WRIGHT INVESTORS SERVICE INC

Position in BEN — Franklin Resources Inc

CIK 108572 SHELTON, CT

Position in BEN

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$606,645

+$151,016 QoQ

Shares Held

18,234

-5.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#334

of 662 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WRIGHT INVESTORS SERVICE INC holds $1,809,324 across 3 Asset Management names. BEN ranks #2 (33.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd.	25,679	$677,668
2	BEN	Franklin Resources Inc This page	18,234	$606,645
3	BLK	BlackRock, Inc.	546	$525,011

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$606,645	18,234	-5.5%	Shares	Sole	2026-08-05
2026-03-31	$455,629	19,290	+0.6%	Shares	Sole	2026-04-29
2025-12-31	$458,066	19,174	-2.9%	Shares	Sole	2026-01-26
2025-09-30	$456,516	19,737	-5.9%	Shares	Sole	2025-10-28
2025-06-30	$500,086	20,968	+3.5%	Shares	Sole	2025-07-11
2025-03-31	$390,043	20,262	-8.1%	Shares	Sole	2025-04-09
2024-12-31	$447,374	22,049	-67.5%	Shares	Sole	2025-01-13
2024-09-30	$1,365,847	67,784	-27.0%	Shares	Sole	2024-10-04
2024-06-30	$2,075,622	92,869	+47.4%	Shares	Sole	2024-07-26
2024-03-31	$1,770,677	62,991	+2.7%	Shares	Sole	2024-05-02
2023-12-31	$1,826,663	61,318	-15.8%	Shares	Sole	2024-01-31
2023-09-30	$1,790,259	72,834	+1.5%	Shares	Sole	2023-10-31
2023-06-30	$1,916,789	71,763	-9.1%	Shares	Sole	2023-07-27
2023-03-31	$2,126,913	78,950	+0.3%	Shares	Sole	2023-04-26
2022-12-31	$2,077,504	78,753	+0.9%	Shares	Sole	2023-01-27
2022-09-30	$1,680,109	78,072	-7.2%	Shares	Sole	2022-11-01
2022-06-30	$1,960,464	84,104	+5.3%	Shares	Sole	2022-08-02
2022-03-31	$2,230,249	79,880	+2.0%	Shares	Sole	2022-04-22
2021-12-31	$2,623,774	78,345	+8.2%	Shares	Sole	2022-01-27
2021-09-30	$2,152,679	72,432	+6.9%	Shares	Sole	2021-11-01
2021-06-30	$2,166,874	67,736	+4.0%	Shares	Sole	2021-08-03
2021-03-31	$1,927,818	65,129	—	Shares	Sole	2021-04-29
No filing history on record for this holder in this stock.