Citadel Advisors’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 | $5.1M | Buy |
216,000
+90,400
| +72% | +$2.33M | ﹤0.01% | 4297 |
|
|
2025
Q4 | $3M | Sell |
125,600
-200
| -0.2% | -$4.59K | ﹤0.01% | 5157 |
|
|
2025
Q3 | $2.91M | Buy |
125,800
+69,600
| +124% | +$1.72M | ﹤0.01% | 5354 |
|
|
2025
Q2 | $1.34M | Sell |
56,200
-20,300
| -27% | -$418K | ﹤0.01% | 6476 |
|
|
2025
Q1 | $1.47M | Sell |
76,500
-40,700
| -35% | -$816K | ﹤0.01% | 6125 |
|
|
2024
Q4 | $2.38M | Sell |
117,200
-146,200
| -56% | -$3.08M | ﹤0.01% | 5271 |
|
|
2024
Q3 | $5.31M | Buy |
263,400
+37,600
| +17% | +$810K | ﹤0.01% | 3840 |
|
|
2024
Q2 | $5.05M | Buy |
225,800
+126,400
| +127% | +$3.04M | ﹤0.01% | 3738 |
|
|
2024
Q1 | $2.79M | Sell |
99,400
-1,400
| -1% | -$38.6K | ﹤0.01% | 4903 |
|
|
2023
Q4 | $3M | Buy |
100,800
+11,300
| +13% | +$281K | ﹤0.01% | 4645 |
|
|
2023
Q3 | $2.2M | Sell |
89,500
-53,400
| -37% | -$1.44M | ﹤0.01% | 5051 |
|
|
2023
Q2 | $3.82M | Sell |
142,900
-50,500
| -26% | -$1.31M | ﹤0.01% | 4054 |
|
|
2023
Q1 | $5.21M | Sell |
193,400
-3,200
| -2% | -$93.5K | ﹤0.01% | 3737 |
|
|
2022
Q4 | $5.19M | Sell |
196,600
-23,100
| -11% | -$574K | ﹤0.01% | 3803 |
|
|
2022
Q3 | $4.73M | Buy |
219,700
+37,500
| +21% | +$964K | ﹤0.01% | 3966 |
|
|
2022
Q2 | $4.25M | Buy |
182,200
+57,300
| +46% | +$1.47M | ﹤0.01% | 4116 |
|
|
2022
Q1 | $3.49M | Buy |
124,900
+100,200
| +406% | +$3.06M | ﹤0.01% | 4878 |
|
|
2021
Q4 | $827K | Sell |
24,700
-31,400
| -56% | -$1.03M | ﹤0.01% | 8403 |
|
|
2021
Q3 | $1.67M | Sell |
56,100
-69,400
| -55% | -$2.16M | ﹤0.01% | 6827 |
|
|
2021
Q2 | $4.01M | Sell |
125,500
-17,800
| -12% | -$577K | ﹤0.01% | 4929 |
|
|
2021
Q1 | $4.24M | Buy |
143,300
+89,800
| +168% | +$2.45M | ﹤0.01% | 4639 |
|
|
2020
Q4 | $1.34M | Sell |
53,500
-57,000
| -52% | -$1.27M | ﹤0.01% | 6172 |
|
|
2020
Q3 | $2.25M | Sell |
110,500
-91,900
| -45% | -$1.93M | ﹤0.01% | 4505 |
|
|
2020
Q2 | $4.24M | Buy |
202,400
+122,700
| +154% | +$2.32M | ﹤0.01% | 3316 |
|
|
2020
Q1 | $1.33M | Sell |
79,700
-82,600
| -51% | -$1.9M | ﹤0.01% | 4823 |
|
|
2019
Q4 | $4.22M | Buy |
162,300
+5,000
| +3% | +$136K | ﹤0.01% | 3290 |
|
|
2019
Q3 | $4.54M | Buy |
157,300
+121,900
| +344% | +$3.73M | ﹤0.01% | 3242 |
|
|
2019
Q2 | $1.23M | Sell |
35,400
-103,600
| -75% | -$3.52M | ﹤0.01% | 5356 |
|
|
2019
Q1 | $4.61M | Sell |
139,000
-40,800
| -23% | -$1.29M | ﹤0.01% | 3118 |
|
|
2018
Q4 | $5.33M | Buy |
179,800
+76,100
| +73% | +$2.34M | ﹤0.01% | 2691 |
|
|
2018
Q3 | $3.15M | Buy |
103,700
+82,500
| +389% | +$2.66M | ﹤0.01% | 3647 |
|
|
2018
Q2 | $679K | Sell |
21,200
-23,200
| -52% | -$777K | ﹤0.01% | 5875 |
|
|
2018
Q1 | $1.54M | Sell |
44,400
-1,200
| -3% | -$48.8K | ﹤0.01% | 4131 |
|
|
2017
Q4 | $1.98M | Sell |
45,600
-23,800
| -34% | -$1.03M | ﹤0.01% | 3653 |
|
|
2017
Q3 | $3.09M | Sell |
69,400
-6,900
| -9% | -$302K | ﹤0.01% | 2881 |
|
|
2017
Q2 | $3.42M | Buy |
76,300
+35,500
| +87% | +$1.52M | ﹤0.01% | 2525 |
|
|
2017
Q1 | $1.72M | Sell |
40,800
-59,500
| -59% | -$2.47M | ﹤0.01% | 3241 |
|
|
2016
Q4 | $3.97M | Buy |
100,300
+46,500
| +86% | +$1.74M | ﹤0.01% | 2222 |
|
|
2016
Q3 | $1.91M | Buy |
53,800
+5,800
| +12% | +$205K | ﹤0.01% | 3017 |
|
|
2016
Q2 | $1.6M | Sell |
48,000
-18,000
| -27% | -$654K | ﹤0.01% | 2977 |
|
|
2016
Q1 | $2.58M | Buy |
66,000
+20,300
| +44% | +$718K | ﹤0.01% | 2396 |
|
|
2015
Q4 | $1.68M | Buy |
45,700
+35,100
| +331% | +$1.37M | ﹤0.01% | 2937 |
|
|
2015
Q3 | $395K | Buy |
10,600
+1,600
| +18% | +$69.3K | ﹤0.01% | 5144 |
|
|
2015
Q2 | $441K | Sell |
9,000
-4,400
| -33% | -$226K | ﹤0.01% | 5169 |
|
|
2015
Q1 | $688K | Sell |
13,400
-7,000
| -34% | -$371K | ﹤0.01% | 4452 |
|
|
2014
Q4 | $1.13M | Sell |
20,400
-1,100
| -5% | -$60.8K | ﹤0.01% | 3619 |
|
|
2014
Q3 | $1.17M | Buy |
21,500
+4,800
| +29% | +$269K | ﹤0.01% | 3506 |
|
|
2014
Q2 | $966K | Buy |
16,700
+5,600
| +50% | +$306K | ﹤0.01% | 3537 |
|
|
2014
Q1 | $601K | Sell |
11,100
-45,800
| -80% | -$2.47M | ﹤0.01% | 4084 |
|
|
2013
Q4 | $3.29M | Sell |
56,900
-59,200
| -51% | -$3.19M | ﹤0.01% | 2057 |
|
|
2013
Q3 | $5.87M | Sell |
116,100
-55,800
| -32% | -$2.69M | 0.01% | 1464 |
|
|
2013
Q2 | $7.79M | Buy |
+171,900
| New | +$8.75M | 0.01% | 1226 |
|
Other funds holding BEN
PCOC
VCM
VPM
Citadel Advisors's BEN Position: Q1 2026 in Review
Citadel Advisors increased its Franklin Resources (BEN) stake by 80% in Q1 2026, buying an estimated $130M and bringing the position to 11,321,929 shares worth $267M. The position accounts for 0.04% of the portfolio, ranked #338.
Citadel Advisors first reported a position in BEN in Q2 2013 and has held it in 49 quarters since. 605 funds tracked by Wall St. Rank hold BEN as of Q1 2026.
- Citadel Advisors held 11,321,929 shares of Franklin Resources worth $267M as of Q1 2026.
- Citadel Advisors bought 5,041,726 Franklin Resources shares in Q1 2026, an estimated $130M.
- Franklin Resources made up 0.04% of Citadel Advisors's portfolio in Q1 2026, its #338 holding.
- Citadel Advisors first reported a position in Franklin Resources in Q2 2013 and has held it in 49 quarters since.
- 605 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.
Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.