Position in BEN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,002,916
New position
Shares Held
90,259
first reported quarter
Ownership
0.018%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#170
of 662 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 7%
Shared 0%
None 93%
Position in Asset Management
Financial Services · as of Jun 30, 2026GLOBALT Investments LLC / GA holds $3,903,897 across 2 Asset Management names. BEN ranks #1 (76.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEN |
Franklin Resources Inc
This page
|
90,259 | $3,002,916 | |
| 2 | BLK |
BlackRock, Inc.
|
937 | $900,981 |
All Filings in BEN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,002,916 | 90,259 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||