Synergy Investment Management, LLC
Position in BEN — Franklin Resources Inc
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in BEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$798
+$66 QoQ
Shares Held
24
-22.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#634
of 662 holders
Holding Since
Mar 2026
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, 2026Synergy Investment Management, LLC holds $524,945 across 17 Asset Management names. BEN ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
17,970 | $233,789 | |
| 2 | FSK |
FS KKR Capital Corp
|
11,547 | $121,243 | |
| 3 | BLK |
BlackRock, Inc.
|
56 | $53,847 | |
| 4 | BX |
Blackstone Inc.
|
227 | $26,710 | |
| 5 | STT |
State Street Corp
|
128 | $21,708 | |
| 6 | PFG |
Principal Financial Group Inc
|
163 | $17,568 | |
| 7 | NZF |
Nuveen Municipal Credit Income Fund
|
1,038 | $13,161 | |
| 8 | AMP |
Ameriprise Financial Inc
|
25 | $11,469 |
All Filings in BEN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $798 | 24 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $732 | 31 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||