SEC 13F Intelligence

Gallagher Fiduciary Advisors, LLC / BEN

Gallagher Fiduciary Advisors, LLC’s Franklin Resources Inc Position

Does Gallagher Fiduciary Advisors, LLC own Franklin Resources Inc (BEN)? Yes — 1.41M shares worth $33M (+1.29% of its 13F portfolio) as of Q1 2026, down from 1.42M shares the prior filed quarter.

Position Value
$33M
Q1 2026
Shares
1.41M
% of Portfolio
+1.29%
Quarters Held
27
currently held

Position History BEN

Reported value by quarter
Q4 ’18: $57MQ4 ’18Q1 ’19: $61MQ2 ’19: $62MQ3 ’19: $50MQ4 ’19: $44MQ4 ’19Q1 ’20: $29MQ2 ’20: $37MQ3 ’20: $36MQ4 ’20: $43MQ4 ’20Q1 ’21: $50MQ2 ’21: $54MQ3 ’21: $52MQ4 ’21: $58MQ4 ’21Q1 ’22: $49MQ2 ’22: $41MQ3 ’22: $38MQ4 ’22: $46,400Q4 ’22Q1 ’23: $46MQ2 ’23: $45MQ3 ’23: $42MQ4 ’23: $50MQ4 ’23Q1 ’24: $45MQ1 ’25: $29MQ2 ’25: $35MQ3 ’25: $33MQ3 ’25Q4 ’25: $34MQ1 ’26: $33Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.41M$33M+1.29%
Q4 20251.42M$34M+1.10%
Q3 20251.43M$33M+1.21%
Q2 20251.49M$35M+1.37%
Q1 20251.50M$29M+0.95%
Q1 20241.60M$45M+1.59%
Q4 20231.67M$50M+1.71%
Q3 20231.69M$42M+3.65%
Q2 20231.70M$45M+3.45%
Q1 20231.72M$46M+3.82%
Q4 20221.76M$46,400+6.25%
Q3 20221.76M$38M+3.89%
Q2 20221.76M$41M+7.01%
Q1 20221.74M$49M+6.37%
Q4 20211.74M$58M+7.22%
Q3 20211.76M$52M+5.59%
Q2 20211.70M$54M+4.73%
Q1 20211.69M$50M+3.77%
Q4 20201.72M$43M+3.30%
Q3 20201.79M$36M+3.55%
Q2 20201.77M$37M+3.59%
Q1 20201.75M$29M+2.79%
Q4 20191.71M$44M+4.54%
Q3 20191.74M$50M+12.35%
Q2 20191.79M$62M+7.84%
Q1 20191.84M$61M+8.01%
Q4 20181.92M$57M+18.19%

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