FIA
BEN icon

Foundations Investment Advisors’s Franklin Resources BEN Stock Holding History

Foundations Investment Advisors’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 		$1.22M Buy
51,519
+4,991
+11% +$128K 0.02% 476
2025
Q4 		$1.11M Buy
46,528
+28,870
+163% +$663K 0.01% 486
2025
Q3 		$408K Buy
+17,658
New +$436K 0.01% 727

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

Foundations Investment Advisors's BEN Position: Q1 2026 in Review

Foundations Investment Advisors increased its Franklin Resources (BEN) stake by 11% in Q1 2026, buying an estimated $128K and bringing the position to 51,519 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #476.

Foundations Investment Advisors first reported a position in BEN in Q3 2025 and has held it in 3 quarters since. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Foundations Investment Advisors held 51,519 shares of Franklin Resources worth $1.22M as of Q1 2026.
  • Foundations Investment Advisors bought 4,991 Franklin Resources shares in Q1 2026, an estimated $128K.
  • Franklin Resources made up 0.02% of Foundations Investment Advisors's portfolio in Q1 2026, its #476 holding.
  • Foundations Investment Advisors first reported a position in Franklin Resources in Q3 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 Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.