BEN — FRANKLIN RESOURCES INC

Ownership history in Scientech Research LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Scientech Research LLC reported a position in FRANKLIN RESOURCES 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
0.25% (2025 Q3)
Avg. % of fund
0.14%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 30,604 +18,380 +150.4% 0.25% $708K $22.82
2024 Q4 REDUCED 12,224 -25,327 -67.4% 0.07% $248K $19.15
2024 Q3 ADDED 37,551 +16,801 +81.0% 0.15% $757K $18.72
2024 Q2 INITIATED 20,750 — — 0.10% $464K —
% 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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