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FJ Capital Management’s Franklin Resources BEN Stock Holding History

FJ Capital Management’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 		$2.02M Buy
+85,724
New +$2.21M 0.23% 70
2025
Q4 		– Sell
-31,236
Closed -$722K – 138
2025
Q3 		$722K Buy
31,236
+14,861
+91% +$367K 0.08% 108
2025
Q2 		$391K Buy
+16,375
New +$337K 0.04% 103

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

FJ Capital Management's BEN Position: Q1 2026 in Review

FJ Capital Management opened a new position in Franklin Resources (BEN) in Q1 2026: 85,724 shares worth $2.02M. The stake represents 0.23% of the portfolio and ranks #70 among its holdings. This is a return to the name: FJ Capital Management previously reported a position in BEN as recently as Q3 2025.

FJ Capital Management first reported a position in BEN in Q2 2025 and has held it in 3 quarters since. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • FJ Capital Management held 85,724 shares of Franklin Resources worth $2.02M as of Q1 2026.
  • Franklin Resources was a new FJ Capital Management position in Q1 2026.
  • Franklin Resources made up 0.23% of FJ Capital Management's portfolio in Q1 2026, its #70 holding.
  • FJ Capital Management first reported a position in Franklin Resources in Q2 2025 and has held it in 3 quarters since.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on FJ Capital Management's 13F filing for Q1 2026, filed 15 May 2026.