Position in BEN
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$2,196
+$142 QoQ
Shares Held
93
+8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
12 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 Mar 31, 2026Inspire Investing, LLC holds $6,546,021 across 8 Asset Management names. BEN ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHI |
Federated Hermes, Inc.
|
49,764 | $2,822,116 | |
| 2 | PAX |
Patria Investments Ltd
|
143,727 | $1,810,960 | |
| 3 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
14,034 | $515,749 | |
| 4 | CNS |
Cohen & Steers, Inc.
|
8,234 | $515,036 | |
| 5 | SEIC |
Sei Investments Co
|
5,746 | $450,888 | |
| 6 | AMG |
Affiliated Managers Group, Inc.
|
1,238 | $342,554 | |
| 7 | HTGC |
Hercules Capital, Inc.
|
5,858 | $86,522 | |
| 8 | BEN |
Franklin Resources Inc
This page
|
93 | $2,196 |
All Filings in BEN
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,196 | 93 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,054 | 86 | Shares | Sole | 2026-02-17 | |
| 2023-12-31 | $446,671 | 14,994 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $367,274 | 14,942 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $392,583 | 14,698 | Shares | Sole | 2023-07-31 | |
| 2022-09-30 | $293,704 | 13,648 | Shares | Defined | 2022-11-07 | |
| 2021-06-30 | $1,011,427 | 31,617 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $545,054 | 18,414 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $503,048 | 20,130 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,139,783 | 56,009 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $493,004 | 23,510 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $428,515 | 25,675 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||