Position in BEN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,526
New position
Shares Held
106
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#602
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, 2026Washington Trust Advisors, Inc. holds $4,079,710 across 18 Asset Management names. BEN ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,686 | $1,621,189 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
31,442 | $1,339,114 | |
| 3 | BX |
Blackstone Inc.
|
2,591 | $304,882 | |
| 4 | BAM |
Brookfield Asset Management Ltd.
|
4,360 | $195,546 | |
| 5 | AMP |
Ameriprise Financial Inc
|
420 | $192,679 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
2,600 | $104,598 | |
| 7 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
2,965 | $65,348 | |
| 8 | CSWC |
Capital Southwest Corp
|
2,500 | $59,425 |
All Filings in BEN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,526 | 106 | Shares | Other | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||