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Concurrent Investment Advisors’s Franklin Resources BEN Stock Holding History

Concurrent Investment Advisors’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 		$322K Buy
13,624
+359
+3% +$9.24K ﹤0.01% 1454
2025
Q4 		$317K Buy
13,265
+2,716
+26% +$62.4K ﹤0.01% 1358
2025
Q3 		$244K Buy
10,549
+878
+9% +$21.7K ﹤0.01% 1255
2025
Q2 		$231K Sell
9,671
-877
-8% -$18.1K ﹤0.01% 1201
2025
Q1 		$203K Buy
+10,548
New +$211K ﹤0.01% 1119
2024
Q3 		– Sell
-9,710
Closed -$217K – 1100
2024
Q2 		$217K Buy
+9,710
New +$234K 0.01% 848
2024
Q1 		– Sell
-7,519
Closed -$224K – 931
2023
Q4 		$224K Buy
+7,519
New +$187K 0.01% 738

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

Concurrent Investment Advisors's BEN Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Franklin Resources (BEN) stake by 2.7% in Q1 2026, buying an estimated $9.24K and bringing the position to 13,624 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Concurrent Investment Advisors first reported a position in BEN in Q4 2023 and has held it in 7 quarters since. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Concurrent Investment Advisors held 13,624 shares of Franklin Resources worth $322K as of Q1 2026.
  • Concurrent Investment Advisors bought 359 Franklin Resources shares in Q1 2026, an estimated $9.24K.
  • Franklin Resources made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1454 holding.
  • Concurrent Investment Advisors first reported a position in Franklin Resources in Q4 2023 and has held it in 7 quarters since.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.