HighTower Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.97M | Buy |
125,660
+4,544
| +4% | +$117K | ﹤0.01% | 1486 |
|
|
2025
Q4 | $2.89M | Buy |
121,116
+4,669
| +4% | +$107K | ﹤0.01% | 1484 |
|
|
2025
Q3 | $2.69M | Sell |
116,447
-7,972
| -6% | -$197K | ﹤0.01% | 1471 |
|
|
2025
Q2 | $2.97M | Buy |
124,419
+1,139
| +0.9% | +$23.5K | ﹤0.01% | 1353 |
|
|
2025
Q1 | $2.37M | Buy |
123,280
+10,596
| +9% | +$212K | ﹤0.01% | 1439 |
|
|
2024
Q4 | $2.29M | Sell |
112,684
-183,054
| -62% | -$3.86M | ﹤0.01% | 1437 |
|
|
2024
Q3 | $5.97M | Buy |
295,738
+197,308
| +200% | +$4.25M | 0.01% | 961 |
|
|
2024
Q2 | $2.2M | Sell |
98,430
-31,839
| -24% | -$767K | ﹤0.01% | 1395 |
|
|
2024
Q1 | $3.66M | Sell |
130,269
-199,568
| -61% | -$5.5M | 0.01% | 1108 |
|
|
2023
Q4 | $9.83M | Buy |
329,837
+23,835
| +8% | +$593K | 0.02% | 709 |
|
|
2023
Q3 | $7.53M | Sell |
306,002
-1,420,901
| -82% | -$38.4M | 0.01% | 764 |
|
|
2023
Q2 | $46.1M | Buy |
1,726,903
+142,878
| +9% | +$3.69M | 0.09% | 231 |
|
|
2023
Q1 | $42.7M | Buy |
1,584,025
+521,773
| +49% | +$15.2M | 0.09% | 231 |
|
|
2022
Q4 | $28M | Buy |
1,062,252
+237,336
| +29% | +$5.89M | 0.06% | 304 |
|
|
2022
Q3 | $17.8M | Buy |
824,916
+722,386
| +705% | +$18.6M | 0.05% | 380 |
|
|
2022
Q2 | $2.38M | Sell |
102,530
-174,721
| -63% | -$4.47M | 0.01% | 1158 |
|
|
2022
Q1 | $7.74M | Sell |
277,251
-31,125
| -10% | -$951K | 0.02% | 709 |
|
|
2021
Q4 | $10.3M | Sell |
308,376
-1,268
| -0.4% | -$41.7K | 0.02% | 594 |
|
|
2021
Q3 | $9.2M | Sell |
309,644
-5,699
| -2% | -$178K | 0.02% | 572 |
|
|
2021
Q2 | $10.1M | Buy |
315,343
+30,396
| +11% | +$985K | 0.03% | 514 |
|
|
2021
Q1 | $8.43M | Sell |
284,947
-22,878
| -7% | -$625K | 0.03% | 542 |
|
|
2020
Q4 | $7.68M | Buy |
307,825
+1,436
| +0.5% | +$32.1K | 0.03% | 446 |
|
|
2020
Q3 | $6.24M | Sell |
306,389
-8,444
| -3% | -$177K | 0.03% | 480 |
|
|
2020
Q2 | $6.6M | Buy |
314,833
+60,357
| +24% | +$1.14M | 0.04% | 430 |
|
|
2020
Q1 | $4.25M | Buy |
254,476
+48,261
| +23% | +$1.11M | 0.03% | 499 |
|
|
2019
Q4 | $5.36M | Buy |
206,215
+40,366
| +24% | +$1.1M | 0.03% | 518 |
|
|
2019
Q3 | $4.79M | Sell |
165,849
-26,743
| -14% | -$817K | 0.03% | 569 |
|
|
2019
Q2 | $6.7M | Buy |
192,592
+42,879
| +29% | +$1.46M | 0.04% | 459 |
|
|
2019
Q1 | $4.97M | Buy |
149,713
+77,196
| +106% | +$2.44M | 0.03% | 501 |
|
|
2018
Q4 | $2.15M | Sell |
72,517
-52,657
| -42% | -$1.62M | 0.02% | 738 |
|
|
2018
Q3 | $3.8M | Sell |
125,174
-581
| -0.5% | -$18.7K | 0.03% | 606 |
|
|
2018
Q2 | $4.03M | Sell |
125,755
-21,383
| -15% | -$716K | 0.03% | 571 |
|
|
2018
Q1 | $5.1M | Buy |
147,138
+20,925
| +17% | +$851K | 0.04% | 462 |
|
|
2017
Q4 | $5.46M | Sell |
126,213
-3,076
| -2% | -$133K | 0.04% | 438 |
|
|
2017
Q3 | $5.75M | Buy |
129,289
+1,858
| +1% | +$81.4K | 0.05% | 420 |
|
|
2017
Q2 | $5.71M | Buy |
127,431
+5,792
| +5% | +$247K | 0.05% | 422 |
|
|
2017
Q1 | $5.12M | Buy |
121,639
+2,607
| +2% | +$108K | 0.05% | 427 |
|
|
2016
Q4 | $4.71M | Sell |
119,032
-1,059
| -0.9% | -$39.6K | 0.05% | 396 |
|
|
2016
Q3 | $4.27M | Sell |
120,091
-2,981
| -2% | -$105K | 0.05% | 407 |
|
|
2016
Q2 | $4.11M | Buy |
123,072
+338
| +0.3% | +$12.3K | 0.05% | 389 |
|
|
2016
Q1 | $4.79M | Buy |
122,734
+37,341
| +44% | +$1.32M | 0.02% | 406 |
|
|
2015
Q4 | $3.15M | Buy |
85,393
+35,358
| +71% | +$1.38M | 0.04% | 463 |
|
|
2015
Q3 | $1.86M | Sell |
50,035
-18,709
| -27% | -$810K | 0.02% | 643 |
|
|
2015
Q2 | $3.37M | Buy |
68,744
+2,584
| +4% | +$133K | 0.05% | 387 |
|
|
2015
Q1 | $3.4M | Sell |
66,160
-72,662
| -52% | -$3.86M | 0.05% | 417 |
|
|
2014
Q4 | $7.69M | Buy |
138,822
+4,185
| +3% | +$231K | 0.12% | 201 |
|
|
2014
Q3 | $7.35M | Buy |
134,637
+9,220
| +7% | +$516K | 0.12% | 199 |
|
|
2014
Q2 | $7.25M | Buy |
125,417
+6,824
| +6% | +$373K | 0.13% | 183 |
|
|
2014
Q1 | $6.42M | Buy |
118,593
+10,445
| +10% | +$562K | 0.13% | 192 |
|
|
2013
Q4 | $6.24M | Buy |
108,148
+36,643
| +51% | +$1.98M | 0.13% | 192 |
|
|
2013
Q3 | $3.62M | Buy |
71,505
+21,255
| +42% | +$1.03M | 0.09% | 247 |
|
|
2013
Q2 | $2.28M | Buy |
+50,250
| New | +$2.56M | 0.06% | 352 |
|
Other funds holding BEN
PCOC
VCM
VPM
HighTower Advisors's BEN Position: Q1 2026 in Review
HighTower Advisors increased its Franklin Resources (BEN) stake by 3.8% in Q1 2026, buying an estimated $117K and bringing the position to 125,660 shares worth $2.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1486.
HighTower Advisors first reported a position in BEN in Q2 2013 and has held it in 52 quarters since. The position peaked at $46.1M in Q2 2023. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.
- HighTower Advisors held 125,660 shares of Franklin Resources worth $2.97M as of Q1 2026.
- HighTower Advisors bought 4,544 Franklin Resources shares in Q1 2026, an estimated $117K.
- Franklin Resources made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1486 holding.
- HighTower Advisors first reported a position in Franklin Resources in Q2 2013 and has held it in 52 quarters since.
- HighTower Advisors's Franklin Resources position peaked at $46.1M in Q2 2023.
- 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.
Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.