Corient Private Wealth
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Corient Private Wealth’s Franklin Resources BEN Stock Holding History

Corient Private Wealth’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 		$864K Sell
36,843
-23,043
-38% -$593K ﹤0.01% 1738
2025
Q4 		$1.43M Buy
59,886
+42,282
+240% +$971K ﹤0.01% 1697
2025
Q3 		$407K Sell
17,604
-9,467
-35% -$234K ﹤0.01% 1927
2025
Q2 		$646K Buy
27,071
+9,840
+57% +$203K ﹤0.01% 1571
2025
Q1 		$332K Buy
17,231
+1,663
+11% +$33.3K ﹤0.01% 1805
2024
Q4 		$315K Buy
15,568
+1,929
+14% +$40.6K ﹤0.01% 1865
2024
Q3 		$275K Sell
13,639
-1,265
-8% -$27.3K ﹤0.01% 2050
2024
Q2 		$333K Sell
14,904
-556
-4% -$13.4K ﹤0.01% 1848
2024
Q1 		$435K Sell
15,460
-1,407
-8% -$38.8K ﹤0.01% 1706
2023
Q4 		$502K Sell
16,867
-3,376
-17% -$84K ﹤0.01% 1608
2023
Q3 		$498K Buy
20,243
+2,354
+13% +$63.7K ﹤0.01% 1501
2023
Q2 		$478K Buy
17,889
+383
+2% +$9.9K ﹤0.01% 1472
2023
Q1 		$469K Buy
17,506
+3,825
+28% +$112K ﹤0.01% 1410
2022
Q4 		$361K Buy
+13,681
New +$340K ﹤0.01% 1263

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

Corient Private Wealth's BEN Position: Q1 2026 in Review

Corient Private Wealth reduced its Franklin Resources (BEN) stake by 38% in Q1 2026, selling an estimated $593K and leaving 36,843 shares worth $864K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Corient Private Wealth first reported a position in BEN in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.43M in Q4 2025. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Corient Private Wealth held 36,843 shares of Franklin Resources worth $864K as of Q1 2026.
  • Corient Private Wealth sold 23,043 Franklin Resources shares in Q1 2026, an estimated $593K.
  • Franklin Resources made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1738 holding.
  • Corient Private Wealth first reported a position in Franklin Resources in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Franklin Resources position peaked at $1.43M in Q4 2025.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.