Deseret Mutual Benefit Administrators’s Franklin Resources BEN Stock Holding History

Deseret Mutual Benefit Administrators’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	$53.4K	Buy	2,260 +1,023	+83%	+$26.3K	0.02%	397
2025 Q4	$29.6K	Hold	1,237	–	–	0.01%	407
2025 Q3	$28.6K	Hold	1,237	–	–	0.01%	398
2025 Q2	$29.5K	Hold	1,237	–	–	0.01%	384
2025 Q1	$23.8K	Hold	1,237	–	–	0.01%	410
2024 Q4	$25.1K	Hold	1,237	–	–	0.01%	405
2024 Q3	$24.9K	Hold	1,237	–	–	0.01%	399
2024 Q2	$27.6K	Hold	1,237	–	–	0.01%	377
2024 Q1	$34.8K	Hold	1,237	–	–	0.02%	342
2023 Q4	$36.9K	Sell	1,237 -315	-20%	-$7.84K	0.02%	317
2023 Q3	$38.1K	Sell	1,552 -101	-6%	-$2.73K	0.02%	341
2023 Q2	$44.2K	Hold	1,653	–	–	0.02%	335
2023 Q1	$44.5K	Hold	1,653	–	–	0.02%	322
2022 Q4	$43.6K	Sell	1,653 -4,240	-72%	-$105K	0.02%	324
2022 Q3	$127K	Sell	5,893 -5,401	-48%	-$139K	0.04%	250
2022 Q2	$263K	Sell	11,294 -2,367	-17%	-$60.5K	0.06%	200
2022 Q1	$381K	Sell	13,661 -2,172	-14%	-$66.3K	0.08%	174
2021 Q4	$530K	Hold	15,833	–	–	0.09%	145
2021 Q3	$471K	Buy	15,833 +9,336	+144%	+$291K	0.09%	152
2021 Q2	$208K	Buy	+6,497	New	+$210K	0.05%	195

Other funds holding BEN

PCOC

Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deseret Mutual Benefit Administrators's BEN Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators increased its Franklin Resources (BEN) stake by 83% in Q1 2026, buying an estimated $26.3K and bringing the position to 2,260 shares worth $53.4K. The position accounts for 0.02% of the portfolio, ranked #397.

Deseret Mutual Benefit Administrators first reported a position in BEN in Q2 2021 and has held it in 20 quarters since. The position peaked at $530K in Q4 2021. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

Deseret Mutual Benefit Administrators held 2,260 shares of Franklin Resources worth $53.4K as of Q1 2026.
Deseret Mutual Benefit Administrators bought 1,023 Franklin Resources shares in Q1 2026, an estimated $26.3K.
Franklin Resources made up 0.02% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #397 holding.
Deseret Mutual Benefit Administrators first reported a position in Franklin Resources in Q2 2021 and has held it in 20 quarters since.
Deseret Mutual Benefit Administrators's Franklin Resources position peaked at $530K in Q4 2021.
604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.