Alpine Bank Wealth Management
BankPosition in BEN — Franklin Resources Inc
CIK 1974910
GRAND JUNCTION, CO
Position in BEN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,981
+$3,042 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#574
of 662 holders
Holding Since
Sep 2024
5 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, 2026Alpine Bank Wealth Management holds $518,138 across 7 Asset Management names. BEN ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
278 | $267,313 | |
| 2 | TROW |
Price T Rowe Group Inc
|
1,000 | $113,690 | |
| 3 | AMP |
Ameriprise Financial Inc
|
156 | $71,566 | |
| 4 | RJF |
Raymond James Financial Inc
|
162 | $24,628 | |
| 5 | PFG |
Principal Financial Group Inc
|
189 | $20,370 | |
| 6 | BX |
Blackstone Inc.
|
90 | $10,590 | |
| 7 | BEN |
Franklin Resources Inc
This page
|
300 | $9,981 |
All Filings in BEN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,981 | 300 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $6,939 | 300 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $7,155 | 300 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,775 | 300 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $6,045 | 300 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||