Unison Advisors LLC BEN — FRANKLIN RES INC

Ownership history in Unison Advisors LLC  ·  35 quarters on record

AI Ownership Summary

Unison Advisors LLC reported FRANKLIN RES INC (BEN) in 35 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.3% in 2025 Q2. The latest visible filing shows BEN at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BEN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Unison Advisors LLC's position in FRANKLIN RES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BEN was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BEN stock page Unison Advisors LLC fund profile Unison Advisors LLC full holdings
How Unison Advisors LLC held BEN — position size vs. price
% of Fund (quarterly)    BEN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 115,784 +1,335 +1.2% 0.27% $3.9M 2026-07-22 $32.38
2026 Q1 ADDED — — — 114,449 +2,824 +2.5% 0.21% $2.7M 2026-04-28 $29.17
2025 Q4 UNCHANGED — — — 111,625 — 0% 0.24% $2.7M 2026-01-21 $24.85
2025 Q3 UNCHANGED — — — 111,625 — 0% 0.24% $2.6M 2025-11-05 $21.91
2025 Q2 ADDED — — — 111,625 +2,012 +1.8% 0.30% $2.7M 2025-07-29 $23.34
2025 Q1 ADDED — — — 109,613 +1,766 +1.6% 0.27% $2.1M 2025-05-06 $18.80
2024 Q4 ADDED — — — 107,847 +1,604 +1.5% 0.26% $2.2M 2025-02-12 $18.44
2024 Q3 ADDED — — — 106,243 +1,394 +1.3% 0.26% $2.2M 2024-10-09 $17.78
2024 Q2 ADDED — — — 104,849 +1,232 +1.2% 0.30% $2.4M 2024-07-12 $20.72
2024 Q1 ADDED — — — 103,617 +1,097 +1.1% 0.29% $2.9M 2024-04-12 $22.38
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BEN

As of 2026 Q2 — sorted by position size

FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 2.26% Uncommon Cents Investing LLC 3Y 7Y 1.19% Keystone Financial Planning, Inc. 3Y 7Y 0.91% CHATHAM CAPITAL GROUP, INC. 3Y 7Y 0.78% Sound Income Strategies, LLC 3Y 7Y 0.71% Blackhawk Capital Partners, LLC 3Y 7Y 0.65% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.58% SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 3Y 7Y 0.47% Poehling Capital Management, INC. 3Y 7Y 0.39% ARGENT CAPITAL MANAGEMENT LLC 3Y 7Y 0.38%

FAQ About Unison Advisors LLC and BEN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Unison Advisors LLC reported owning BEN?

Unison Advisors LLC reported BEN across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BEN position in Unison Advisors LLC's portfolio?

The largest reported portfolio weight for BEN was 0.30% in 2025 Q2.

What is the latest reported BEN position on this page?

The most recent filing on this page is 2026 Q2, when Unison Advisors LLC reported 115,784 shares, equal to 0.27% of portfolio, with an estimated market value of $3.9M.

What does the chart on this BEN ownership page compare?

The chart compares Unison Advisors LLC's quarterly BEN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Unison Advisors LLC time their BEN position?

Based on 13F filing dates vs. subsequent BEN price moves, Unison Advisors LLC correctly timed 14 out of 32 reported position changes (44%). The annualised alpha on BEN relative to SPY over the holding period was -10.8%.

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