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Atlas Capital Advisors’s Franklin Resources BEN Stock Holding History

Atlas Capital 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 		$31.5K Hold
1,335
– – ﹤0.01% 710
2025
Q4 		$31.9K Buy
+1,335
New +$30.7K ﹤0.01% 682

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

Atlas Capital Advisors's BEN Position: Q1 2026 in Review

Atlas Capital Advisors held its Franklin Resources (BEN) position steady in Q1 2026 at 1,335 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Atlas Capital Advisors first reported a position in BEN in Q4 2025 and has held it in 2 quarters since. The position peaked at $31.9K in Q4 2025. 605 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Atlas Capital Advisors held 1,335 shares of Franklin Resources worth $31.5K as of Q1 2026.
  • Atlas Capital Advisors left its Franklin Resources share count unchanged in Q1 2026.
  • Franklin Resources made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #710 holding.
  • Atlas Capital Advisors first reported a position in Franklin Resources in Q4 2025 and has held it in 2 quarters since.
  • Atlas Capital Advisors's Franklin Resources position peaked at $31.9K in Q4 2025.
  • 605 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.