BEN β€” FRANKLIN RES INC

Ownership history in Biechele Royce Advisors  Β·  25 quarters on record

AI Ownership Summary

Biechele Royce Advisors reported FRANKLIN RES INC (BEN) in 25 quarterly 13F filings from 2023 Q3 through 2024 Q2. Peak portfolio weight reached 3.92% in 2023 Q3. The latest visible filing shows BEN at 2.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BEN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Biechele Royce Advisors's position in FRANKLIN RES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q2

BEN was reported at 2.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.92% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2024 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Biechele Royce Advisors held BEN β€” position size vs. price
% of Fund (quarterly)    BEN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 REDUCED 351,290 -28,133 -7.4% 2.65% $7.9M 2024-07-31 $20.93
2024 Q1 REDUCED 379,423 -17,716 -4.5% 3.54% $10.7M 2024-05-06 $21.14
2023 Q4 REDUCED 397,139 -35,483 -8.2% 3.87% $11.8M 2024-02-13 $23.48
2023 Q3 REDUCED 432,622 -10,253 -2.3% 3.92% $10.6M 2023-11-01 $19.91
21 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Biechele Royce Advisors and BEN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Biechele Royce Advisors reported owning BEN?

Biechele Royce Advisors reported BEN across 4 quarterly 13F filings, from 2023 Q3 through 2024 Q2.

What was the largest reported BEN position in Biechele Royce Advisors's portfolio?

The largest reported portfolio weight for BEN was 3.92% in 2023 Q3.

What is the latest reported BEN position on this page?

The most recent filing on this page is 2024 Q2, when Biechele Royce Advisors reported 351,290 shares, equal to 2.65% of portfolio, with an estimated market value of $7.9M.

What does the chart on this BEN ownership page compare?

The chart compares Biechele Royce Advisors's quarterly BEN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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