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Harbour Investments’s Franklin Resources BEN Stock Holding History

Harbour Investments’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 		$134K Buy
5,683
+1,427
+34% +$36.7K ﹤0.01% 1764
2025
Q4 		$102K Buy
4,256
+1,400
+49% +$32.1K ﹤0.01% 1626
2025
Q3 		$66.1K Buy
2,856
+4
+0.1% +$99 ﹤0.01% 1772
2025
Q2 		$68K Sell
2,852
-7
-0.2% -$144 ﹤0.01% 1672
2025
Q1 		$55K Buy
2,859
+476
+20% +$9.54K ﹤0.01% 1714
2024
Q4 		$48.4K Buy
2,383
+190
+9% +$4K ﹤0.01% 1730
2024
Q3 		$44.2K Buy
2,193
+106
+5% +$2.28K ﹤0.01% 1729
2024
Q2 		$46.7K Sell
2,087
-187
-8% -$4.5K ﹤0.01% 1586
2024
Q1 		$63.9K Buy
2,274
+22
+1% +$606 ﹤0.01% 1412
2023
Q4 		$67.1K Buy
2,252
+248
+12% +$6.17K ﹤0.01% 1310
2023
Q3 		$49.2K Hold
2,004
– – ﹤0.01% 1359
2023
Q2 		$53.5K Buy
2,004
+161
+9% +$4.16K ﹤0.01% 1333
2023
Q1 		$49.6K Buy
1,843
+323
+21% +$9.44K ﹤0.01% 1367
2022
Q4 		$40.1K Sell
1,520
-205
-12% -$5.09K ﹤0.01% 1385
2022
Q3 		$40K Hold
1,725
– – ﹤0.01% 1351
2022
Q2 		$40K Buy
+1,725
New +$44.1K ﹤0.01% 1351
2021
Q4 		$24K Sell
714
-1,890
-73% -$62.2K ﹤0.01% 1581
2021
Q3 		$77K Buy
2,604
+721
+38% +$22.5K ﹤0.01% 1519
2021
Q2 		$60K Buy
1,883
+19
+1% +$616 ﹤0.01% 1701
2021
Q1 		$55K Buy
+1,864
New +$50.9K ﹤0.01% 1637

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

Harbour Investments's BEN Position: Q1 2026 in Review

Harbour Investments increased its Franklin Resources (BEN) stake by 34% in Q1 2026, buying an estimated $36.7K and bringing the position to 5,683 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

Harbour Investments first reported a position in BEN in Q1 2021 and has held it in 20 quarters since. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Harbour Investments held 5,683 shares of Franklin Resources worth $134K as of Q1 2026.
  • Harbour Investments bought 1,427 Franklin Resources shares in Q1 2026, an estimated $36.7K.
  • Franklin Resources made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1764 holding.
  • Harbour Investments first reported a position in Franklin Resources in Q1 2021 and has held it in 20 quarters since.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.