Position in BEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,235,577
+$648,432 QoQ
Shares Held
67,195
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#201
of 662 holders
Holding Since
Mar 2026
2 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, 2026Legend Capital Advisors LLC holds $2,777,800 across 2 Asset Management names. BEN ranks #1 (80.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEN |
Franklin Resources Inc
This page
|
67,195 | $2,235,577 | |
| 2 | PHK |
Pimco High Income Fund
|
116,357 | $542,223 |
All Filings in BEN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,235,577 | 67,195 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,587,145 | 67,195 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||