Position in BEN
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$4,487
-$52 QoQ
Shares Held
190
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026POM Investment Strategies, LLC holds $48,956 across 11 Asset Management names. BEN ranks #6 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
88 | $7,932 | |
| 2 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
750 | $6,495 | |
| 3 | FLC |
Flaherty & Crumrine Total Return Fund Inc
|
319 | $5,295 | |
| 4 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
699 | $5,270 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
279 | $4,773 | |
| 6 | BEN |
Franklin Resources Inc
This page
|
190 | $4,487 | |
| 7 | PFG |
Principal Financial Group Inc
|
49 | $4,415 | |
| 8 | NMAI |
Nuveen Multi-Asset Income Fund
|
345 | $4,278 |
All Filings in BEN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,487 | 190 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,539 | 190 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||