Oakmont Investment Advisors, Inc.
Position in BEN — Franklin Resources Inc
CIK 2150170
PITTSBURGH, PA
Position in BEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$522,838
New position
Shares Held
15,715
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#361
of 662 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Oakmont Investment Advisors, Inc. holds $1,137,415 across 3 Asset Management names. BEN ranks #1 (46.0% of the industry book) .
All Filings in BEN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,838 | 15,715 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||