Position in BEN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$403,764
+$99,466 QoQ
Shares Held
12,136
-7.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#400
of 662 holders
Holding Since
Jun 2023
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, 2026Impact Partnership Wealth, LLC holds $4,807,960 across 9 Asset Management names. BEN ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
17,996 | $2,045,965 | |
| 2 | SEIC |
Sei Investments Co
|
9,851 | $864,031 | |
| 3 | JHG |
Janus Henderson Group Ltd.
|
11,652 | $605,321 | |
| 4 | BEN |
Franklin Resources Inc
This page
|
12,136 | $403,764 | |
| 5 | FSCO |
FS Credit Opportunities Corp.
|
62,933 | $314,035 | |
| 6 | WT |
WisdomTree, Inc.
|
12,501 | $211,766 | |
| 7 | FSK |
FS KKR Capital Corp
|
14,285 | $149,992 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
11,084 | $108,734 |
All Filings in BEN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,764 | 12,136 | Shares | Sole | 2026-07-29 | |
| 2025-09-30 | $304,298 | 13,156 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $335,489 | 17,428 | Shares | Sole | 2025-05-05 | |
| 2024-03-31 | $419,485 | 14,923 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $528,027 | 17,725 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $319,329 | 12,992 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $544,628 | 20,391 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||