SEC 13F Intelligence

Pzena Investment Management LLC / BEN

Pzena Investment Management LLC’s Franklin Resources Inc Position

Does Pzena Investment Management LLC own Franklin Resources Inc (BEN)? Not currently — the last reported position was 2.13M shares worth $74M in Q2 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$74M
Q2 2019
Shares
2.13M
% of Portfolio
+0.39%
Quarters Held
3
position exited

Position History BEN

Reported value by quarter
Q4 ’18: $279MQ4 ’18Q1 ’19: $286MQ1 ’19Q2 ’19: $74MQ2 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20192.13M$74M+0.39%
Q1 20198.64M$286M+1.56%
Q4 20189.40M$279M+1.63%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Pzena Investment Management LLC’s full portfolio or all institutional holders of BEN.