Franklin Resources (BEN)Freestone Grove Partners LP reduced its stake -1.17M shares

976K

Shares reported · -1.17M vs prior quarter

0.21%

Disclosed portfolio weight

$32.5M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 14, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 27, 2026CongressDisclosed purchase of BEN — reported range $1,001 - $15,000
2. Jul 21, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“Effective July 21, 2026, as approved and recommended by the Compensation Committee (the “Committee”) of the Board of Directors (the “Board”) of Franklin Resources, Inc. (the “Company”), in consultation with the independent compensation consultant of the Committee, as further approved by the Board, the Committee granted one-time special retention (1) equity awards (the “Awards”) to each of Ms. Jennifer M. Johnson,…”
3. Jul 30, 2026Company filing · Form 8-K · Material agreement, Agreement endedSigned an important agreement, and ended an important agreement (and 1 more item)
4. Jul 31, 2026Company filing · Form 8-K · Results, Bylaws or charterReported its results, and changed its bylaws, charter or fiscal year (and 1 more item)
5. Aug 5, 2026Company filing · Form 8-K · New debt, Other newsTook on new debt or obligations, and reported other company news
6. Aug 13, 20265% stakePower Corporation of Canada reported a passive stake (13G) of 5.0%

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Franklin Resources

For Franklin Resources, OQRO holds 1 Congress trade report and 9 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its BEN page.

How this filing works

• SEC Form 13F

Other disclosures at Franklin Resources

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Schedule 13GAug 13, 2026
• SEC Form 13F-HRAug 10, 2026
• SEC Form 13F-HRJul 24, 2026
• SEC Form 13F-HRJul 23, 2026

Everything OQRO holds on this company is on its BEN page.