Brighton Jones LLC’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 | $359K | Buy |
+15,214
| New | +$391K | 0.01% | 839 |
|
|
2025
Q4 | – | Sell |
-12,755
| Closed | -$295K | – | 147 |
|
|
2025
Q3 | $295K | Buy |
12,755
+1,976
| +18% | +$48.8K | 0.01% | 815 |
|
|
2025
Q2 | $257K | Buy |
+10,779
| New | +$222K | 0.01% | 783 |
|
|
2023
Q1 | – | Sell |
-9,865
| Closed | -$260K | – | 520 |
|
|
2022
Q4 | $260K | Buy |
+9,865
| New | +$245K | 0.02% | 371 |
|
|
2022
Q3 | – | Sell |
-9,009
| Closed | -$210K | – | 471 |
|
|
2022
Q2 | $210K | Sell |
9,009
-238
| -3% | -$6.09K | 0.01% | 414 |
|
|
2022
Q1 | $258K | Sell |
9,247
-47
| -0.5% | -$1.44K | 0.01% | 411 |
|
|
2021
Q4 | $311K | Buy |
9,294
+49
| +0.5% | +$1.61K | 0.01% | 358 |
|
|
2021
Q3 | $275K | Sell |
9,245
-485
| -5% | -$15.1K | 0.01% | 379 |
|
|
2021
Q2 | $311K | Sell |
9,730
-348
| -3% | -$11.3K | 0.02% | 345 |
|
|
2021
Q1 | $298K | Buy |
10,078
+666
| +7% | +$18.2K | 0.02% | 315 |
|
|
2020
Q4 | $235K | Buy |
+9,412
| New | +$210K | 0.01% | 330 |
|
|
2020
Q2 | – | Sell |
-13,266
| Closed | -$221K | – | 299 |
|
|
2020
Q1 | $221K | Buy |
13,266
+3,252
| +32% | +$74.6K | 0.02% | 248 |
|
|
2019
Q4 | $260K | Buy |
+10,014
| New | +$272K | 0.03% | 272 |
|
|
2019
Q3 | – | Sell |
-6,256
| Closed | -$218K | – | 310 |
|
|
2019
Q2 | $218K | Buy |
+6,256
| New | +$213K | 0.03% | 274 |
|
|
2018
Q4 | – | Sell |
-6,668
| Closed | -$203K | – | 263 |
|
|
2018
Q3 | $203K | Buy |
6,668
+9
| +0.1% | +$290 | 0.03% | 271 |
|
|
2018
Q2 | $213K | Buy |
+6,659
| New | +$223K | 0.03% | 275 |
|
|
2018
Q1 | – | Sell |
-4,942
| Closed | -$214K | – | 294 |
|
|
2017
Q4 | $214K | Sell |
4,942
-708
| -13% | -$30.7K | 0.03% | 267 |
|
|
2017
Q3 | $251K | Buy |
5,650
+3
| +0.1% | +$131 | 0.03% | 232 |
|
|
2017
Q2 | $253K | Buy |
5,647
+2
| +0% | +$85 | 0.04% | 217 |
|
|
2017
Q1 | $238K | Buy |
+5,645
| New | +$234K | 0.06% | 86 |
|
|
2016
Q4 | – | Sell |
-6,437
| Closed | -$229K | – | 117 |
|
|
2016
Q3 | $229K | Buy |
6,437
+22
| +0.3% | +$778 | 0.04% | 209 |
|
|
2016
Q2 | $214K | Sell |
6,415
-60
| -0.9% | -$2.18K | 0.04% | 188 |
|
|
2016
Q1 | $253K | Buy |
6,475
+165
| +3% | +$5.84K | 0.05% | 174 |
|
|
2015
Q4 | $232K | Sell |
6,310
-786
| -11% | -$30.7K | 0.05% | 176 |
|
|
2015
Q3 | $264K | Sell |
7,096
-121
| -2% | -$5.24K | 0.06% | 158 |
|
|
2015
Q2 | $354K | Buy |
7,217
+577
| +9% | +$29.6K | 0.08% | 124 |
|
|
2015
Q1 | $341K | Sell |
6,640
-9
| -0.1% | -$478 | 0.08% | 128 |
|
|
2014
Q4 | $368K | Sell |
6,649
-864
| -12% | -$47.7K | 0.08% | 125 |
|
|
2014
Q3 | $410K | Buy |
+7,513
| New | +$421K | 0.09% | 120 |
|
Other funds holding BEN
PCOC
VCM
VPM
Brighton Jones LLC's BEN Position: Q1 2026 in Review
Brighton Jones LLC opened a new position in Franklin Resources (BEN) in Q1 2026: 15,214 shares worth $359K. The stake represents 0.01% of the portfolio and ranks #839 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in BEN as recently as Q3 2025.
Brighton Jones LLC first reported a position in BEN in Q3 2014 and has held it in 29 quarters since. The position peaked at $410K in Q3 2014. 609 funds tracked by Wall St. Rank hold BEN as of Q1 2026.
- Brighton Jones LLC held 15,214 shares of Franklin Resources worth $359K as of Q1 2026.
- Franklin Resources was a new Brighton Jones LLC position in Q1 2026.
- Franklin Resources made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #839 holding.
- Brighton Jones LLC first reported a position in Franklin Resources in Q3 2014 and has held it in 29 quarters since.
- Brighton Jones LLC's Franklin Resources position peaked at $410K in Q3 2014.
- 609 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.
Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.