Lynx Investment Advisory

Position in BEN — Franklin Resources Inc

CIK 2028812 WASHINGTON, DC, DC

Position in BEN

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$352,728

+$103,609 QoQ

Shares Held

10,602

+0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#426

of 662 holders

Holding Since

Jun 2024

6 quarters on record

Voting authority Sole 3% Shared 97% None 0%

Financial Services · as of Jun 30, 2026

Lynx Investment Advisory holds $3,051,964 across 4 Asset Management names. BEN ranks #4 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EOI	Eaton Vance Enhanced Equity Income Fund	55,505	$1,091,228
2	EOS	Eaton Vance Enhanced Equity Income Fund II	45,996	$1,013,751
3	TROW	Price T Rowe Group Inc	5,227	$594,257
4	BEN	Franklin Resources Inc This page	10,602	$352,728

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$352,728	10,602	+0.5%	Shares	Sole	2026-07-27
2026-03-31	$249,119	10,547	+10.5%	Shares	Sole	2026-04-24
2025-12-31	$228,100	9,548	-0.4%	Shares	Sole	2026-02-05
2025-09-30	$221,770	9,588	-3.3%	Shares	Sole	2025-11-06
2025-06-30	$236,591	9,920	+12.0%	Shares	Sole	2025-07-18
2024-06-30	$197,975	8,858	—	Shares	Sole	2024-07-09
No filing history on record for this holder in this stock.