Keystone Financial Planning, Inc.
Position in BEN — Franklin Resources Inc
CIK 1596906
CLEVELAND, OH
Position in BEN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,518,967
+$1,017,940 QoQ
Shares Held
105,770
-0.1% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
#161
of 662 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Keystone Financial Planning, Inc. holds $11,167,689 across 2 Asset Management names. BEN ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
67,277 | $7,648,722 | |
| 2 | BEN |
Franklin Resources Inc
This page
|
105,770 | $3,518,967 |
All Filings in BEN
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,518,967 | 105,770 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,501,027 | 105,886 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,473,618 | 103,542 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,445,072 | 105,710 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,521,183 | 105,710 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,078,884 | 107,994 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,191,198 | 107,994 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,181,962 | 108,286 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,420,192 | 108,286 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,154,729 | 112,228 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $3,545,695 | 119,023 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,925,585 | 119,023 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,179,104 | 119,023 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $3,073,557 | 114,089 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,085,879 | 116,978 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,524,209 | 117,296 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,636,943 | 113,125 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $3,212,391 | 115,057 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $3,878,175 | 115,801 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $9,906,864 | 333,340 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $10,575,830 | 330,598 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,065,006 | 340,034 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $8,497,449 | 340,034 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $6,924,087 | 340,250 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $7,137,873 | 340,385 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $5,345,623 | 320,289 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||