Forty-three Eighteen Advisors, LLC

Position in BEN — Franklin Resources Inc

CIK 2116323 BENTONVILLE, AR

Position in BEN

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$2,225,796

+$645,595 QoQ

Shares Held

66,901

0.0% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

2.13%

of 13F equity value

Holder Rank

#202

of 662 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Forty-three Eighteen Advisors, LLC holds $4,071,979 across 4 Asset Management names. BEN ranks #1 (54.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BEN	Franklin Resources Inc This page	66,901	$2,225,796
2	PFG	Principal Financial Group Inc	12,471	$1,344,124
3	BX	Blackstone Inc.	2,525	$297,116
4	UTG	Reaves Utility Income Fund	5,033	$204,943

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,225,796	66,901	0.0%	Shares	Sole	2026-07-30
2026-03-31	$1,580,201	66,901	—	Shares	Sole	2026-05-06
No filing history on record for this holder in this stock.