Balyasny Asset Management
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Balyasny Asset Management’s Franklin Resources BEN Stock Holding History

Balyasny Asset 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
2024
Q4 		– Sell
-333,300
Closed -$6.72M – 2740
2024
Q3 		$6.72M Buy
+333,300
New +$7.18M 0.01% 1142
2016
Q3 		– Sell
-293,800
Closed -$9.8M – 1010
2016
Q2 		$9.8M Buy
+293,800
New +$10.7M 0.06% 355

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

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.