Empirical Finance, LLC

Position in BEN — Franklin Resources Inc

CIK 1572838 NEWTOWN SQUARE, PA

Position in BEN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$358,750

+$113,032 QoQ

Shares Held

10,783

+3.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#419

of 662 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Empirical Finance, LLC holds $26,074,956 across 10 Asset Management names. BEN ranks #10 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSWC	Capital Southwest Corp	525,500	$12,491,135
2	BLK	BlackRock, Inc.	5,024	$4,830,877
3	STT	State Street Corp	11,307	$1,917,667
4	AMP	Ameriprise Financial Inc	3,632	$1,666,216
5	NTRS	Northern Trust Corp	7,285	$1,266,424
6	RJF	Raymond James Financial Inc	6,417	$975,576
7	TROW	Price T Rowe Group Inc	7,956	$904,517
8	PFG	Principal Financial Group Inc	8,037	$866,227

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$358,750	10,783	+3.7%	Shares	Sole	2026-08-14
2026-03-31	$245,718	10,403	-0.1%	Shares	Sole	2026-05-15
2025-12-31	$248,742	10,412	-3.8%	Shares	Sole	2026-02-12
2025-09-30	$250,243	10,819	+1.0%	Shares	Sole	2025-11-13
2025-06-30	$255,600	10,717	+0.7%	Shares	Sole	2025-08-11
2025-03-31	$204,839	10,641	+11.0%	Shares	Sole	2025-05-07
2024-06-30	$214,336	9,590	-5.6%	Shares	Sole	2024-07-30
2024-03-31	$285,710	10,164	+3.5%	Shares	Sole	2024-05-06
2023-12-31	$292,597	9,822	+5.6%	Shares	Sole	2024-02-14
2023-09-30	$228,594	9,300	+12.1%	Shares	Sole	2023-11-02
2023-06-30	$221,586	8,296	—	Shares	Sole	2023-07-27
No filing history on record for this holder in this stock.