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GoalVest Advisory’s Franklin Resources BEN Stock Holding History

GoalVest Advisory’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 		– Sell
-664
Closed -$15.9K – 459
2025
Q4 		$15.9K Buy
+664
New +$15.2K ﹤0.01% 379
2024
Q2 		– Sell
-220
Closed -$6.18K – 326
2024
Q1 		$6.18K Buy
+220
New +$6.06K ﹤0.01% 335
2023
Q4 		– Sell
-120
Closed -$2.95K – 384
2023
Q3 		$2.95K Buy
+120
New +$3.25K ﹤0.01% 391
2022
Q2 		– Sell
-172
Closed -$5K – 324
2022
Q1 		$5K Buy
+172
New +$5.25K ﹤0.01% 270

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

GoalVest Advisory's BEN Position: Q1 2026 in Review

GoalVest Advisory sold out of Franklin Resources (BEN) in Q1 2026, closing a stake of 664 shares — an estimated $15.9K sold.

GoalVest Advisory first reported a position in BEN in Q1 2022 and held it in 4 quarters. The position peaked at $15.9K in Q4 2025. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • GoalVest Advisory reported no remaining Franklin Resources position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 664 Franklin Resources shares in Q1 2026, an estimated $15.9K.
  • GoalVest Advisory first reported a position in Franklin Resources in Q1 2022 and held it in 4 quarters.
  • GoalVest Advisory's Franklin Resources position peaked at $15.9K in Q4 2025.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.