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 | $2.79M | Sell |
118,200
-90,900
| -43% | -$2.34M | ﹤0.01% | 5415 |
|
|
2025
Q4 | $5M | Buy |
209,100
+57,700
| +38% | +$1.32M | ﹤0.01% | 4289 |
|
|
2025
Q3 | $3.5M | Buy |
151,400
+56,900
| +60% | +$1.41M | ﹤0.01% | 5009 |
|
|
2025
Q2 | $2.25M | Sell |
94,500
-985,800
| -91% | -$20.3M | ﹤0.01% | 5484 |
|
|
2025
Q1 | $20.8M | Buy |
1,080,300
+914,500
| +552% | +$18.3M | ﹤0.01% | 1995 |
|
|
2024
Q4 | $3.36M | Sell |
165,800
-30,500
| -16% | -$643K | ﹤0.01% | 4641 |
|
|
2024
Q3 | $3.96M | Buy |
196,300
+40,600
| +26% | +$875K | ﹤0.01% | 4330 |
|
|
2024
Q2 | $3.48M | Buy |
155,700
+39,600
| +34% | +$954K | ﹤0.01% | 4332 |
|
|
2024
Q1 | $3.26M | Buy |
116,100
+4,400
| +4% | +$121K | ﹤0.01% | 4637 |
|
|
2023
Q4 | $3.33M | Buy |
111,700
+71,700
| +179% | +$1.78M | ﹤0.01% | 4477 |
|
|
2023
Q3 | $983K | Buy |
40,000
+1,300
| +3% | +$35.2K | ﹤0.01% | 6577 |
|
|
2023
Q2 | $1.03M | Sell |
38,700
-107,100
| -73% | -$2.77M | ﹤0.01% | 6386 |
|
|
2023
Q1 | $3.93M | Buy |
145,800
+88,800
| +156% | +$2.59M | ﹤0.01% | 4196 |
|
|
2022
Q4 | $1.5M | Sell |
57,000
-127,200
| -69% | -$3.16M | ﹤0.01% | 6028 |
|
|
2022
Q3 | $3.96M | Buy |
184,200
+29,700
| +19% | +$763K | ﹤0.01% | 4265 |
|
|
2022
Q2 | $3.6M | Sell |
154,500
-8,300
| -5% | -$212K | ﹤0.01% | 4424 |
|
|
2022
Q1 | $4.54M | Buy |
162,800
+106,900
| +191% | +$3.26M | ﹤0.01% | 4364 |
|
|
2021
Q4 | $1.87M | Buy |
55,900
+3,800
| +7% | +$125K | ﹤0.01% | 6408 |
|
|
2021
Q3 | $1.55M | Sell |
52,100
-36,700
| -41% | -$1.14M | ﹤0.01% | 7010 |
|
|
2021
Q2 | $2.84M | Sell |
88,800
-60,000
| -40% | -$1.94M | ﹤0.01% | 5731 |
|
|
2021
Q1 | $4.4M | Buy |
148,800
+129,000
| +652% | +$3.52M | ﹤0.01% | 4545 |
|
|
2020
Q4 | $495K | Sell |
19,800
-80,100
| -80% | -$1.79M | ﹤0.01% | 8166 |
|
|
2020
Q3 | $2.03M | Sell |
99,900
-3,100
| -3% | -$65.1K | ﹤0.01% | 4681 |
|
|
2020
Q2 | $2.16M | Sell |
103,000
-29,300
| -22% | -$553K | ﹤0.01% | 4432 |
|
|
2020
Q1 | $2.21M | Buy |
132,300
+36,800
| +39% | +$845K | ﹤0.01% | 3979 |
|
|
2019
Q4 | $2.48M | Buy |
95,500
+34,300
| +56% | +$932K | ﹤0.01% | 4072 |
|
|
2019
Q3 | $1.77M | Buy |
61,200
+1,900
| +3% | +$58.1K | ﹤0.01% | 4680 |
|
|
2019
Q2 | $2.06M | Buy |
59,300
+20,400
| +52% | +$694K | ﹤0.01% | 4462 |
|
|
2019
Q1 | $1.29M | Sell |
38,900
-800
| -2% | -$25.3K | ﹤0.01% | 5157 |
|
|
2018
Q4 | $1.18M | Buy |
39,700
+4,900
| +14% | +$151K | ﹤0.01% | 5054 |
|
|
2018
Q3 | $1.06M | Sell |
34,800
-38,400
| -52% | -$1.24M | ﹤0.01% | 5442 |
|
|
2018
Q2 | $2.35M | Buy |
73,200
+19,000
| +35% | +$636K | ﹤0.01% | 3858 |
|
|
2018
Q1 | $1.88M | Sell |
54,200
-59,000
| -52% | -$2.4M | ﹤0.01% | 3825 |
|
|
2017
Q4 | $4.91M | Buy |
113,200
+38,700
| +52% | +$1.68M | ﹤0.01% | 2501 |
|
|
2017
Q3 | $3.32M | Sell |
74,500
-7,400
| -9% | -$324K | ﹤0.01% | 2780 |
|
|
2017
Q2 | $3.67M | Sell |
81,900
-25,200
| -24% | -$1.08M | ﹤0.01% | 2460 |
|
|
2017
Q1 | $4.51M | Sell |
107,100
-10,800
| -9% | -$448K | ﹤0.01% | 2152 |
|
|
2016
Q4 | $4.67M | Buy |
117,900
+45,200
| +62% | +$1.69M | ﹤0.01% | 2077 |
|
|
2016
Q3 | $2.59M | Sell |
72,700
-19,100
| -21% | -$676K | ﹤0.01% | 2666 |
|
|
2016
Q2 | $3.06M | Sell |
91,800
-24,400
| -21% | -$887K | ﹤0.01% | 2289 |
|
|
2016
Q1 | $4.54M | Buy |
116,200
+37,800
| +48% | +$1.34M | 0.01% | 1864 |
|
|
2015
Q4 | $2.89M | Sell |
78,400
-15,200
| -16% | -$594K | ﹤0.01% | 2369 |
|
|
2015
Q3 | $3.49M | Buy |
93,600
+42,900
| +85% | +$1.86M | ﹤0.01% | 2297 |
|
|
2015
Q2 | $2.49M | Buy |
50,700
+26,800
| +112% | +$1.37M | ﹤0.01% | 2809 |
|
|
2015
Q1 | $1.23M | Sell |
23,900
-10,000
| -29% | -$531K | ﹤0.01% | 3668 |
|
|
2014
Q4 | $1.88M | Buy |
33,900
+11,000
| +48% | +$608K | ﹤0.01% | 2983 |
|
|
2014
Q3 | $1.25M | Sell |
22,900
-8,700
| -28% | -$487K | ﹤0.01% | 3436 |
|
|
2014
Q2 | $1.83M | Sell |
31,600
-32,800
| -51% | -$1.79M | ﹤0.01% | 2805 |
|
|
2014
Q1 | $3.49M | Sell |
64,400
-77,000
| -54% | -$4.14M | ﹤0.01% | 2084 |
|
|
2013
Q4 | $8.16M | Sell |
141,400
-70,700
| -33% | -$3.81M | 0.01% | 1348 |
|
|
2013
Q3 | $10.7M | Sell |
212,100
-179,700
| -46% | -$8.67M | 0.02% | 1055 |
|
|
2013
Q2 | $17.8M | Buy |
+391,800
| New | +$19.9M | 0.03% | 720 |
|
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.