BEN — FRANKLIN RES INC

Ownership history in Dynamic Technology Lab Private Ltd  ·  11 quarters on record

This page tracks every 13F SEC filing in which Dynamic Technology Lab Private Ltd 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
0.31% (2024 Q1)
Avg. % of fund
0.12%
First filed
2017 Q4
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 13,520 -90,637 -87.0% 0.05% $313K $22.82
2024 Q1 ADDED 104,157 +83,853 +413.0% 0.31% $2.9M $25.37
2023 Q3 REDUCED 20,304 -6,279 -23.6% 0.05% $499K $21.71
2022 Q3 ADDED 26,583 +440 +1.7% 0.06% $572K $18.14
7 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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