Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Franklin Resources BEN Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 		$456K Buy
19,304
+7,153
+59% +$184K ﹤0.01% 1254
2025
Q4 		$290K Buy
12,151
+25
+0.2% +$574 ﹤0.01% 1248
2025
Q3 		$280K Sell
12,126
-242
-2% -$5.98K ﹤0.01% 1060
2025
Q2 		$295K Sell
12,368
-200,927
-94% -$4.14M ﹤0.01% 983
2025
Q1 		$4.11M Buy
213,295
+3,695
+2% +$74K 0.01% 524
2024
Q4 		$4.25M Hold
209,600
– – 0.01% 547
2024
Q3 		$4.22M Buy
209,600
+107,600
+105% +$2.32M 0.01% 518
2024
Q2 		$2.28M Sell
102,000
-18,062
-15% -$435K 0.01% 605
2024
Q1 		$3.37M Sell
120,062
-551,666
-82% -$15.2M 0.01% 459
2023
Q4 		$20M Buy
671,728
+331,728
+98% +$8.25M 0.07% 184
2023
Q3 		$8.36M Hold
340,000
– – 0.04% 276
2023
Q2 		$9.08M Buy
340,000
+116,000
+52% +$3M 0.04% 292
2023
Q1 		$6.03M Hold
224,000
– – 0.03% 305
2022
Q4 		$5.91M Buy
224,000
+126,484
+130% +$3.14M 0.03% 385
2022
Q3 		$2.1M Sell
97,516
-48,904
-33% -$1.26M 0.01% 678
2022
Q2 		$3.41M Buy
+146,420
New +$3.74M 0.02% 585
2021
Q2 		– Sell
-197,703
Closed -$5.85M – 1796
2021
Q1 		$5.85M Buy
+197,703
New +$5.4M 0.01% 440

Other funds holding BEN

PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's BEN Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund increased its Franklin Resources (BEN) stake by 59% in Q1 2026, buying an estimated $184K and bringing the position to 19,304 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in BEN in Q1 2021 and has held it in 17 quarters since. The position peaked at $20M in Q4 2023. 609 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 19,304 shares of Franklin Resources worth $456K as of Q1 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund bought 7,153 Franklin Resources shares in Q1 2026, an estimated $184K.
  • Franklin Resources made up ﹤0.01% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q1 2026, its #1254 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Franklin Resources in Q1 2021 and has held it in 17 quarters since.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Franklin Resources position peaked at $20M in Q4 2023.
  • 609 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.