Azimuth Capital Investment Management LLC

Position in BEN — Franklin Resources Inc

CIK 1942364 BLOOMFIELD HILLS, MI

Position in BEN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,507,086

New position

Shares Held

135,470

first reported quarter

Ownership

0.027%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#133

of 662 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Azimuth Capital Investment Management LLC holds $23,695,040 across 4 Asset Management names. BEN ranks #2 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	87,521	$14,843,561
2	BEN	Franklin Resources Inc This page	135,470	$4,507,086
3	BAM	Brookfield Asset Management Ltd.	91,948	$4,123,867
4	CSQ	Calamos Strategic Total Return Fund	10,726	$220,526

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,507,086	135,470	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.