Foundation Resource Management’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 | $13.8M | Sell |
585,415
-4,366
| -0.7% | -$112K | 1.56% | 25 |
|
|
2025
Q4 | $14.1M | Buy |
589,781
+4,541
| +0.8% | +$104K | 1.89% | 19 |
|
|
2025
Q3 | $13.5M | Buy |
585,240
+3,913
| +0.7% | +$96.7K | 1.94% | 18 |
|
|
2025
Q2 | $13.9M | Buy |
581,327
+5,861
| +1% | +$121K | 2.14% | 16 |
|
|
2025
Q1 | $11.1M | Buy |
575,466
+3,087
| +0.5% | +$61.9K | 1.75% | 21 |
|
|
2024
Q4 | $11.6M | Sell |
572,379
-13,389
| -2% | -$282K | 1.94% | 18 |
|
|
2024
Q3 | $11.8M | Buy |
585,768
+1,162
| +0.2% | +$25K | 1.82% | 20 |
|
|
2024
Q2 | $13.1M | Buy |
584,606
+270
| +0% | +$6.5K | 2.09% | 19 |
|
|
2024
Q1 | $16.4M | Buy |
584,336
+9,040
| +2% | +$249K | 2.58% | 13 |
|
|
2023
Q4 | $17.1M | Buy |
575,296
+12,494
| +2% | +$311K | 2.73% | 12 |
|
|
2023
Q3 | $13.8M | Sell |
562,802
-1,033
| -0.2% | -$27.9K | 2.3% | 16 |
|
|
2023
Q2 | $15.1M | Buy |
563,835
+19,964
| +4% | +$516K | 2.51% | 16 |
|
|
2023
Q1 | $14.7M | Buy |
543,871
+9,312
| +2% | +$272K | 2.43% | 18 |
|
|
2022
Q4 | $14.1M | Buy |
534,559
+82
| +0% | +$2.04K | 2.33% | 18 |
|
|
2022
Q3 | $11.5M | Buy |
534,477
+17,385
| +3% | +$447K | 2.19% | 18 |
|
|
2022
Q2 | $12.1M | Buy |
517,092
+12,526
| +2% | +$320K | 2.15% | 18 |
|
|
2022
Q1 | $14.1M | Buy |
504,566
+40,401
| +9% | +$1.23M | 2.17% | 17 |
|
|
2021
Q4 | $15.5M | Buy |
464,165
+10,086
| +2% | +$332K | 3.02% | 13 |
|
|
2021
Q3 | $13.5M | Buy |
454,079
+1,923
| +0.4% | +$60K | 3.04% | 12 |
|
|
2021
Q2 | $14.5M | Buy |
452,156
+971
| +0.2% | +$31.5K | 3.25% | 13 |
|
|
2021
Q1 | $13.4M | Buy |
451,185
+9,468
| +2% | +$259K | 3.18% | 13 |
|
|
2020
Q4 | $11M | Buy |
441,717
+19,012
| +4% | +$424K | 2.88% | 16 |
|
|
2020
Q3 | $8.6M | Buy |
422,705
+2,525
| +0.6% | +$53K | 2.62% | 17 |
|
|
2020
Q2 | $8.81M | Sell |
420,180
-7,732
| -2% | -$146K | 2.71% | 16 |
|
|
2020
Q1 | $7.14M | Buy |
427,912
+12,834
| +3% | +$295K | 2.55% | 16 |
|
|
2019
Q4 | $10.8M | Sell |
415,078
-86,951
| -17% | -$2.36M | 2.44% | 16 |
|
|
2019
Q3 | $14.5M | Buy |
502,029
+13,798
| +3% | +$422K | 3.17% | 14 |
|
|
2019
Q2 | $17M | Sell |
488,231
-2,123
| -0.4% | -$72.2K | 3.47% | 12 |
|
|
2019
Q1 | $16.3M | Sell |
490,354
-24,182
| -5% | -$764K | 3.41% | 12 |
|
|
2018
Q4 | $15.3M | Buy |
514,536
+302,195
| +142% | +$9.29M | 3.3% | 13 |
|
|
2018
Q3 | $6.46M | Buy |
212,341
+692
| +0.3% | +$22.3K | 1.25% | 24 |
|
|
2018
Q2 | $6.78M | Buy |
+211,649
| New | +$7.09M | 1.32% | 23 |
|
Other funds holding BEN
PCOC
VCM
VPM
Foundation Resource Management's BEN Position: Q1 2026 in Review
Foundation Resource Management reduced its Franklin Resources (BEN) stake by 0.74% in Q1 2026, selling an estimated $112K and leaving 585,415 shares worth $13.8M. The position accounts for 1.56% of the portfolio, ranked #25.
Foundation Resource Management first reported a position in BEN in Q2 2018 and has held it in 32 quarters since. The position peaked at $17.1M in Q4 2023. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.
- Foundation Resource Management held 585,415 shares of Franklin Resources worth $13.8M as of Q1 2026.
- Foundation Resource Management sold 4,366 Franklin Resources shares in Q1 2026, an estimated $112K.
- Franklin Resources made up 1.56% of Foundation Resource Management's portfolio in Q1 2026, its #25 holding.
- Foundation Resource Management first reported a position in Franklin Resources in Q2 2018 and has held it in 32 quarters since.
- Foundation Resource Management's Franklin Resources position peaked at $17.1M in Q4 2023.
- 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.
Based on Foundation Resource Management's 13F filing for Q1 2026, filed 21 Apr 2026.