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Beacon Pointe Advisors’s Franklin Resources BEN Stock Holding History

Beacon Pointe 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 		$1.52M Buy
64,154
+16,370
+34% +$421K 0.01% 830
2025
Q4 		$1.14M Buy
47,784
+763
+2% +$17.5K 0.01% 793
2025
Q3 		$1.09M Buy
+47,021
New +$1.16M 0.01% 732

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

Beacon Pointe Advisors's BEN Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Franklin Resources (BEN) stake by 34% in Q1 2026, buying an estimated $421K and bringing the position to 64,154 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #830.

Beacon Pointe Advisors first reported a position in BEN in Q3 2025 and has held it in 3 quarters since. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Beacon Pointe Advisors held 64,154 shares of Franklin Resources worth $1.52M as of Q1 2026.
  • Beacon Pointe Advisors bought 16,370 Franklin Resources shares in Q1 2026, an estimated $421K.
  • Franklin Resources made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #830 holding.
  • Beacon Pointe Advisors first reported a position in Franklin Resources in Q3 2025 and has held it in 3 quarters since.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.