AXQ Capital’s Franklin Resources BEN Stock Holding History

AXQ Capital’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	$1.66M	Buy	70,385 +42,285	+150%	+$1.09M	0.21%	152
2025 Q4	$671K	Buy	28,100 +4,394	+19%	+$101K	0.15%	222
2025 Q3	$548K	Buy	+23,706	New	+$586K	0.21%	166
2025 Q2	–	Sell	-43,819	Closed	-$844K	–	584
2025 Q1	$844K	Sell	43,819 -45,209	-51%	-$906K	0.34%	83
2024 Q4	$1.81M	Buy	89,028 +20,704	+30%	+$436K	0.81%	7
2024 Q3	$1.38M	Buy	68,324 +3,659	+6%	+$78.8K	0.42%	62
2024 Q2	$1.45M	Buy	64,665 +20,765	+47%	+$500K	0.34%	104
2024 Q1	$1.23M	Buy	43,900 +4,052	+10%	+$112K	0.3%	100
2023 Q4	$1.19M	Buy	+39,848	New	+$991K	0.32%	76
2023 Q1	–	Sell	-13,600	Closed	-$359K	–	489
2022 Q4	$359K	Buy	+13,600	New	+$338K	0.25%	155

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

AXQ Capital's BEN Position: Q1 2026 in Review

AXQ Capital increased its Franklin Resources (BEN) stake by 150% in Q1 2026, buying an estimated $1.09M and bringing the position to 70,385 shares worth $1.66M. The position accounts for 0.21% of the portfolio, ranked #152.

AXQ Capital first reported a position in BEN in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.81M in Q4 2024. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

AXQ Capital held 70,385 shares of Franklin Resources worth $1.66M as of Q1 2026.
AXQ Capital bought 42,285 Franklin Resources shares in Q1 2026, an estimated $1.09M.
Franklin Resources made up 0.21% of AXQ Capital's portfolio in Q1 2026, its #152 holding.
AXQ Capital first reported a position in Franklin Resources in Q4 2022 and has held it in 10 quarters since.
AXQ Capital's Franklin Resources position peaked at $1.81M in Q4 2024.
604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on AXQ Capital's 13F filing for Q1 2026, filed 13 May 2026.