Hazlett, Burt & Watson’s Franklin Resources BEN Stock Holding History

Hazlett, Burt & Watson’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	$12K	Hold	500	–	–	﹤0.01%	657
2025 Q4	$12K	Hold	500	–	–	﹤0.01%	672
2025 Q3	$12K	Hold	500	–	–	﹤0.01%	630
2025 Q2	$12K	Hold	500	–	–	﹤0.01%	551
2025 Q1	$10K	Hold	500	–	–	﹤0.01%	562
2024 Q4	$10K	Hold	500	–	–	﹤0.01%	537
2024 Q3	$10K	Hold	500	–	–	﹤0.01%	526
2024 Q2	$11K	Hold	500	–	–	0.01%	514
2024 Q1	$14K	Hold	500	–	–	0.01%	476
2023 Q4	$15K	Hold	500	–	–	0.01%	448
2023 Q3	$12K	Hold	500	–	–	0.01%	472
2023 Q2	$13K	Hold	500	–	–	0.01%	447
2023 Q1	$13K	Hold	500	–	–	0.01%	420
2022 Q4	$13K	Hold	500	–	–	0.01%	432
2022 Q3	$10K	Hold	500	–	–	0.01%	450
2022 Q2	$12K	Hold	500	–	–	0.01%	434
2022 Q1	$14K	Buy	+500	New	+$15.3K	0.01%	430

Other funds holding BEN

PCOC

Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hazlett, Burt & Watson's BEN Position: Q1 2026 in Review

Hazlett, Burt & Watson held its Franklin Resources (BEN) position steady in Q1 2026 at 500 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Hazlett, Burt & Watson first reported a position in BEN in Q1 2022 and has held it in 17 quarters since. The position peaked at $15K in Q4 2023. 605 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

Hazlett, Burt & Watson held 500 shares of Franklin Resources worth $12K as of Q1 2026.
Hazlett, Burt & Watson left its Franklin Resources share count unchanged in Q1 2026.
Franklin Resources made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #657 holding.
Hazlett, Burt & Watson first reported a position in Franklin Resources in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's Franklin Resources position peaked at $15K in Q4 2023.
605 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.