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Consultiva Wealth Management’s Franklin Resources BEN Stock Holding History

Consultiva Wealth Management’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 		$31.5K Buy
1,334
+18
+1% +$463 0.09% 119
2025
Q4 		$31.5K Buy
1,316
+17
+1% +$390 0.09% 123
2025
Q3 		$30.1K Buy
1,299
+16
+1% +$395 0.08% 125
2025
Q2 		$30.6K Buy
1,283
+820
+177% +$16.9K 0.09% 120
2025
Q1 		$8.92K Buy
463
+8
+2% +$160 0.03% 220
2024
Q4 		$9.25K Buy
455
+6
+1% +$126 0.05% 130
2024
Q3 		$9.04K Buy
449
+6
+1% +$129 0.07% 23
2024
Q2 		$9.9K Buy
+443
New +$10.7K 0.09% 21
2023
Q3 		– Sell
-354
Closed -$9.46K – 29
2023
Q2 		$9.46K Buy
+354
New +$9.15K 0.24% 27

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

Consultiva Wealth Management's BEN Position: Q1 2026 in Review

Consultiva Wealth Management increased its Franklin Resources (BEN) stake by 1.4% in Q1 2026, buying an estimated $463 and bringing the position to 1,334 shares worth $31.5K. The position accounts for 0.09% of the portfolio, ranked #119.

Consultiva Wealth Management first reported a position in BEN in Q2 2023 and has held it in 9 quarters since. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Consultiva Wealth Management held 1,334 shares of Franklin Resources worth $31.5K as of Q1 2026.
  • Consultiva Wealth Management bought 18 Franklin Resources shares in Q1 2026, an estimated $463.
  • Franklin Resources made up 0.09% of Consultiva Wealth Management's portfolio in Q1 2026, its #119 holding.
  • Consultiva Wealth Management first reported a position in Franklin Resources in Q2 2023 and has held it in 9 quarters since.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.