Kinloch Capital, LLC

Position in BEN — Franklin Resources Inc

CIK 1818557 GLEN ALLEN, VA

Position in BEN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,736,646

+$1,967,414 QoQ

Shares Held

172,427

+8.1% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

2.63%

of 13F equity value

Holder Rank

#113

of 662 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Kinloch Capital, LLC holds $11,342,727 across 3 Asset Management names. BEN ranks #1 (50.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BEN	Franklin Resources Inc This page	172,427	$5,736,646
2	TROW	Price T Rowe Group Inc	46,798	$5,320,464
3	PFG	Principal Financial Group Inc	2,650	$285,617

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,736,646	172,427	+8.1%	Shares	Sole	2026-08-14
2026-03-31	$3,769,232	159,578	+18.2%	Shares	Sole	2026-05-15
2025-12-31	$3,225,102	134,998	-16.4%	Shares	Sole	2026-02-20
2025-09-30	$3,734,777	161,469	+1.4%	Shares	Sole	2025-11-14
2025-06-30	$3,799,042	159,289	+1.8%	Shares	Sole	2025-08-14
2025-03-31	$3,011,450	156,439	+35.4%	Shares	Sole	2025-05-15
2024-12-31	$2,344,083	115,529	-8.3%	Shares	Sole	2025-02-18
2024-09-30	$2,538,355	125,973	-1.5%	Shares	Sole	2024-11-14
2024-06-30	$2,858,632	127,903	-0.7%	Shares	Sole	2024-08-14
2024-03-31	$3,620,511	128,798	+18.2%	Shares	Sole	2024-05-15
2023-12-31	$3,246,543	108,981	-7.1%	Shares	Sole	2024-02-14
2023-09-30	$2,883,258	117,301	-1.6%	Shares	Sole	2023-11-14
2023-06-30	$3,185,007	119,244	-0.6%	Shares	Sole	2023-08-14
2023-03-31	$3,232,530	119,990	+21.1%	Shares	Sole	2023-05-12
2022-12-31	$2,613,888	99,086	+3.7%	Shares	Sole	2023-02-14
2022-09-30	$2,055,999	95,539	+4.6%	Shares	Sole	2022-11-14
2022-06-30	$2,128,599	91,317	+10.8%	Shares	Sole	2022-08-15
2022-03-31	$2,301,417	82,429	+5.3%	Shares	Sole	2022-05-12
2021-12-31	$2,620,492	78,247	-17.5%	Shares	Sole	2022-01-20
2021-09-30	$2,819,239	94,860	+6.7%	Shares	Sole	2021-10-21
2021-06-30	$2,843,495	88,887	-0.6%	Shares	Sole	2021-08-04
2021-03-31	$2,647,305	89,436	+3.2%	Shares	Sole	2021-05-11
2020-12-31	$2,166,483	86,694	—	Shares	Sole	2021-01-21
No filing history on record for this holder in this stock.