FOUNDATION RESOURCE MANAGEMENT INC
EndowmentPosition in BEN — Franklin Resources Inc
CIK 1179232
LITTLE ROCK, AR
Position in BEN
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$13,827,502
-$262,366 QoQ
Shares Held
585,415
-0.7% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026FOUNDATION RESOURCE MANAGEMENT INC holds $35,773,478 across 2 Asset Management names. BEN ranks #2 (38.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHI |
Federated Hermes, Inc.
|
386,986 | $21,945,976 | |
| 2 | BEN |
Franklin Resources Inc
This page
|
585,415 | $13,827,502 |
All Filings in BEN
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,827,502 | 585,415 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $14,089,868 | 589,781 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $13,536,601 | 585,240 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $13,864,648 | 581,327 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $11,077,720 | 575,466 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $11,613,569 | 572,379 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $11,803,225 | 585,768 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $13,065,944 | 584,606 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $16,425,684 | 584,336 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $17,138,067 | 575,296 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $13,833,673 | 562,802 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $15,060,032 | 563,835 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $14,651,884 | 543,871 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $14,101,666 | 534,559 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $11,501,945 | 534,477 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $12,053,414 | 517,092 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $14,087,482 | 504,566 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $15,544,885 | 464,165 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $13,495,227 | 454,079 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $14,464,470 | 452,156 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $13,355,076 | 451,185 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $11,038,507 | 441,717 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $8,602,046 | 422,705 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $8,811,174 | 420,180 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $7,141,851 | 427,912 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||