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Elo Mutual Pension Insurance’s Franklin Resources BEN Stock Holding History

Elo Mutual Pension Insurance’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 		$775K Buy
32,816
+12,118
+59% +$312K 0.01% 517
2025
Q4 		$494K Sell
20,698
-6,766
-25% -$155K 0.01% 567
2025
Q3 		$635K Buy
+27,464
New +$679K 0.01% 577
2025
Q1 		– Sell
-24,223
Closed -$491K – 626
2024
Q4 		$491K Sell
24,223
-1,106
-4% -$23.3K 0.01% 487
2024
Q3 		$510K Buy
25,329
+40
+0.2% +$862 0.01% 469
2024
Q2 		$565K Sell
25,289
-1,877
-7% -$45.2K 0.01% 462
2024
Q1 		$764K Buy
27,166
+1,028
+4% +$28.3K 0.02% 448
2023
Q4 		$779K Buy
26,138
+986
+4% +$24.5K 0.02% 450
2023
Q3 		$618K Buy
25,152
+365
+1% +$9.87K 0.02% 445
2023
Q2 		$662K Buy
24,787
+744
+3% +$19.2K 0.02% 437
2023
Q1 		$648K Buy
24,043
+1,227
+5% +$35.8K 0.02% 414
2022
Q4 		$602K Buy
22,816
+244
+1% +$6.06K 0.02% 431
2022
Q3 		$486K Sell
22,572
-1,108
-5% -$28.5K 0.02% 432
2022
Q2 		$552K Hold
23,680
– – 0.02% 442
2022
Q1 		$661K Buy
23,680
+1,175
+5% +$35.9K 0.02% 459
2021
Q4 		$754K Buy
22,505
+695
+3% +$22.9K 0.02% 421
2021
Q3 		$648K Hold
21,810
– – 0.02% 397
2021
Q2 		$698K Hold
21,810
– – 0.02% 396
2021
Q1 		$646K Buy
21,810
+680
+3% +$18.6K 0.02% 403
2020
Q4 		$528K Buy
+21,130
New +$472K 0.02% 409

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

Elo Mutual Pension Insurance's BEN Position: Q1 2026 in Review

Elo Mutual Pension Insurance increased its Franklin Resources (BEN) stake by 59% in Q1 2026, buying an estimated $312K and bringing the position to 32,816 shares worth $775K. The position accounts for 0.01% of the portfolio, ranked #517.

Elo Mutual Pension Insurance first reported a position in BEN in Q4 2020 and has held it in 20 quarters since. The position peaked at $779K in Q4 2023. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Elo Mutual Pension Insurance held 32,816 shares of Franklin Resources worth $775K as of Q1 2026.
  • Elo Mutual Pension Insurance bought 12,118 Franklin Resources shares in Q1 2026, an estimated $312K.
  • Franklin Resources made up 0.01% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #517 holding.
  • Elo Mutual Pension Insurance first reported a position in Franklin Resources in Q4 2020 and has held it in 20 quarters since.
  • Elo Mutual Pension Insurance's Franklin Resources position peaked at $779K in Q4 2023.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.