Sound Financial Strategies Group, LLC

Position in BEN — Franklin Resources Inc

CIK 1800620 MADISON, MS

Position in BEN

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$255,284

-$375,889 QoQ

Shares Held

10,808

-59.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Sound Financial Strategies Group, LLC holds $1,034,471 across 3 Asset Management names. BEN ranks #3 (24.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RQI	Cohen & Steers Quality Income Realty Fund Inc	41,436	$499,303
2	TROW	Price T Rowe Group Inc	3,105	$279,884
3	BEN	Franklin Resources Inc This page	10,808	$255,284

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$255,284	10,808	-59.1%	Shares	Sole	2026-05-08
2025-12-31	$631,173	26,420	-5.3%	Shares	Sole	2026-02-03
2025-09-30	$645,350	27,901	-4.5%	Shares	Sole	2025-10-23
2024-09-30	$588,722	29,217	+3.1%	Shares	Sole	2024-11-12
2024-06-30	$633,242	28,333	+27.3%	Shares	Sole	2024-08-12
2024-03-31	$625,672	22,258	-1.4%	Shares	Sole	2024-05-13
2023-12-31	$672,241	22,566	-30.1%	Shares	Sole	2024-02-02
2023-09-30	$793,786	32,294	-5.9%	Shares	Sole	2023-11-06
2023-06-30	$917,141	34,337	+30.5%	Shares	Sole	2023-08-07
2022-12-31	$694,347	26,321	+37.9%	Shares	Sole	2023-01-30
2021-12-31	$639,391	19,092	-2.3%	Shares	Sole	2022-02-03
2021-09-30	$580,728	19,540	+0.2%	Shares	Sole	2021-11-03
2021-06-30	$624,060	19,508	-4.8%	Shares	Sole	2021-07-30
2021-03-31	$606,829	20,501	—	Shares	Sole	2021-05-07
No filing history on record for this holder in this stock.