POLEN CAPITAL MANAGEMENT LLC

Position in BEN — Franklin Resources Inc

CIK 1034524 Boca Raton, FL

Position in BEN

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$457,795

New position

Shares Held

13,760

first reported quarter

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#379

of 662 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

POLEN CAPITAL MANAGEMENT LLC holds $5,355,143 across 3 Asset Management names. BEN ranks #3 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WT	WisdomTree, Inc.	149,051	$2,524,923
2	VCTR	Victory Capital Holdings, Inc.	28,223	$2,372,425
3	BEN	Franklin Resources Inc This page	13,760	$457,795

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$457,795	13,760	—	Shares	Sole	2026-08-04
No filing history on record for this holder in this stock.