Franklin Templeton, Inc. filed Amendment No. 3 to a Schedule 13G with the SEC on October 26, 2026, disclosing beneficial ownership of Class A common stock of Andersen Group Inc. as of September 30, 2026.

Key Highlights

  • Aggregate beneficial ownership: Franklin Templeton, Inc. reported 638,609 shares of Andersen Group Inc. Class A common stock, representing 3.5% of the class.
  • Sole voting and dispositive power: Franklin Advisers, Inc. holds sole voting and sole dispositive power over 620,189 shares.
  • Shared voting and dispositive power: Franklin Advisers, Inc. holds shared voting and shared dispositive power over 18,420 shares.
  • Name change noted: According to the filing, effective August 17, 2026, Franklin Resources, Inc. was renamed Franklin Templeton, Inc.
  • Triggering event date: The date of event requiring this filing is listed as September 30, 2026.
  • Ownership classification: The filing confirms ownership of 5 percent or less of the class.

Franklin Templeton Discloses Position in Andersen Group Class A Shares

Franklin Templeton, Inc., organized in Delaware and headquartered at One Franklin Parkway, San Mateo, CA 94403-1906, filed Amendment No. 3 to Schedule 13G reporting beneficial ownership in Andersen Group Inc. (CUSIP: 033853102), whose Class A common stock carries a par value of $0.0001. The issuer's principal executive offices are listed at 333 Bush Street, Suite 1700, San Francisco, CA 94104, according to the filing.

The filing reports that Franklin Advisers, Inc., a subsidiary identified in the attached Exhibit C, is the entity through which the reported shares are held and managed. Franklin Advisers, Inc. is attributed with sole voting power and sole dispositive power over 620,189 shares, and shared voting power and shared dispositive power over 18,420 shares, for a combined aggregate of 638,609 shares. The filing notes that one or more investment management contracts provide that the applicable Franklin Templeton affiliate shares investment power over certain securities with another entity.

Two individual reporting persons, Charles B. Johnson and Rupert H. Johnson, Jr., both U.S. citizens, are also named in the filing. Each is listed with zero shares across all four power categories - sole voting, shared voting, sole dispositive, and shared dispositive - resulting in 0% beneficial ownership reported for each. The filing discloses that clients of the investment management subsidiaries, including registered investment companies and other managed accounts, "have the right to receive or power to direct the receipt of dividends from, and the proceeds from the sale of, the securities reported herein."

What Was Disclosed

Franklin Templeton, Inc., together with Charles B. Johnson and Rupert H. Johnson, Jr., filed Amendment No. 3 to Schedule 13G disclosing aggregate beneficial ownership of 638,609 shares, or 3.5%, of Andersen Group Inc. Class A common stock as of September 30, 2026.