Position in BEN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$691,483
-$901,295 QoQ
Shares Held
20,784
-69.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#314
of 662 holders
Holding Since
Mar 2024
4 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, 2026LECAP ASSET MANAGEMENT LTD holds $8,546,436 across 7 Asset Management names. BEN ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQH |
Equitable Holdings, Inc.
|
49,629 | $2,177,720 | |
| 2 | OWL |
Blue Owl Capital Inc.
|
211,189 | $1,847,903 | |
| 3 | STT |
State Street Corp
|
10,443 | $1,771,132 | |
| 4 | IVZ |
Invesco Ltd.
|
43,811 | $1,156,172 | |
| 5 | BEN |
Franklin Resources Inc
This page
|
20,784 | $691,483 | |
| 6 | TPG |
TPG Inc.
|
13,452 | $545,478 | |
| 7 | HLNE |
Hamilton Lane INC
|
4,523 | $356,548 |
All Filings in BEN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $691,483 | 20,784 | Shares | Sole | 2026-07-30 | |
| 2025-09-30 | $1,592,778 | 68,862 | Shares | Sole | 2025-10-23 | |
| 2024-09-30 | $1,536,195 | 76,238 | Shares | Sole | 2024-10-22 | |
| 2024-03-31 | $676,045 | 24,050 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||