HR
BEN icon

Hardy Reed’s Franklin Resources BEN Stock Holding History

Hardy Reed’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 		$381K Hold
16,130
– – 0.03% 168
2025
Q4 		$385K Hold
16,130
– – 0.03% 168
2025
Q3 		$373K Hold
16,130
– – 0.03% 172
2025
Q2 		$385K Hold
16,130
– – 0.03% 161
2025
Q1 		$311K Sell
16,130
-591
-4% -$11.8K 0.03% 182
2024
Q4 		$339K Buy
16,721
+591
+4% +$12.4K 0.03% 171
2024
Q3 		$325K Buy
16,130
+6,510
+68% +$140K 0.03% 179
2024
Q2 		$215K Buy
+9,620
New +$232K 0.02% 218

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

Hardy Reed's BEN Position: Q1 2026 in Review

Hardy Reed held its Franklin Resources (BEN) position steady in Q1 2026 at 16,130 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #168.

Hardy Reed first reported a position in BEN in Q2 2024 and has held it in 8 quarters since. The position peaked at $385K in Q4 2025. 605 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Hardy Reed held 16,130 shares of Franklin Resources worth $381K as of Q1 2026.
  • Hardy Reed left its Franklin Resources share count unchanged in Q1 2026.
  • Franklin Resources made up 0.03% of Hardy Reed's portfolio in Q1 2026, its #168 holding.
  • Hardy Reed first reported a position in Franklin Resources in Q2 2024 and has held it in 8 quarters since.
  • Hardy Reed's Franklin Resources position peaked at $385K in Q4 2025.
  • 605 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.