Sound Financial Strategies Group, LLC
Position in BEN — Franklin Resources Inc
CIK 1800620
MADISON, MS
Position in BEN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$367,334
+$112,050 QoQ
Shares Held
11,041
+2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#418
of 666 holders
Holding Since
Mar 2021
15 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 Jun 30, 2026Sound Financial Strategies Group, LLC holds $1,245,631 across 3 Asset Management names. BEN ranks #2 (29.5% 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 | $367,334 | 11,041 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $255,284 | 10,808 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $631,173 | 26,420 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $645,350 | 27,901 | Shares | Sole | 2025-10-23 | |
| 2024-09-30 | $588,722 | 29,217 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $633,242 | 28,333 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $625,672 | 22,258 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $672,241 | 22,566 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $793,786 | 32,294 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $917,141 | 34,337 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $694,347 | 26,321 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $639,391 | 19,092 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $580,728 | 19,540 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $624,060 | 19,508 | 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. | ||||||