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Center for Financial Planning’s Franklin Resources BEN Stock Holding History

Center for Financial Planning’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
-252
Closed -$6.02K – 664
2025
Q4 		$6.02K Buy
+252
New +$5.79K ﹤0.01% 540
2020
Q2 		– Sell
-379
Closed -$6K – 463
2020
Q1 		$6K Buy
+379
New +$8.7K ﹤0.01% 382

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

Center for Financial Planning's BEN Position: Q1 2026 in Review

Center for Financial Planning sold out of Franklin Resources (BEN) in Q1 2026, closing a stake of 252 shares — an estimated $6.02K sold.

Center for Financial Planning first reported a position in BEN in Q1 2020 and held it in 2 quarters. The position peaked at $6.02K in Q4 2025. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Center for Financial Planning reported no remaining Franklin Resources position as of Q1 2026 after selling out during the quarter.
  • Center for Financial Planning sold 252 Franklin Resources shares in Q1 2026, an estimated $6.02K.
  • Center for Financial Planning first reported a position in Franklin Resources in Q1 2020 and held it in 2 quarters.
  • Center for Financial Planning's Franklin Resources position peaked at $6.02K in Q4 2025.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.