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Disclosery

Prana Capital Management, LP: BEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prana Capital Management, LP on BEN, newest first. How the timeline and the estimate are built.

Prana Capital Management, LP held 135,726 BEN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,726 shares
    Change vs previous 13F -163,748 shares

    0.14% of the 13F portfolio, value $4,515,604.

    13F-HR 0001420506-26-001808 filed by Prana Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 299,474 shares
    Change vs previous 13F -605,496 shares

    0.22% of the 13F portfolio, value $7,073,576.

    13F-HR 0001420506-26-001154 filed by Prana Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 904,970 shares
    Change vs previous 13F +44,208 shares

    0.78% of the 13F portfolio, value $21,619,733.

    13F-HR 0001420506-26-000559 filed by Prana Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 860,762 shares
    Change vs previous 13F +495,747 shares

    0.66% of the 13F portfolio, value $19,909,425.

    13F-HR 0001420506-25-003408 filed by Prana Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 365,015 shares
    Change vs previous 13F +365,015 shares

    0.32% of the 13F portfolio, value $8,705,608.

    13F-HR 0001420506-25-002164 filed by Prana Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -20,216 shares

    13F-HR 0001420506-25-001288 filed by Prana Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 20,216 shares
    Change vs previous 13F +5,473 shares

    0.02% of the 13F portfolio, value $410,183.

    13F-HR 0001420506-25-000598 filed by Prana Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,743 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $297,071.

    13F-HR 0001420506-24-002555 filed by Prana Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).