HI
BEN icon

Horizon Investments’s Franklin Resources BEN Stock Holding History

Horizon Investments’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 		$262K Buy
11,076
+605
+6% +$15.6K ﹤0.01% 942
2025
Q4 		$250K Buy
10,471
+433
+4% +$9.94K ﹤0.01% 939
2025
Q3 		$232K Buy
10,038
+5,163
+106% +$128K ﹤0.01% 908
2025
Q2 		$116K Buy
4,875
+356
+8% +$7.34K ﹤0.01% 936
2025
Q1 		$87K Buy
4,519
+300
+7% +$6.01K ﹤0.01% 633
2024
Q4 		$85.6K Buy
4,219
+34
+0.8% +$716 ﹤0.01% 628
2024
Q3 		$84.3K Sell
4,185
-686
-14% -$14.8K ﹤0.01% 628
2024
Q2 		$109K Buy
4,871
+48
+1% +$1.16K ﹤0.01% 622
2024
Q1 		$136K Buy
4,823
+106
+2% +$2.92K ﹤0.01% 605
2023
Q4 		$139K Buy
4,717
+253
+6% +$6.29K ﹤0.01% 583
2023
Q3 		$110K Buy
4,464
+55
+1% +$1.49K ﹤0.01% 605
2023
Q2 		$118K Sell
4,409
-1,341
-23% -$34.7K ﹤0.01% 598
2023
Q1 		$155K Buy
+5,750
New +$168K ﹤0.01% 564
2022
Q4 		– Sell
-13,368
Closed -$288K – 533
2022
Q3 		$288K Buy
+13,368
New +$344K 0.01% 414
2021
Q3 		– Sell
-9,917
Closed -$317K – 476
2021
Q2 		$317K Buy
+9,917
New +$321K 0.01% 387
2019
Q3 		– Sell
-7,455
Closed -$259K – 422
2019
Q2 		$259K Buy
+7,455
New +$254K 0.01% 449

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 $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

Horizon Investments's BEN Position: Q1 2026 in Review

Horizon Investments increased its Franklin Resources (BEN) stake by 5.8% in Q1 2026, buying an estimated $15.6K and bringing the position to 11,076 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Horizon Investments first reported a position in BEN in Q2 2019 and has held it in 16 quarters since. The position peaked at $317K in Q2 2021. 609 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Horizon Investments held 11,076 shares of Franklin Resources worth $262K as of Q1 2026.
  • Horizon Investments bought 605 Franklin Resources shares in Q1 2026, an estimated $15.6K.
  • Franklin Resources made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #942 holding.
  • Horizon Investments first reported a position in Franklin Resources in Q2 2019 and has held it in 16 quarters since.
  • Horizon Investments's Franklin Resources position peaked at $317K in Q2 2021.
  • 609 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.