Catherine Avery Investment Management LLC
Position in BEN — Franklin Resources Inc
CIK 2103454
LONGBOAT KEY, FL
Position in BEN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$120,237
+$29,442 QoQ
Shares Held
3,614
-6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#499
of 662 holders
Holding Since
Dec 2024
7 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, 2026Catherine Avery Investment Management LLC holds $120,237 across 1 Asset Management name. BEN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEN |
Franklin Resources Inc
This page
|
3,614 | $120,237 |
All Filings in BEN
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,237 | 3,614 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $90,795 | 3,844 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $105,784 | 4,428 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $201,115 | 8,695 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $2,907,195 | 121,895 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $2,253,847 | 117,083 | Shares | Sole | 2026-01-05 | |
| 2024-12-31 | $2,213,010 | 109,069 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||