Position in BEN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$372,191
+$159,257 QoQ
Shares Held
11,187
+24.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#413
of 662 holders
Holding Since
Sep 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, 2026Investment Research Partners LLC holds $4,385,893 across 7 Asset Management names. BEN ranks #7 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWF |
Alliancebernstein Global High Income Fund Inc
|
100,660 | $1,036,798 | |
| 2 | TYG |
Tortoise Energy Infrastructure Corp
|
19,427 | $832,835 | |
| 3 | AMP |
Ameriprise Financial Inc
|
1,338 | $613,820 | |
| 4 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
15,281 | $596,723 | |
| 5 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
40,918 | $527,023 | |
| 6 | HTGC |
Hercules Capital, Inc.
|
25,777 | $406,503 | |
| 7 | BEN |
Franklin Resources Inc
This page
|
11,187 | $372,191 |
All Filings in BEN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,191 | 11,187 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $212,934 | 9,015 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $202,225 | 8,743 | Shares | Sole | 2025-12-01 | |
| No filing history on record for this holder in this stock. | ||||||