Franklin Resources
SF

Franklin Resources’s Stifel SF Stock Holding History

Franklin Resources’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.1M Buy
164,005
+112,985
+221% +$8.97M ﹤0.01% 1166
2025
Q4 		$4.26M Buy
51,020
+21,411
+72% +$1.71M ﹤0.01% 1471
2025
Q3 		$2.24M Sell
29,609
-7,627
-20% -$571K ﹤0.01% 1734
2025
Q2 		$2.58M Sell
37,236
-51,171
-58% -$3.14M ﹤0.01% 1627
2025
Q1 		$5.56M Buy
88,407
+6,138
+7% +$433K ﹤0.01% 1311
2024
Q4 		$5.82M Buy
82,269
+16,099
+24% +$1.15M ﹤0.01% 1284
2024
Q3 		$4.34M Buy
66,170
+5,831
+10% +$333K ﹤0.01% 1408
2024
Q2 		$3.39M Buy
60,339
+26,865
+80% +$1.42M ﹤0.01% 1486
2024
Q1 		$1.74M Buy
+33,474
New +$1.65M ﹤0.01% 1770
2021
Q4 		– Sell
-4,569
Closed -$207K – 2545
2021
Q3 		$207K Buy
+4,569
New +$204K ﹤0.01% 2224

Other funds holding SF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return