SVB WEALTH LLC

Position in BEN — Franklin Resources Inc

CIK 1626116 BOSTON, MA

Position in BEN

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$3,592,725

+$596,577 QoQ

Shares Held

107,987

-14.9% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#159

of 662 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Financial Services · as of Jun 30, 2026

SVB WEALTH LLC holds $3,592,725 across 1 Asset Management name. BEN ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BEN	Franklin Resources Inc This page	107,987	$3,592,725

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,592,725	107,987	-14.9%	Shares	Sole	2026-07-17
2026-03-31	$2,996,148	126,848	+20.6%	Shares	Sole	2026-04-17
2025-12-31	$2,512,103	105,153	+982.6%	Shares	Sole	2026-02-04
2024-06-30	$217,085	9,713	-10.0%	Shares	Sole	2024-08-06
2024-03-31	$303,418	10,794	-2.0%	Shares	Sole	2024-05-15
2023-12-31	$328,255	11,019	+8.9%	Shares	Sole	2024-01-30
2023-09-30	$248,823	10,123	-0.6%	Shares	Sole	2023-10-23
2023-06-30	$271,907	10,180	-3.7%	Shares	Sole	2023-07-24
2023-03-31	$284,808	10,572	-8.6%	Shares	Sole	2023-05-12
2022-12-31	$304,978	11,561	+0.0%	Shares	Sole	2023-02-10
2022-09-30	$248,706	11,557	+21.3%	Shares	Sole	2022-11-09
2022-06-30	$222,004	9,524	+0.9%	Shares	Sole	2022-08-16
2022-03-31	$263,620	9,442	-16.5%	Shares	Sole	2022-05-13
2021-12-31	$378,537	11,303	+4.5%	Shares	Sole	2022-02-15
2021-09-30	$321,510	10,818	+31.4%	Shares	Sole	2021-11-09
2021-06-30	$263,437	8,235	-0.7%	Shares	Sole	2021-08-13
2021-03-31	$245,502	8,294	-9.0%	Shares	Sole	2021-05-11
2020-12-31	$227,808	9,116	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.