ANGELES WEALTH MANAGEMENT, LLC
Position in BEN — Franklin Resources Inc
CIK 1929170
SANTA MONICA, CA
Position in BEN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$357,552
+$103,189 QoQ
Shares Held
10,747
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#98
of 208 holders
Holding Since
Mar 2022
18 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 Jun 30, 2026ANGELES WEALTH MANAGEMENT, LLC holds $6,216,762 across 13 Asset Management names. BEN ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
11,922 | $1,402,861 | |
| 2 | BLK |
BlackRock, Inc.
|
1,358 | $1,305,798 | |
| 3 | APO |
Apollo Global Management, Inc.
|
5,262 | $622,547 | |
| 4 | STT |
State Street Corp
|
2,496 | $423,321 | |
| 5 | ARES |
Ares Management Corp
|
3,245 | $361,200 | |
| 6 | BEN |
Franklin Resources Inc
This page
|
10,747 | $357,552 | |
| 7 | TRIN |
Trinity Capital Inc.
|
18,553 | $331,913 | |
| 8 | ARCC |
Ares Capital Corp
|
16,465 | $305,096 |
All Filings in BEN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,552 | 10,747 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $254,363 | 10,769 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $255,121 | 10,679 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $246,519 | 10,658 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $251,617 | 10,550 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $204,627 | 10,630 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $212,700 | 10,483 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $211,857 | 10,514 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $244,129 | 10,923 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $306,174 | 10,892 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $324,264 | 10,885 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $261,752 | 10,649 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $284,434 | 10,649 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $287,557 | 10,674 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $329,723 | 12,499 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $301,258 | 13,999 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $326,316 | 13,999 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $390,852 | 13,999 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||