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Golden State Equity Partners’s Franklin Resources BEN Stock Holding History

Golden State Equity 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 		$461K Buy
19,534
+4,923
+34% +$127K 0.03% 473
2025
Q4 		$349K Sell
14,611
-585
-4% -$13.4K 0.06% 364
2025
Q3 		$351K Buy
+15,196
New +$376K 0.06% 325

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

Golden State Equity Partners's BEN Position: Q1 2026 in Review

Golden State Equity Partners increased its Franklin Resources (BEN) stake by 34% in Q1 2026, buying an estimated $127K and bringing the position to 19,534 shares worth $461K. The position accounts for 0.03% of the portfolio, ranked #473.

Golden State Equity Partners 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.

  • Golden State Equity Partners held 19,534 shares of Franklin Resources worth $461K as of Q1 2026.
  • Golden State Equity Partners bought 4,923 Franklin Resources shares in Q1 2026, an estimated $127K.
  • Franklin Resources made up 0.03% of Golden State Equity Partners's portfolio in Q1 2026, its #473 holding.
  • Golden State Equity Partners 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 Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.