Jackson Creek Investment Advisors LLC
Position in BEN — Franklin Resources Inc
CIK 1831003
CASTLE ROCK, CO
Position in BEN
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,814,819
+$513,292 QoQ
Shares Held
76,834
+41.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Jackson Creek Investment Advisors LLC holds $6,486,616 across 6 Asset Management names. BEN ranks #1 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEN |
Franklin Resources Inc
This page
|
76,834 | $1,814,819 | |
| 2 | PAX |
Patria Investments Ltd
|
111,728 | $1,407,772 | |
| 3 | NTRS |
Northern Trust Corp
|
9,567 | $1,335,266 | |
| 4 | IVZ |
Invesco Ltd.
|
48,272 | $1,172,526 | |
| 5 | WT |
WisdomTree, Inc.
|
32,840 | $478,150 | |
| 6 | AMG |
Affiliated Managers Group, Inc.
|
1,005 | $278,083 |
All Filings in BEN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,814,819 | 76,834 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,301,527 | 54,480 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,327,662 | 57,400 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||