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AmeriFlex Group’s Franklin Resources BEN Stock Holding History

AmeriFlex Group’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 		$9.76K Sell
413
-762
-65% -$19.6K ﹤0.01% 731
2025
Q4 		$28.1K Sell
1,175
-3,183
-73% -$73.1K 0.01% 536
2025
Q3 		$101K Buy
4,358
+3,772
+644% +$93.2K 0.04% 326
2025
Q2 		$13.8K Hold
586
– – 0.01% 644
2025
Q1 		$11.3K Buy
586
+235
+67% +$4.71K ﹤0.01% 815
2024
Q4 		$7.81K Buy
+351
New +$7.39K ﹤0.01% 834

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

AmeriFlex Group's BEN Position: Q1 2026 in Review

AmeriFlex Group reduced its Franklin Resources (BEN) stake by 65% in Q1 2026, selling an estimated $19.6K and leaving 413 shares worth $9.76K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

AmeriFlex Group first reported a position in BEN in Q4 2024 and has held it in 6 quarters since. The position peaked at $101K in Q3 2025. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • AmeriFlex Group held 413 shares of Franklin Resources worth $9.76K as of Q1 2026.
  • AmeriFlex Group sold 762 Franklin Resources shares in Q1 2026, an estimated $19.6K.
  • Franklin Resources made up ﹤0.01% of AmeriFlex Group's portfolio in Q1 2026, its #731 holding.
  • AmeriFlex Group first reported a position in Franklin Resources in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's Franklin Resources position peaked at $101K in Q3 2025.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.