Position in BEN
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$873
-$10 QoQ
Shares Held
37
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Clayton Financial Group LLC holds $335,812 across 1 Asset Management name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
732 | $335,812 |
All Filings in BEN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $873 | 37 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $883 | 37 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||