Balyasny Asset Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $37.5M | Buy |
1,587,762
+820,079
| +107% | +$21.1M | 0.05% | 442 |
|
|
2025
Q4 | $18.3M | Buy |
+767,683
| New | +$17.6M | 0.02% | 759 |
|
|
2025
Q1 | – | Sell |
-786,722
| Closed | -$16M | – | 2794 |
|
|
2024
Q4 | $16M | Buy |
+786,722
| New | +$16.6M | 0.02% | 763 |
|
|
2024
Q3 | – | Sell |
-992,294
| Closed | -$21.4M | – | 2741 |
|
|
2024
Q2 | $22.2M | Buy |
992,294
+380,524
| +62% | +$9.16M | 0.04% | 569 |
|
|
2024
Q1 | $17.2M | Buy |
+611,770
| New | +$16.9M | 0.03% | 689 |
|
|
2023
Q3 | – | Sell |
-1,957,131
| Closed | -$52.3M | – | 2263 |
|
|
2023
Q2 | $52.3M | Sell |
1,957,131
-101,533
| -5% | -$2.62M | 0.11% | 242 |
|
|
2023
Q1 | $55.5M | Buy |
+2,058,664
| New | +$60.1M | 0.14% | 189 |
|
|
2022
Q4 | – | Sell |
-1,266,637
| Closed | -$27.3M | – | 2782 |
|
|
2022
Q3 | $27.3M | Buy |
1,266,637
+761,726
| +151% | +$19.6M | 0.08% | 320 |
|
|
2022
Q2 | $11.8M | Buy |
+504,911
| New | +$12.9M | 0.04% | 601 |
|
|
2022
Q1 | – | Sell |
-1,601,366
| Closed | -$53.6M | – | 2475 |
|
|
2021
Q4 | $53.6M | Buy |
1,601,366
+1,273,676
| +389% | +$41.9M | 0.18% | 123 |
|
|
2021
Q3 | $9.74M | Buy |
+327,690
| New | +$10.2M | 0.04% | 586 |
|
|
2021
Q2 | – | Sell |
-167,537
| Closed | -$4.96M | – | 1965 |
|
|
2021
Q1 | $4.96M | Buy |
+167,537
| New | +$4.58M | 0.02% | 700 |
|
|
2020
Q4 | – | Sell |
-277,978
| Closed | -$5.66M | – | 1327 |
|
|
2020
Q3 | $5.66M | Buy |
+277,978
| New | +$5.84M | 0.04% | 571 |
|
|
2018
Q3 | – | Sell |
-41,369
| Closed | -$1.33M | – | 1665 |
|
|
2018
Q2 | $1.33M | Sell |
41,369
-3,222
| -7% | -$108K | 0.01% | 1058 |
|
|
2018
Q1 | $1.55M | Sell |
44,591
-37,632
| -46% | -$1.53M | 0.01% | 1072 |
|
|
2017
Q4 | $3.56M | Sell |
82,223
-61,451
| -43% | -$2.66M | 0.01% | 965 |
|
|
2017
Q3 | $6.39M | Buy |
143,674
+118,008
| +460% | +$5.17M | 0.03% | 635 |
|
|
2017
Q2 | $1.15M | Sell |
25,666
-389,284
| -94% | -$16.6M | ﹤0.01% | 1057 |
|
|
2017
Q1 | $17.5M | Sell |
414,950
-6,320
| -2% | -$262K | 0.08% | 316 |
|
|
2016
Q4 | $16.7M | Buy |
421,270
+84,534
| +25% | +$3.16M | 0.09% | 324 |
|
|
2016
Q3 | $12M | Buy |
+336,736
| New | +$11.9M | 0.07% | 356 |
|
|
2014
Q4 | – | Sell |
-186,787
| Closed | -$10.2M | – | 651 |
|
|
2014
Q3 | $10.2M | Buy |
+186,787
| New | +$10.5M | 0.08% | 298 |
|
|
2014
Q1 | – | Sell |
-159,281
| Closed | -$9.2M | – | 565 |
|
|
2013
Q4 | $9.2M | Buy |
+159,281
| New | +$8.59M | 0.12% | 213 |
|
|
2013
Q3 | – | Sell |
-76,950
| Closed | -$3.49M | – | 570 |
|
|
2013
Q2 | $3.49M | Buy |
+76,950
| New | +$3.92M | 0.06% | 366 |
|
Other funds holding BEN
PCOC
VCM
VPM
Balyasny Asset Management's BEN Position: Q1 2026 in Review
Balyasny Asset Management increased its Franklin Resources (BEN) stake by 107% in Q1 2026, buying an estimated $21.1M and bringing the position to 1,587,762 shares worth $37.5M. The position accounts for 0.05% of the portfolio, ranked #442.
Balyasny Asset Management first reported a position in BEN in Q2 2013 and has held it in 24 quarters since. The position peaked at $55.5M in Q1 2023. 605 funds tracked by Wall St. Rank hold BEN as of Q1 2026.
- Balyasny Asset Management held 1,587,762 shares of Franklin Resources worth $37.5M as of Q1 2026.
- Balyasny Asset Management bought 820,079 Franklin Resources shares in Q1 2026, an estimated $21.1M.
- Franklin Resources made up 0.05% of Balyasny Asset Management's portfolio in Q1 2026, its #442 holding.
- Balyasny Asset Management first reported a position in Franklin Resources in Q2 2013 and has held it in 24 quarters since.
- Balyasny Asset Management's Franklin Resources position peaked at $55.5M in Q1 2023.
- 605 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.
Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.