Gallagher Fiduciary Advisors, LLC BEN — Franklin Resources Inc.

Ownership history in Gallagher Fiduciary Advisors, LLC  ·  47 quarters on record

AI Ownership Summary

Gallagher Fiduciary Advisors, LLC reported Franklin Resources Inc. (BEN) in 47 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.71% in 2023 Q4. The latest visible filing shows BEN at 1.29% 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 Gallagher Fiduciary Advisors, LLC's position in Franklin Resources 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
2026 Q1

BEN was reported at 1.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.71% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

BEN stock page Gallagher Fiduciary Advisors, LLC fund profile Gallagher Fiduciary Advisors, LLC full holdings
How Gallagher Fiduciary Advisors, LLC held BEN — position size vs. price
% of Fund (quarterly)    BEN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,408,138 -15,934 -1.1% 1.29% $33.3M 2026-05-15 $31.83
2025 Q4 REDUCED — — — 1,424,072 -4,432 -0.3% 1.10% $34.0M 2026-02-17 $27.09
2025 Q3 REDUCED — — — 1,428,504 -57,029 -3.8% 1.21% $33.0M 2025-11-14 $21.55
2025 Q2 REDUCED — — — 1,485,533 -14,272 -1.0% 1.37% $35.4M 2025-08-14 $24.58
2025 Q1 REDUCED 6.2% +25.6% ❌ 1,499,805 -98,768 -6.2% 0.95% $28.9M 2025-05-15 $20.98
2024 Q1 REDUCED — — — 1,598,573 -68,960 -4.1% 1.59% $44.9M 2024-05-15 $21.81
2023 Q4 REDUCED — — — 1,667,533 -21,598 -1.3% 1.71% $49.7M 2024-02-14 $23.54
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BEN

As of 2026 Q1 — sorted by position size

Power Corp of Canada 3Y 7Y 100.0% Azora Capital LP 3Y 7Y 7.92% Kopernik Global Investors, LLC 3Y 7Y 5.81% KETTLE HILL CAPITAL MANAGEMENT, LLC 3Y 7Y 5.52% Bastion Asset Management Inc. 2.03% Fire Capital Management LLC 1.91% Alexander Randolph Advisory, Inc. 1.73% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 1.56% Kinloch Capital, LLC 3Y 1.54% Board of the Pension Protection Fund 1.38%

FAQ About Gallagher Fiduciary Advisors, LLC and BEN

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

How long has Gallagher Fiduciary Advisors, LLC reported owning BEN?

Gallagher Fiduciary Advisors, LLC reported BEN across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BEN position in Gallagher Fiduciary Advisors, LLC's portfolio?

The largest reported portfolio weight for BEN was 1.71% in 2023 Q4.

What is the latest reported BEN position on this page?

The most recent filing on this page is 2026 Q1, when Gallagher Fiduciary Advisors, LLC reported 1,408,138 shares, equal to 1.29% of portfolio, with an estimated market value of $33.3M.

What does the chart on this BEN ownership page compare?

The chart compares Gallagher Fiduciary Advisors, LLC'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.

How well did Gallagher Fiduciary Advisors, LLC time their BEN position?

Based on 13F filing dates vs. subsequent BEN price moves, Gallagher Fiduciary Advisors, LLC correctly timed 26 out of 46 reported position changes (57%). The annualised alpha on BEN relative to SPY over the holding period was -29.9%.

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