Ironwood Investment Counsel, LLC
Position in BEN — Franklin Resources Inc
CIK 1330463
SCOTTSDALE, AZ
Position in BEN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,729,241
+$691,827 QoQ
Shares Held
51,976
+18.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#227
of 662 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Ironwood Investment Counsel, LLC holds $6,059,392 across 7 Asset Management names. BEN ranks #1 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEN |
Franklin Resources Inc
This page
|
51,976 | $1,729,241 | |
| 2 | TROW |
Price T Rowe Group Inc
|
15,138 | $1,721,039 | |
| 3 | STT |
State Street Corp
|
5,742 | $973,843 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
43,970 | $829,713 | |
| 5 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
7,165 | $279,793 | |
| 6 | IVZ |
Invesco Ltd.
|
10,562 | $278,731 | |
| 7 | AMG |
Affiliated Managers Group, Inc.
|
730 | $247,032 |
All Filings in BEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,729,241 | 51,976 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,037,414 | 43,921 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $987,087 | 41,318 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $960,149 | 41,511 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,000,125 | 41,934 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $772,464 | 40,128 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $760,793 | 37,496 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $734,709 | 36,462 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $768,527 | 34,386 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $986,829 | 35,106 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,049,144 | 35,218 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,031,327 | 41,958 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,141,291 | 42,729 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,145,407 | 42,517 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,122,363 | 42,546 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $895,016 | 41,590 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $927,784 | 39,802 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,023,379 | 36,654 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,206,343 | 36,021 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,064,451 | 35,816 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,127,615 | 35,249 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,007,968 | 34,053 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $3,426,528 | 137,116 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,619,329 | 128,714 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,527,933 | 120,550 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,440,931 | 86,335 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||