Caitlin John’s Franklin Resources BEN Stock Holding History

Caitlin John’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	$1.07K	Hold	45	–	–	﹤0.01%	790
2025 Q4	$1.07K	Buy	45 +1	+2%	+$23	﹤0.01%	791
2025 Q3	$1.02K	Buy	+44	New	+$1.09K	﹤0.01%	762
2025 Q1	–	Sell	-48	Closed	-$969	–	188
2024 Q4	$969	Hold	48	–	–	﹤0.01%	734
2024 Q3	$1.03K	Buy	48 +1	+2%	+$22	﹤0.01%	730
2024 Q2	$1.06K	Sell	47 -16	-25%	-$385	﹤0.01%	717
2024 Q1	$1.78K	Sell	63 -4	-6%	-$110	﹤0.01%	692
2023 Q4	$1.98K	Buy	+67	New	+$1.67K	﹤0.01%	684

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

Caitlin John's BEN Position: Q1 2026 in Review

Caitlin John held its Franklin Resources (BEN) position steady in Q1 2026 at 45 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Caitlin John first reported a position in BEN in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.98K in Q4 2023. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

Caitlin John held 45 shares of Franklin Resources worth $1.07K as of Q1 2026.
Caitlin John left its Franklin Resources share count unchanged in Q1 2026.
Franklin Resources made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #790 holding.
Caitlin John first reported a position in Franklin Resources in Q4 2023 and has held it in 8 quarters since.
Caitlin John's Franklin Resources position peaked at $1.98K in Q4 2023.
604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.