Position in BEN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$731
+$235 QoQ
Shares Held
22
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#635
of 662 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Lodestone Wealth Management LLC holds $2,015,612 across 18 Asset Management names. BEN ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
13,914 | $1,637,260 | |
| 2 | BLK |
BlackRock, Inc.
|
96 | $92,309 | |
| 3 | KKR |
KKR & Co. Inc.
|
884 | $81,133 | |
| 4 | AMP |
Ameriprise Financial Inc
|
111 | $50,922 | |
| 5 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
2,000 | $29,080 | |
| 6 | JHG |
Janus Henderson Group Ltd.
|
457 | $23,741 | |
| 7 | RQI |
Cohen & Steers Quality Income Realty Fund Inc
|
1,928 | $23,733 | |
| 8 | CION |
CION Investment Corp
|
3,688 | $22,976 |
All Filings in BEN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $731 | 22 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $496 | 21 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $501 | 21 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||