across 25 Asset Management names. BEN ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
238 | $228,851 | |
| 2 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
5,600 | $91,168 | |
| 3 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
10,005 | $78,839 | |
| 4 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
1,381 | $38,226 | |
| 5 | JQC |
Nuveen Credit Strategies Income Fund
|
5,000 | $24,300 | |
| 6 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
427 | $4,513 | |
| 7 | ADX |
Adams Diversified Equity Fund, Inc.
|
175 | $4,471 | |
| 8 | AMP |
Ameriprise Financial Inc
|
1 | $458 |
All Filings in BEN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166 | 5 | Shares | Defined | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||