Position in TREE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$215,780
New position
Shares Held
4,872
first reported quarter
Ownership
0.035%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#117
of 186 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $27,530,129 across 5 Financial Conglomerates names. TREE ranks #4 (0.8% of the industry book) .
All Filings in TREE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,780 | 4,872 | Shares | Defined | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||