Cambria Investment Management, L.P.
Position in BEN — Franklin Resources Inc
CIK 1529389
Manhattan Beach, CA
Position in BEN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,919,148
+$268,412 QoQ
Shares Held
377,610
+4.3% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Cambria Investment Management, L.P. holds $57,872,182 across 14 Asset Management names. BEN ranks #4 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
102,877 | $9,270,246 | |
| 2 | CRBG |
Corebridge Financial, Inc.
|
380,629 | $9,081,807 | |
| 3 | NTRS |
Northern Trust Corp
|
64,066 | $8,941,691 | |
| 4 | BEN |
Franklin Resources Inc
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|
377,610 | $8,919,148 | |
| 5 | AMP |
Ameriprise Financial Inc
|
20,020 | $8,896,888 | |
| 6 | FHI |
Federated Hermes, Inc.
|
156,677 | $8,885,152 | |
| 7 | BX |
Blackstone Inc.
|
12,082 | $1,389,309 | |
| 8 | BLK |
BlackRock, Inc.
|
697 | $670,311 |
All Filings in BEN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,919,148 | 377,610 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $8,650,736 | 362,107 | Shares | Other | 2026-02-17 | |
| 2020-09-30 | $494,443 | 24,297 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $496,443 | 23,674 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $478,302 | 28,658 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||