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Angeles Wealth Management’s Franklin Resources BEN Stock Holding History

Angeles Wealth 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 		$258K Buy
10,769
+90
+0.8% +$2.32K 0.01% 351
2025
Q4 		$259K Buy
10,679
+21
+0.2% +$482 0.01% 316
2025
Q3 		$247K Buy
10,658
+108
+1% +$2.67K 0.02% 292
2025
Q2 		$252K Sell
10,550
-80
-0.8% -$1.65K 0.02% 289
2025
Q1 		$205K Buy
10,630
+147
+1% +$2.95K 0.02% 278
2024
Q4 		$213K Sell
10,483
-31
-0.3% -$653 0.02% 282
2024
Q3 		$212K Sell
10,514
-409
-4% -$8.81K 0.02% 252
2024
Q2 		$244K Buy
10,923
+31
+0.3% +$747 0.02% 205
2024
Q1 		$306K Buy
10,892
+7
+0.1% +$193 0.03% 170
2023
Q4 		$324K Buy
10,885
+236
+2% +$5.87K 0.04% 144
2023
Q3 		$262K Hold
10,649
– – 0.04% 143
2023
Q2 		$284K Sell
10,649
-25
-0.2% -$646 0.04% 146
2023
Q1 		$288K Sell
10,674
-1,825
-15% -$53.3K 0.04% 140
2022
Q4 		$330K Sell
12,499
-1,500
-11% -$37.3K 0.06% 119
2022
Q3 		$301K Hold
13,999
– – 0.06% 122
2022
Q2 		$326K Hold
13,999
– – 0.07% 124
2022
Q1 		$391K Buy
+13,999
New +$428K 0.07% 116

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

Angeles Wealth Management's BEN Position: Q1 2026 in Review

Angeles Wealth Management increased its Franklin Resources (BEN) stake by 0.84% in Q1 2026, buying an estimated $2.32K and bringing the position to 10,769 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #351.

Angeles Wealth Management first reported a position in BEN in Q1 2022 and has held it in 17 quarters since. The position peaked at $391K in Q1 2022. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Angeles Wealth Management held 10,769 shares of Franklin Resources worth $258K as of Q1 2026.
  • Angeles Wealth Management bought 90 Franklin Resources shares in Q1 2026, an estimated $2.32K.
  • Franklin Resources made up 0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #351 holding.
  • Angeles Wealth Management first reported a position in Franklin Resources in Q1 2022 and has held it in 17 quarters since.
  • Angeles Wealth Management's Franklin Resources position peaked at $391K in Q1 2022.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.