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Anchor Investment Management’s Franklin Resources BEN Stock Holding History

Anchor Investment Management’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 		$28.5K Buy
1,206
+16
+1% +$412 ﹤0.01% 686
2025
Q4 		$28.4K Sell
1,190
-285
-19% -$6.54K ﹤0.01% 688
2025
Q3 		$34.1K Buy
1,475
+315
+27% +$7.79K ﹤0.01% 650
2025
Q2 		$27.7K Sell
1,160
-479
-29% -$9.87K ﹤0.01% 675
2025
Q1 		$31.5K Sell
1,639
-981
-37% -$19.7K ﹤0.01% 638
2024
Q4 		$53.2K Buy
2,620
+16
+0.6% +$337 0.01% 562
2024
Q3 		$52.5K Buy
2,604
+604
+30% +$13K 0.01% 560
2024
Q2 		$44.7K Hold
2,000
– – ﹤0.01% 535
2024
Q1 		$56.2K Hold
2,000
– – 0.01% 512
2023
Q4 		$59.6K Hold
2,000
– – 0.01% 498
2023
Q3 		$49.2K Hold
2,000
– – 0.01% 507
2023
Q2 		$53.4K Sell
2,000
-65
-3% -$1.68K 0.01% 498
2023
Q1 		$55.6K Hold
2,065
– – 0.01% 516
2022
Q4 		$54.5K Hold
2,065
– – 0.01% 506
2022
Q3 		$44.4K Hold
2,065
– – 0.01% 524
2022
Q2 		$48.1K Hold
2,065
– – 0.01% 540
2022
Q1 		$57.7K Hold
2,065
– – 0.01% 530
2021
Q4 		$69.2K Hold
2,065
– – 0.01% 518
2021
Q3 		$61.4K Hold
2,065
– – 0.01% 496
2021
Q2 		$66.1K Hold
2,065
– – 0.01% 499
2021
Q1 		$61.1K Sell
2,065
-6,235
-75% -$170K 0.01% 489
2020
Q4 		$207K Sell
8,300
-1,091
-12% -$24.4K 0.04% 295
2020
Q3 		$191K Sell
9,391
-388
-4% -$8.15K 0.04% 287
2020
Q2 		$205K Sell
9,779
-2,342
-19% -$44.2K 0.05% 259
2020
Q1 		$202K Buy
12,121
+1,661
+16% +$38.1K 0.05% 239
2019
Q4 		$272K Sell
10,460
-694
-6% -$18.9K 0.06% 241
2019
Q3 		$322K Buy
11,154
+383
+4% +$11.7K 0.07% 215
2019
Q2 		$375K Sell
10,771
-192
-2% -$6.53K 0.09% 203
2019
Q1 		$363K Buy
10,963
+109
+1% +$3.44K 0.09% 200
2018
Q4 		$322K Sell
10,854
-1,559
-13% -$47.9K 0.09% 204
2018
Q3 		$377K Sell
12,413
-60
-0.5% -$1.93K 0.09% 216
2018
Q2 		$400K Buy
12,473
+3,314
+36% +$111K 0.1% 209
2018
Q1 		$318K Buy
9,159
+2,061
+29% +$83.8K 0.08% 231
2017
Q4 		$308K Sell
7,098
-344
-5% -$14.9K 0.08% 234
2017
Q3 		$331K Buy
7,442
+4,580
+160% +$201K 0.1% 211
2017
Q2 		$128K Buy
2,862
+6
+0.2% +$256 0.04% 293
2017
Q1 		$120K Buy
2,856
+1,201
+73% +$49.8K 0.04% 297
2016
Q4 		$65.5K Buy
1,655
+1
+0.1% +$37 0.02% 356
2016
Q3 		$58.8K Buy
1,654
+1
+0.1% +$35 0.02% 346
2016
Q2 		$55.2K Buy
1,653
+1
+0.1% +$36 0.02% 343
2016
Q1 		$64.5K Buy
+1,652
New +$58.5K 0.03% 319

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

Anchor Investment Management's BEN Position: Q1 2026 in Review

Anchor Investment Management increased its Franklin Resources (BEN) stake by 1.3% in Q1 2026, buying an estimated $412 and bringing the position to 1,206 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Anchor Investment Management first reported a position in BEN in Q1 2016 and has held it in 41 quarters since. The position peaked at $400K in Q2 2018. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Anchor Investment Management held 1,206 shares of Franklin Resources worth $28.5K as of Q1 2026.
  • Anchor Investment Management bought 16 Franklin Resources shares in Q1 2026, an estimated $412.
  • Franklin Resources made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #686 holding.
  • Anchor Investment Management first reported a position in Franklin Resources in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Franklin Resources position peaked at $400K in Q2 2018.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.