BEN — FRANKLIN RES INC

Ownership history in Advisory Services Network, LLC  ·  31 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in FRANKLIN RES INC (BEN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2021 Q2)
Avg. % of fund
0.01%
First filed
2015 Q2
Last filed
2025 Q3
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 356 -681 -65.7% 0.00% $8K $22.82
2023 Q4 REDUCED 1,037 -8,808 -89.5% 0.00% $31K $26.31
2023 Q3 ADDED 9,845 +1,139 +13.1% 0.01% $242K $21.71
2023 Q2 REDUCED 8,706 -2,069 -19.2% 0.01% $233K $23.30
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BEN price (monthly, adj. close)

Other funds also holding BEN

As of 2025 Q4 — sorted by position size

Power Corp of Canada 3Y 7Y 100.0% Azora Capital LP 3Y 7Y 8.72% Kopernik Global Investors, LLC 3Y 7Y 6.43% Bastion Asset Management Inc. 4.17% Dupree Financial Group, LLC 2.29% KETTLE HILL CAPITAL MANAGEMENT, LLC 3Y 7Y 2.08% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 1.89% Alexander Randolph Advisory, Inc. 1.71% Kinloch Capital, LLC 3Y 1.39% Altrius Capital Management Inc 3Y 1.16%
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