Position in BEN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$499
New position
Shares Held
15
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#645
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, 2026DecisionPoint Financial, LLC holds $19,671 across 28 Asset Management names. BEN ranks #13 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
139 | $4,193 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
68 | $2,735 | |
| 3 | AMP |
Ameriprise Financial Inc
|
4 | $1,835 | |
| 4 | RJF |
Raymond James Financial Inc
|
7 | $1,064 | |
| 5 | KKR |
KKR & Co. Inc.
|
11 | $1,009 | |
| 6 | BLK |
BlackRock, Inc.
|
1 | $961 | |
| 7 | NTRS |
Northern Trust Corp
|
5 | $869 | |
| 8 | APO |
Apollo Global Management, Inc.
|
7 | $828 |
All Filings in BEN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $499 | 15 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||