Position in BEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$694,810
+$229,780 QoQ
Shares Held
20,884
+6.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#310
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, 2026SYON CAPITAL LLC holds $21,056,562 across 18 Asset Management names. BEN ranks #10 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWRL |
Powerlaw Corp.
|
446,818 | $6,559,288 | |
| 2 | BLK |
BlackRock, Inc.
|
2,216 | $2,130,816 | |
| 3 | STT |
State Street Corp
|
11,590 | $1,965,664 | |
| 4 | NTRS |
Northern Trust Corp
|
7,662 | $1,331,962 | |
| 5 | JHG |
Janus Henderson Group Ltd.
|
23,441 | $1,217,759 | |
| 6 | AMP |
Ameriprise Financial Inc
|
2,570 | $1,179,013 | |
| 7 | PFG |
Principal Financial Group Inc
|
9,140 | $985,109 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
18,946 | $806,910 |
All Filings in BEN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $694,810 | 20,884 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $465,030 | 19,688 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $336,036 | 14,066 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||