Position in BEN
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$299,359
-$700,700 QoQ
Shares Held
12,674
-69.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Oak Thistle LLC holds $30,793,630 across 8 Asset Management names. BEN ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMG |
Affiliated Managers Group, Inc.
|
31,835 | $8,808,744 | |
| 2 | EQH |
Equitable Holdings, Inc.
|
180,199 | $6,687,184 | |
| 3 | TPG |
TPG Inc.
|
155,215 | $6,287,759 | |
| 4 | BLK |
BlackRock, Inc.
|
4,630 | $4,452,717 | |
| 5 | NTRS |
Northern Trust Corp
|
18,972 | $2,647,922 | |
| 6 | AMP |
Ameriprise Financial Inc
|
2,954 | $1,312,757 | |
| 7 | BEN |
Franklin Resources Inc
This page
|
12,674 | $299,359 | |
| 8 | ARES |
Ares Management Corp
|
2,724 | $297,188 |
All Filings in BEN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $299,359 | 12,674 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,000,059 | 41,861 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,541,498 | 66,645 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,553,660 | 65,143 | Shares | Sole | 2025-08-08 | |
| 2023-09-30 | $534,320 | 21,738 | Shares | Sole | 2023-10-18 | |
| 2022-03-31 | $518,083 | 18,556 | Shares | Other | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||