Franklin Resources
MAX icon

Franklin Resources’s MediaAlpha MAX Stock Holding History

Franklin Resources’s Portfolio MAX Stock Details MAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.2M Buy
343,709
+14,997
+5% +$148K ﹤0.01% 1720
2025
Q4 		$4.26M Buy
328,712
+10,740
+3% +$131K ﹤0.01% 1472
2025
Q3 		$3.62M Buy
317,972
+297,855
+1,481% +$3.29M ﹤0.01% 1560
2025
Q2 		$220K Sell
20,117
-27,331
-58% -$264K ﹤0.01% 2711
2025
Q1 		$438K Sell
47,448
-12,276
-21% -$131K ﹤0.01% 2321
2024
Q4 		$674K Sell
59,724
-68,880
-54% -$991K ﹤0.01% 2161
2024
Q3 		$2.43M Buy
128,604
+64,331
+100% +$1.03M ﹤0.01% 1673
2024
Q2 		$846K Buy
64,273
+34,635
+117% +$637K ﹤0.01% 2001
2024
Q1 		$604K Buy
+29,638
New +$473K ﹤0.01% 2159

Other funds holding MAX

WMIG
White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CC
Clearline Capital New York $1.29B AUM 38.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JGC
J. Goldman & Co New York $2.16B AUM 33.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return