Position in BEN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$588,080
+$158,763 QoQ
Shares Held
17,676
-2.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
#340
of 662 holders
Holding Since
Dec 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, 2026Wagner Wealth Management, Corp holds $588,080 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
|
17,676 | $588,080 |
All Filings in BEN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $588,080 | 17,676 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $429,317 | 18,176 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $460,240 | 19,265 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||