Empirical Finance’s Franklin Resources BEN Stock Holding History

Empirical Finance’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	$246K	Sell	10,403 -9	-0.1%	-$232	0.01%	466
2025 Q4	$249K	Sell	10,412 -407	-4%	-$9.35K	0.01%	467
2025 Q3	$250K	Buy	10,819 +102	+1%	+$2.52K	0.01%	492
2025 Q2	$256K	Buy	10,717 +76	+0.7%	+$1.57K	0.01%	487
2025 Q1	$205K	Buy	+10,641	New	+$213K	0.01%	501
2024 Q3	–	Sell	-9,590	Closed	-$214K	–	503
2024 Q2	$214K	Sell	9,590 -574	-6%	-$13.8K	0.01%	498
2024 Q1	$286K	Buy	10,164 +342	+3%	+$9.42K	0.02%	494
2023 Q4	$293K	Buy	9,822 +522	+6%	+$13K	0.02%	485
2023 Q3	$229K	Buy	9,300 +1,004	+12%	+$27.2K	0.02%	503
2023 Q2	$222K	Buy	+8,296	New	+$214K	0.02%	497
2017 Q1	–	Sell	-278	Closed	-$12K	–	143
2016 Q4	$12K	Buy	+278	New	+$10.4K	0.01%	333

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

Empirical Finance's BEN Position: Q1 2026 in Review

Empirical Finance reduced its Franklin Resources (BEN) stake by 0.09% in Q1 2026, selling an estimated $232 and leaving 10,403 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #466.

Empirical Finance first reported a position in BEN in Q4 2016 and has held it in 11 quarters since. The position peaked at $293K in Q4 2023. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

Empirical Finance held 10,403 shares of Franklin Resources worth $246K as of Q1 2026.
Empirical Finance sold 9 Franklin Resources shares in Q1 2026, an estimated $232.
Franklin Resources made up 0.01% of Empirical Finance's portfolio in Q1 2026, its #466 holding.
Empirical Finance first reported a position in Franklin Resources in Q4 2016 and has held it in 11 quarters since.
Empirical Finance's Franklin Resources position peaked at $293K in Q4 2023.
604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.