HighTower Advisors
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HighTower Advisors’s Franklin Resources BEN Stock Holding History

HighTower Advisors’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
2017
Q3 		– Sell
-5,000
Closed -$4K – 2237
2017
Q2 		$4K Buy
5,000
+1,000
+25% +$42.7K ﹤0.01% 2157
2017
Q1 		$5K Buy
+4,000
New +$166K ﹤0.01% 2035

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

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.