SEC 13F Intelligence

Lesa Sroufe & Co / BEN

Lesa Sroufe & Co’s Franklin Resources Inc Position

Does Lesa Sroufe & Co own Franklin Resources Inc (BEN)? Not currently — the last reported position was 79.8K shares worth $1M in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q1 2020
Shares
79.8K
% of Portfolio
+1.81%
Quarters Held
5
position exited

Position History BEN

Reported value by quarter
Q1 ’19: $3MQ1 ’19Q2 ’19: $3MQ2 ’19Q3 ’19: $2MQ3 ’19Q4 ’19: $2MQ4 ’19Q1 ’20: $1MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202079.8K$1M+1.81%
Q4 201979.1K$2M+1.97%
Q3 201983.3K$2M+2.29%
Q2 201992.4K$3M+2.84%
Q1 201993.7K$3M+2.66%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lesa Sroufe & Co’s full portfolio or all institutional holders of BEN.