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AIMZ Investment Advisors’s Franklin Resources BEN Stock Holding History

AIMZ Investment Advisors’s Portfolio BEN Stock Details BEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.79M Sell
75,728
-1,004
-1% -$25.8K 0.55% 60
2025
Q4 		$1.83M Sell
76,732
-821
-1% -$18.9K 0.52% 59
2025
Q3 		$1.79M Sell
77,553
-2,449
-3% -$60.5K 0.56% 56
2025
Q2 		$1.91M Sell
80,002
-114
-0.1% -$2.35K 0.64% 52
2025
Q1 		$1.54M Sell
80,116
-540
-0.7% -$10.8K 0.54% 62
2024
Q4 		$1.64M Sell
80,656
-8,146
-9% -$172K 0.57% 55
2024
Q3 		$1.79M Sell
88,802
-474
-0.5% -$10.2K 0.61% 49
2024
Q2 		$2M Sell
89,276
-1,179
-1% -$28.4K 0.72% 43
2024
Q1 		$2.54M Sell
90,455
-1,480
-2% -$40.8K 0.95% 36
2023
Q4 		$2.74M Sell
91,935
-1,977
-2% -$49.2K 1.11% 31
2023
Q3 		$2.31M Sell
93,912
-431
-0.5% -$11.7K 1.03% 35
2023
Q2 		$2.52M Sell
94,343
-180
-0.2% -$4.65K 1.08% 32
2023
Q1 		$2.55M Sell
94,523
-982
-1% -$28.7K 1.14% 33
2022
Q4 		$2.52M Sell
95,505
-6,776
-7% -$168K 1.19% 33
2022
Q3 		$2.2M Sell
102,281
-1,279
-1% -$32.9K 1.11% 35
2022
Q2 		$2.41M Buy
103,560
+18
+0% +$460 1.16% 33
2022
Q1 		$2.89M Sell
103,542
-3,086
-3% -$94.3K 1.19% 28
2021
Q4 		$3.57M Buy
106,628
+1,916
+2% +$63.1K 1.39% 23
2021
Q3 		$3.11M Sell
104,712
-1,544
-1% -$48.2K 1.4% 21
2021
Q2 		$3.4M Sell
106,256
-35
-0% -$1.13K 1.52% 19
2021
Q1 		$3.15M Sell
106,291
-465
-0.4% -$12.7K 1.54% 20
2020
Q4 		$2.67M Buy
106,756
+343
+0.3% +$7.66K 1.4% 24
2020
Q3 		$2.17M Sell
106,413
-1,839
-2% -$38.6K 1.3% 30
2020
Q2 		$2.27M Buy
108,252
+1,908
+2% +$36K 1.47% 24
2020
Q1 		$1.77M Buy
106,344
+5,238
+5% +$120K 1.38% 30
2019
Q4 		$2.63M Buy
101,106
+238
+0.2% +$6.47K 1.7% 20
2019
Q3 		$2.91M Sell
100,868
-271
-0.3% -$8.28K 2% 18
2019
Q2 		$3.52M Buy
101,139
+28
+0% +$952 2.43% 10
2019
Q1 		$3.35M Buy
101,111
+182
+0.2% +$5.75K 2.3% 14
2018
Q4 		$2.99M Sell
100,929
-620
-0.6% -$19.1K 2.31% 13
2018
Q3 		$3.09M Buy
101,549
+68,465
+207% +$2.21M 1.99% 15
2018
Q2 		$1.06M Sell
33,084
-137
-0.4% -$4.59K 0.75% 51
2018
Q1 		$1.15M Sell
33,221
-90
-0.3% -$3.66K 0.84% 49
2017
Q4 		$1.44M Sell
33,311
-392
-1% -$17K 1.08% 37
2017
Q3 		$1.5M Sell
33,703
-141
-0.4% -$6.18K 1.23% 34
2017
Q2 		$1.52M Sell
33,844
-42
-0.1% -$1.79K 1.27% 29
2017
Q1 		$1.43M Sell
33,886
-141
-0.4% -$5.85K 1.2% 31
2016
Q4 		$1.35M Sell
34,027
-270
-0.8% -$10.1K 1.2% 33
2016
Q3 		$1.22M Buy
34,297
+9
+0% +$318 1.09% 35
2016
Q2 		$1.14M Sell
34,288
-216
-0.6% -$7.85K 1.05% 42
2016
Q1 		$1.35M Sell
34,504
-290
-0.8% -$10.3K 0.59% 55
2015
Q4 		$1.28M Sell
34,794
-693
-2% -$27.1K 1.17% 33
2015
Q3 		$1.32M Buy
+35,487
New +$1.54M 1.21% 33

Other funds holding BEN

PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIMZ Investment Advisors's BEN Position: Q1 2026 in Review

AIMZ Investment Advisors reduced its Franklin Resources (BEN) stake by 1.3% in Q1 2026, selling an estimated $25.8K and leaving 75,728 shares worth $1.79M. The position accounts for 0.55% of the portfolio, ranked #60.

AIMZ Investment Advisors first reported a position in BEN in Q3 2015 and has held it in 43 quarters since. The position peaked at $3.57M in Q4 2021. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • AIMZ Investment Advisors held 75,728 shares of Franklin Resources worth $1.79M as of Q1 2026.
  • AIMZ Investment Advisors sold 1,004 Franklin Resources shares in Q1 2026, an estimated $25.8K.
  • Franklin Resources made up 0.55% of AIMZ Investment Advisors's portfolio in Q1 2026, its #60 holding.
  • AIMZ Investment Advisors first reported a position in Franklin Resources in Q3 2015 and has held it in 43 quarters since.
  • AIMZ Investment Advisors's Franklin Resources position peaked at $3.57M in Q4 2021.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.