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AlphaCore Capital’s Franklin Resources BEN Stock Holding History

AlphaCore Capital’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 		$266K Buy
11,220
+4,392
+64% +$113K 0.01% 737
2025
Q4 		$165K Buy
6,828
+3,843
+129% +$88.2K ﹤0.01% 1022
2025
Q3 		$70.2K Buy
2,985
+65
+2% +$1.61K ﹤0.01% 837
2025
Q2 		$69.6K Sell
2,920
-4,896
-63% -$101K ﹤0.01% 778
2025
Q1 		$153K Buy
+7,816
New +$157K 0.01% 473
2024
Q4 		– Sell
-9,902
Closed -$203K – 261
2024
Q3 		$203K Sell
9,902
-8,536
-46% -$184K 0.05% 194
2024
Q2 		$418K Buy
+18,438
New +$444K 0.1% 120

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

AlphaCore Capital's BEN Position: Q1 2026 in Review

AlphaCore Capital increased its Franklin Resources (BEN) stake by 64% in Q1 2026, buying an estimated $113K and bringing the position to 11,220 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #737.

AlphaCore Capital first reported a position in BEN in Q2 2024 and has held it in 7 quarters since. The position peaked at $418K in Q2 2024. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • AlphaCore Capital held 11,220 shares of Franklin Resources worth $266K as of Q1 2026.
  • AlphaCore Capital bought 4,392 Franklin Resources shares in Q1 2026, an estimated $113K.
  • Franklin Resources made up 0.01% of AlphaCore Capital's portfolio in Q1 2026, its #737 holding.
  • AlphaCore Capital first reported a position in Franklin Resources in Q2 2024 and has held it in 7 quarters since.
  • AlphaCore Capital's Franklin Resources position peaked at $418K in Q2 2024.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.