D.E. Shaw & Co’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 | $1.17M | Buy |
49,619
+9,567
| +24% | +$246K | ﹤0.01% | 3332 |
|
|
2025
Q4 | $957K | Sell |
40,052
-312,876
| -89% | -$7.18M | ﹤0.01% | 3570 |
|
|
2025
Q3 | $8.16M | Buy |
352,928
+223,336
| +172% | +$5.52M | ﹤0.01% | 1836 |
|
|
2025
Q2 | $3.09M | Sell |
129,592
-223,222
| -63% | -$4.6M | ﹤0.01% | 2403 |
|
|
2025
Q1 | $6.79M | Sell |
352,814
-124,799
| -26% | -$2.5M | 0.01% | 1677 |
|
|
2024
Q4 | $9.69M | Buy |
477,613
+212,586
| +80% | +$4.48M | 0.01% | 1523 |
|
|
2024
Q3 | $5.34M | Sell |
265,027
-998,237
| -79% | -$21.5M | ﹤0.01% | 1901 |
|
|
2024
Q2 | $28.2M | Buy |
1,263,264
+708,359
| +128% | +$17.1M | 0.03% | 711 |
|
|
2024
Q1 | $15.6M | Buy |
554,905
+441,556
| +390% | +$12.2M | 0.01% | 1077 |
|
|
2023
Q4 | $3.38M | Sell |
113,349
-729,484
| -87% | -$18.1M | ﹤0.01% | 2242 |
|
|
2023
Q3 | $20.7M | Buy |
842,833
+693,107
| +463% | +$18.7M | 0.02% | 832 |
|
|
2023
Q2 | $4M | Sell |
149,726
-257,116
| -63% | -$6.64M | ﹤0.01% | 2043 |
|
|
2023
Q1 | $11M | Buy |
406,842
+85,658
| +27% | +$2.5M | 0.01% | 1291 |
|
|
2022
Q4 | $8.47M | Buy |
321,184
+171,170
| +114% | +$4.25M | 0.01% | 1587 |
|
|
2022
Q3 | $3.23M | Sell |
150,014
-56,986
| -28% | -$1.46M | ﹤0.01% | 2556 |
|
|
2022
Q2 | $4.83M | Sell |
207,000
-206,778
| -50% | -$5.29M | 0.01% | 2170 |
|
|
2022
Q1 | $11.6M | Buy |
+413,778
| New | +$12.6M | 0.01% | 1477 |
|
|
2021
Q3 | – | Sell |
-28,136
| Closed | -$878K | – | 4957 |
|
|
2021
Q2 | $900K | Buy |
+28,136
| New | +$912K | ﹤0.01% | 3626 |
|
|
2020
Q4 | – | Sell |
-202,210
| Closed | -$4.12M | – | 3912 |
|
|
2020
Q3 | $4.12M | Sell |
202,210
-455,465
| -69% | -$9.57M | ﹤0.01% | 1842 |
|
|
2020
Q2 | $13.8M | Buy |
657,675
+319,365
| +94% | +$6.03M | 0.02% | 1003 |
|
|
2020
Q1 | $5.65M | Buy |
338,310
+288,709
| +582% | +$6.63M | 0.01% | 1380 |
|
|
2019
Q4 | $1.29M | Buy |
49,601
+24,087
| +94% | +$655K | ﹤0.01% | 2800 |
|
|
2019
Q3 | $736K | Buy |
25,514
+6,567
| +35% | +$201K | ﹤0.01% | 3009 |
|
|
2019
Q2 | $659K | Buy |
+18,947
| New | +$644K | ﹤0.01% | 2927 |
|
|
2018
Q3 | – | Sell |
-313,275
| Closed | -$10M | – | 3725 |
|
|
2018
Q2 | $10M | Buy |
313,275
+81,410
| +35% | +$2.73M | 0.01% | 1076 |
|
|
2018
Q1 | $8.04M | Sell |
231,865
-433,986
| -65% | -$17.6M | 0.01% | 1123 |
|
|
2017
Q4 | $28.9M | Buy |
665,851
+534,737
| +408% | +$23.2M | 0.04% | 522 |
|
|
2017
Q3 | $5.84M | Buy |
131,114
+125,196
| +2,116% | +$5.49M | 0.01% | 1253 |
|
|
2017
Q2 | $265K | Buy |
+5,918
| New | +$253K | ﹤0.01% | 3075 |
|
|
2017
Q1 | – | Sell |
-82,004
| Closed | -$3.25M | – | 3291 |
|
|
2016
Q4 | $3.25M | Sell |
82,004
-342,492
| -81% | -$12.8M | 0.01% | 1632 |
|
|
2016
Q3 | $15.1M | Sell |
424,496
-88,822
| -17% | -$3.14M | 0.03% | 699 |
|
|
2016
Q2 | $17.1M | Buy |
513,318
+463,808
| +937% | +$16.9M | 0.03% | 604 |
|
|
2016
Q1 | $1.93M | Sell |
49,510
-534,113
| -92% | -$18.9M | ﹤0.01% | 1895 |
|
|
2015
Q4 | $21.5M | Buy |
583,623
+288,213
| +98% | +$11.3M | 0.03% | 608 |
|
|
2015
Q3 | $11M | Buy |
295,410
+186,929
| +172% | +$8.09M | 0.02% | 910 |
|
|
2015
Q2 | $5.32M | Buy |
+108,481
| New | +$5.57M | 0.01% | 1421 |
|
|
2014
Q4 | – | Sell |
-3,988
| Closed | -$218K | – | 4010 |
|
|
2014
Q3 | $218K | Buy |
+3,988
| New | +$223K | ﹤0.01% | 3854 |
|
|
2014
Q1 | – | Sell |
-44,908
| Closed | -$2.59M | – | 4278 |
|
|
2013
Q4 | $2.59M | Buy |
44,908
+40,463
| +910% | +$2.18M | ﹤0.01% | 2271 |
|
|
2013
Q3 | $225K | Sell |
4,445
-464,185
| -99% | -$22.4M | ﹤0.01% | 4036 |
|
|
2013
Q2 | $21.2M | Buy |
+468,630
| New | +$23.9M | 0.04% | 498 |
|
Other funds holding BEN
PCOC
VCM
VPM
D.E. Shaw & Co's BEN Position: Q1 2026 in Review
D.E. Shaw & Co increased its Franklin Resources (BEN) stake by 24% in Q1 2026, buying an estimated $246K and bringing the position to 49,619 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #3332.
D.E. Shaw & Co first reported a position in BEN in Q2 2013 and has held it in 40 quarters since. The position peaked at $28.9M in Q4 2017. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.
- D.E. Shaw & Co held 49,619 shares of Franklin Resources worth $1.17M as of Q1 2026.
- D.E. Shaw & Co bought 9,567 Franklin Resources shares in Q1 2026, an estimated $246K.
- Franklin Resources made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q1 2026, its #3332 holding.
- D.E. Shaw & Co first reported a position in Franklin Resources in Q2 2013 and has held it in 40 quarters since.
- D.E. Shaw & Co's Franklin Resources position peaked at $28.9M in Q4 2017.
- 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.
Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.