BEN — FRANKLIN RESOURCES INC COM

Ownership history in Quantbot Technologies LP  ·  28 quarters on record

This page tracks every 13F SEC filing in which Quantbot Technologies LP reported a position in FRANKLIN RESOURCES INC COM (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
0.53% (2019 Q4)
Avg. % of fund
0.12%
First filed
2012 Q4
Last filed
2025 Q3
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 75,031 -37,452 -33.3% 0.05% $1.7M $22.82
2025 Q1 REDUCED 112,483 -107,384 -48.8% 0.07% $2.2M $18.47
2024 Q4 REDUCED 219,867 -38,177 -14.8% 0.16% $4.5M $19.15
2024 Q3 ADDED 258,044 +109,196 +73.4% 0.21% $5.2M $18.72
24 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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