SEC 13F Intelligence

Wedge Capital Management L L P/Nc / BEN

Wedge Capital Management L L P/Nc’s Franklin Resources Inc Position

Does Wedge Capital Management L L P/Nc own Franklin Resources Inc (BEN)? Yes — 1.25M shares worth $29M (+0.54% of its 13F portfolio) as of Q1 2026, down from 1.31M shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
1.25M
% of Portfolio
+0.54%
Quarters Held
25
currently held

Position History BEN

Reported value by quarter
Q4 ’18: $24MQ4 ’18Q1 ’19: $27MQ2 ’19: $28MQ3 ’19: $28MQ4 ’19: $30MQ4 ’19Q1 ’20: $16MQ2 ’20: $24MQ3 ’20: $19MQ4 ’20: $25MQ4 ’20Q1 ’21: $33MQ2 ’21: $32MQ3 ’21: $30MQ4 ’21: $30MQ4 ’21Q1 ’22: $30MQ2 ’22: $27MQ3 ’22: $25MQ4 ’22: $31MQ4 ’22Q1 ’23: $31MQ2 ’23: $31MQ3 ’23: $33MQ4 ’23: $44MQ4 ’23Q1 ’24: $40MQ3 ’25: $32MQ4 ’25: $31MQ1 ’26: $29MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.25M$29M+0.54%
Q4 20251.31M$31M+0.56%
Q3 20251.40M$32M+0.55%
Q1 20241.44M$40M+0.66%
Q4 20231.49M$44M+0.79%
Q3 20231.35M$33M+0.65%
Q2 20231.15M$31M+0.49%
Q1 20231.15M$31M+0.52%
Q4 20221.19M$31M+0.51%
Q3 20221.18M$25M+0.43%
Q2 20221.16M$27M+0.43%
Q1 20221.08M$30M+0.41%
Q4 2021904.0K$30M+0.37%
Q3 20211.02M$30M+0.39%
Q2 20211.00M$32M+0.39%
Q1 20211.13M$33M+0.40%
Q4 20201.01M$25M+0.29%
Q3 2020935.6K$19M+0.25%
Q2 20201.13M$24M+0.33%
Q1 2020945.6K$16M+0.27%
Q4 20191.14M$30M+0.33%
Q3 2019966.2K$28M+0.32%
Q2 2019818.1K$28M+0.33%
Q1 2019819.7K$27M+0.31%
Q4 2018804.5K$24M+0.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wedge Capital Management L L P/Nc’s full portfolio or all institutional holders of BEN.