BEN FRANKLIN RESOURCES INC

Ownership history in Jefferies Financial Group Inc.  ·  55 quarters on record

AI Ownership Summary

Jefferies Financial Group Inc. reported FRANKLIN RESOURCES INC (BEN) in 55 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows BEN at 0.01% 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 Jefferies Financial Group Inc.'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
2025 Q4

BEN was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% 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 2025 Q4

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 Jefferies Financial Group Inc. held BEN — position size vs. price
% of Fund (quarterly)    BEN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 13 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 75,549 +65,549 +655.5% 0.01% $1.8M 2026-02-14 (Est.) $26.64
2025 Q4 UNCHANGED 10,000 0% 0.00% $239K 2026-02-14 (Est.) $26.64
2025 Q3 UNCHANGED 10,000 0% 0.00% $231K 2025-11-13 $21.67
2025 Q3 UNCHANGED 10,000 0% 0.00% $231K 2025-11-13 $21.67
2025 Q2 UNCHANGED 10,000 0% 0.00% $238K 2025-08-12 $24.64
2025 Q2 ADDED 10,000 +9,993 +142757.1% 0.00% $238K 2025-08-12 $24.64
2025 Q2 REDUCED 7 -9,993 -99.9% 0.00% $167 2025-08-12 $24.64
2025 Q1 UNCHANGED 10,000 0% 0.00% $192K 2025-05-08 $19.71
2025 Q1 REDUCED 10,000 -14,308 -58.9% 0.00% $192K 2025-05-08 $19.71
2024 Q4 REDUCED 24,308 -7,696 -24.0% 0.00% $493K 2025-02-14 $19.10
2024 Q3 REDUCED 32,004 -49,779 -60.9% 0.00% $645K 2024-11-14 $19.76
2024 Q2 REDUCED 81,783 -30,395 -27.1% 0.02% $1.8M 2024-08-13 $19.73
2023 Q4 ADDED 112,178 +100,578 +867.1% 0.02% $3.3M 2024-02-14 $23.54
42 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

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FAQ About Jefferies Financial Group Inc. and BEN

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

How long has Jefferies Financial Group Inc. reported owning BEN?

Jefferies Financial Group Inc. reported BEN across 13 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BEN position in Jefferies Financial Group Inc.'s portfolio?

The largest reported portfolio weight for BEN was 0.02% in 2023 Q4.

What is the latest reported BEN position on this page?

The most recent filing on this page is 2025 Q4, when Jefferies Financial Group Inc. reported 75,549 shares, equal to 0.01% of portfolio, with an estimated market value of $1.8M.

What does the chart on this BEN ownership page compare?

The chart compares Jefferies Financial Group Inc.'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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