Bayforest Capital’s Franklin Resources BEN Stock Holding History

Bayforest 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	–	Sell	-29	Closed	-$693	–	903
2025 Q4	$693	Buy	+29	New	+$666	﹤0.01%	762

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

Bayforest Capital's BEN Position: Q1 2026 in Review

Bayforest Capital sold out of Franklin Resources (BEN) in Q1 2026, closing a stake of 29 shares — an estimated $693 sold.

Bayforest Capital first reported a position in BEN in Q4 2025 and held it in 1 quarter. The position peaked at $693 in Q4 2025. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

Bayforest Capital reported no remaining Franklin Resources position as of Q1 2026 after selling out during the quarter.
Bayforest Capital sold 29 Franklin Resources shares in Q1 2026, an estimated $693.
Bayforest Capital first reported a position in Franklin Resources in Q4 2025 and held it in 1 quarter.
Bayforest Capital's Franklin Resources position peaked at $693 in Q4 2025.
604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.