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Freestone Grove Partners’s Franklin Resources BEN Stock Holding History

Freestone Grove Partners’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 		$50.7M Buy
+2,148,549
New +$55.3M 0.36% 89
2025
Q3 		– Sell
-1,340,055
Closed -$32M – 712
2025
Q2 		$32M Buy
1,340,055
+963,919
+256% +$19.9M 0.24% 152
2025
Q1 		$7.24M Buy
+376,136
New +$7.54M 0.07% 259

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

Freestone Grove Partners's BEN Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in Franklin Resources (BEN) in Q1 2026: 2,148,549 shares worth $50.7M. The stake represents 0.36% of the portfolio and ranks #89 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in BEN as recently as Q2 2025.

Freestone Grove Partners first reported a position in BEN in Q1 2025 and has held it in 3 quarters since. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Freestone Grove Partners held 2,148,549 shares of Franklin Resources worth $50.7M as of Q1 2026.
  • Franklin Resources was a new Freestone Grove Partners position in Q1 2026.
  • Franklin Resources made up 0.36% of Freestone Grove Partners's portfolio in Q1 2026, its #89 holding.
  • Freestone Grove Partners first reported a position in Franklin Resources in Q1 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 Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.