MALTESE CAPITAL MANAGEMENT LLC

Position in BEN — Franklin Resources Inc

CIK 1040762 New York, NY

Position in BEN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,771,390

+$747,157 QoQ

Shares Held

83,300

-2.8% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#178

of 662 holders

Holding Since

Mar 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MALTESE CAPITAL MANAGEMENT LLC holds $14,699,441 across 5 Asset Management names. BEN ranks #3 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRBG	Corebridge Financial, Inc.	196,100	$5,614,341
2	FHI	Federated Hermes, Inc.	50,400	$2,783,087
3	BEN	Franklin Resources Inc This page	83,300	$2,771,390
4	WT	WisdomTree, Inc.	150,000	$2,540,999
5	IVZ	Invesco Ltd.	37,500	$989,624

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,771,390	83,300	-2.8%	Shares	Defined	2026-08-14
2026-03-31	$2,024,233	85,700	+757.0%	Shares	Sole	2026-05-15
2025-12-31	$238,900	10,000	-92.5%	Shares	Sole	2026-02-17
2025-06-30	$3,174,363	133,097	-24.8%	Shares	Defined	2025-08-14
2025-03-31	$3,407,249	177,000	+96.7%	Shares	Defined	2025-05-15
2024-12-31	$1,826,100	90,000	+200.0%	Shares	Sole	2025-02-14
2024-06-30	$670,499	30,000	+50.0%	Shares	Sole	2024-08-14
2024-03-31	$562,200	20,000	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.