FARMERS & MERCHANTS TRUST Co OF LONG BEACH
BankPosition in BEN — Franklin Resources Inc
CIK 1737090
LONG BEACH, CA
Position in BEN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$880,457
+$255,378 QoQ
Shares Held
26,464
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#288
of 662 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026FARMERS & MERCHANTS TRUST Co OF LONG BEACH holds $1,831,946 across 4 Asset Management names. BEN ranks #1 (48.1% of the industry book) .
All Filings in BEN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $880,457 | 26,464 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $625,079 | 26,464 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $632,224 | 26,464 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $612,112 | 26,464 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $640,300 | 26,847 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $509,432 | 26,464 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $536,954 | 26,464 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $533,249 | 26,464 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $591,470 | 26,464 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $743,903 | 26,464 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $788,362 | 26,464 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $650,485 | 26,464 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $706,853 | 26,464 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $712,940 | 26,464 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $298,094 | 11,300 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||