Decker Retirement Planning Inc.
PensionPosition in BEN — Franklin Resources Inc
CIK 1975700
LEVI, UT
Position in BEN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$9,348
+$2,711 QoQ
Shares Held
281
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#164
of 208 holders
Holding Since
Dec 2024
7 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, 2026Decker Retirement Planning Inc. holds $63,079 across 9 Asset Management names. BEN ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
92 | $15,603 | |
| 2 | NTRS |
Northern Trust Corp
|
61 | $10,604 | |
| 3 | BEN |
Franklin Resources Inc
This page
|
281 | $9,348 | |
| 4 | AMP |
Ameriprise Financial Inc
|
19 | $8,716 | |
| 5 | BLK |
BlackRock, Inc.
|
9 | $8,654 | |
| 6 | MQY |
Blackrock Muniyield Quality Fund, Inc.
|
349 | $4,048 | |
| 7 | NUV |
Nuveen Municipal Value Fund Inc
|
302 | $2,784 | |
| 8 | ETW |
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
|
204 | $1,966 |
All Filings in BEN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,348 | 281 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,637 | 281 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $6,713 | 281 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,499 | 281 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $6,701 | 281 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,409 | 281 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,701 | 281 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||