Position in BPRE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,090,463
+$608 QoQ
Shares Held
65,651
-9.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BPRE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SlateStone Wealth, LLC holds $950,723 across 1 Asset Management name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEN |
Franklin Resources Inc
|
28,576 | $950,723 |
All Filings in BPRE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,090,463 | 65,651 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,089,855 | 72,657 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||