Ancora Advisors’s Franklin Resources BEN Stock Holding History

Ancora 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	$22.4K	Buy	948 +18	+2%	+$463	﹤0.01%	1495
2025 Q4	$22.2K	Buy	+930	New	+$21.4K	﹤0.01%	1503
2025 Q1	–	Sell	-125	Closed	-$2.54K	–	1784
2024 Q4	$2.54K	Hold	125	–	–	﹤0.01%	1537
2024 Q3	$2.52K	Hold	125	–	–	﹤0.01%	1526
2024 Q2	$2.79K	Hold	125	–	–	﹤0.01%	1522
2024 Q1	$3.51K	Hold	125	–	–	﹤0.01%	1491
2023 Q4	$3.72K	Hold	125	–	–	﹤0.01%	1430
2023 Q3	$3.07K	Hold	125	–	–	﹤0.01%	1449
2023 Q2	$3.34K	Hold	125	–	–	﹤0.01%	1434
2023 Q1	$3.37K	Hold	125	–	–	﹤0.01%	1461
2022 Q4	$3K	Hold	125	–	–	﹤0.01%	1532
2022 Q3	$3K	Hold	125	–	–	﹤0.01%	1721
2022 Q2	$3K	Hold	125	–	–	﹤0.01%	1847
2022 Q1	$3K	Hold	125	–	–	﹤0.01%	2062
2021 Q4	$4K	Buy	+125	New	+$4.11K	﹤0.01%	2085
2018 Q4	–	Sell	-300	Closed	-$9K	–	664
2018 Q3	$9K	Buy	+300	New	+$9.67K	﹤0.01%	1200
2017 Q1	–	Sell	-300	Closed	-$12K	–	653
2016 Q4	$12K	Buy	+300	New	+$11.2K	﹤0.01%	1015

Other funds holding BEN

PCOC

Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ancora Advisors's BEN Position: Q1 2026 in Review

Ancora Advisors increased its Franklin Resources (BEN) stake by 1.9% in Q1 2026, buying an estimated $463 and bringing the position to 948 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Ancora Advisors first reported a position in BEN in Q4 2016 and has held it in 17 quarters since. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

Ancora Advisors held 948 shares of Franklin Resources worth $22.4K as of Q1 2026.
Ancora Advisors bought 18 Franklin Resources shares in Q1 2026, an estimated $463.
Franklin Resources made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1495 holding.
Ancora Advisors first reported a position in Franklin Resources in Q4 2016 and has held it in 17 quarters since.
604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

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