CONTRAVISORY INVESTMENT MANAGEMENT, INC.

Position in BEN — Franklin Resources Inc

CIK 1365707 Norwell, MA

Position in BEN

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$989,250

+$283,485 QoQ

Shares Held

29,734

-0.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#275

of 662 holders

Holding Since

Jun 2021

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CONTRAVISORY INVESTMENT MANAGEMENT, INC. holds $4,458,682 across 14 Asset Management names. BEN ranks #3 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd.	49,852	$1,315,594
2	NTRS	Northern Trust Corp	6,429	$1,117,617
3	BEN	Franklin Resources Inc This page	29,734	$989,250
4	GDV	Gabelli Dividend & Income Trust	19,145	$562,863
5	DNP	Dnp Select Income Fund Inc	10,800	$116,532
6	STT	State Street Corp	626	$106,169
7	PFG	Principal Financial Group Inc	769	$82,882
8	CEF	Sprott Physical Gold & Silver Trust	1,986	$79,896

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$989,250	29,734	-0.5%	Shares	Sole	2026-07-09
2026-03-31	$705,765	29,880	+2.7%	Shares	Sole	2026-04-20
2025-12-31	$695,222	29,101	-3.1%	Shares	Sole	2026-01-12
2025-09-30	$694,570	30,029	+1151.2%	Shares	Sole	2025-10-09
2025-06-30	$57,240	2,400	0.0%	Shares	Sole	2025-07-10
2025-03-31	$46,200	2,400	-80.4%	Shares	Sole	2025-04-10
2022-03-31	$342,606	12,271	-1.2%	Shares	Sole	2022-04-08
2021-12-31	$415,811	12,416	+1.2%	Shares	Sole	2022-01-12
2021-09-30	$364,694	12,271	0.0%	Shares	Sole	2021-10-12
2021-06-30	$392,549	12,271	—	Shares	Sole	2021-07-14
No filing history on record for this holder in this stock.