HSBC Holdings’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 | $18.1M | Sell |
770,258
-349,551
| -31% | -$8.99M | 0.01% | 769 |
|
|
2025
Q4 | $26.8M | Sell |
1,119,809
-27,796
| -2% | -$638K | 0.01% | 660 |
|
|
2025
Q3 | $26.4M | Buy |
1,147,605
+523,062
| +84% | +$12.9M | 0.01% | 635 |
|
|
2025
Q2 | $14.9M | Sell |
624,543
-612,954
| -50% | -$12.6M | 0.01% | 788 |
|
|
2025
Q1 | $23.8M | Sell |
1,237,497
-615,017
| -33% | -$12.3M | 0.01% | 661 |
|
|
2024
Q4 | $37.6M | Buy |
1,852,514
+791,367
| +75% | +$16.7M | 0.02% | 557 |
|
|
2024
Q3 | $21.4M | Buy |
1,061,147
+190,829
| +22% | +$4.11M | 0.01% | 700 |
|
|
2024
Q2 | $19.4M | Buy |
870,318
+316,211
| +57% | +$7.62M | 0.01% | 688 |
|
|
2024
Q1 | $15.6M | Sell |
554,107
-153,943
| -22% | -$4.24M | 0.01% | 759 |
|
|
2023
Q4 | $21.1M | Buy |
708,050
+147,497
| +26% | +$3.67M | 0.02% | 652 |
|
|
2023
Q3 | $13.8M | Buy |
560,553
+34,758
| +7% | +$940K | 0.01% | 730 |
|
|
2023
Q2 | $14M | Buy |
525,795
+58,762
| +13% | +$1.52M | 0.01% | 717 |
|
|
2023
Q1 | $12.5M | Buy |
467,033
+70,344
| +18% | +$2.05M | 0.02% | 765 |
|
|
2022
Q4 | $10.5M | Buy |
396,689
+155,494
| +64% | +$3.86M | 0.01% | 938 |
|
|
2022
Q3 | $5.29M | Sell |
241,195
-99,642
| -29% | -$2.56M | 0.01% | 1163 |
|
|
2022
Q2 | $7.97M | Buy |
340,837
+118,976
| +54% | +$3.04M | 0.01% | 1004 |
|
|
2022
Q1 | $6.26M | Sell |
221,861
-46,777
| -17% | -$1.43M | 0.01% | 1098 |
|
|
2021
Q4 | $9.01M | Sell |
268,638
-157,862
| -37% | -$5.2M | 0.01% | 1013 |
|
|
2021
Q3 | $12.8M | Buy |
426,500
+200,250
| +89% | +$6.25M | 0.01% | 786 |
|
|
2021
Q2 | $7.23M | Sell |
226,250
-651,415
| -74% | -$21.1M | 0.01% | 969 |
|
|
2021
Q1 | $26M | Buy |
877,665
+9,628
| +1% | +$263K | 0.03% | 517 |
|
|
2020
Q4 | $21.7M | Sell |
868,037
-14,037
| -2% | -$313K | 0.03% | 552 |
|
|
2020
Q3 | $18M | Buy |
882,074
+32,297
| +4% | +$678K | 0.03% | 503 |
|
|
2020
Q2 | $17.8M | Buy |
849,777
+305,258
| +56% | +$5.76M | 0.03% | 468 |
|
|
2020
Q1 | $9.22M | Sell |
544,519
-33,437
| -6% | -$768K | 0.02% | 616 |
|
|
2019
Q4 | $14.9M | Buy |
577,956
+165,941
| +40% | +$4.51M | 0.03% | 643 |
|
|
2019
Q3 | $11.9M | Buy |
412,015
+46,475
| +13% | +$1.42M | 0.02% | 765 |
|
|
2019
Q2 | $12.7M | Buy |
365,540
+82,031
| +29% | +$2.79M | 0.02% | 710 |
|
|
2019
Q1 | $9.4M | Sell |
283,509
-29,876
| -10% | -$943K | 0.02% | 835 |
|
|
2018
Q4 | $9.29M | Buy |
313,385
+25,518
| +9% | +$785K | 0.02% | 854 |
|
|
2018
Q3 | $8.75M | Sell |
287,867
-51,079
| -15% | -$1.65M | 0.01% | 909 |
|
|
2018
Q2 | $10.9M | Sell |
338,946
-165,924
| -33% | -$5.56M | 0.02% | 765 |
|
|
2018
Q1 | $17.5M | Sell |
504,870
-670,553
| -57% | -$27.3M | 0.03% | 599 |
|
|
2017
Q4 | $50.9M | Buy |
1,175,423
+539,921
| +85% | +$23.4M | 0.07% | 247 |
|
|
2017
Q3 | $28.3M | Buy |
635,502
+143,518
| +29% | +$6.29M | 0.05% | 417 |
|
|
2017
Q2 | $22M | Buy |
491,984
+53,338
| +12% | +$2.28M | 0.04% | 471 |
|
|
2017
Q1 | $18.5M | Buy |
438,646
+8,021
| +2% | +$333K | 0.04% | 494 |
|
|
2016
Q4 | $17M | Sell |
430,625
-27,394
| -6% | -$1.03M | 0.04% | 529 |
|
|
2016
Q3 | $16.2M | Buy |
458,019
+5,615
| +1% | +$199K | 0.04% | 498 |
|
|
2016
Q2 | $15M | Sell |
452,404
-627,296
| -58% | -$22.8M | 0.04% | 516 |
|
|
2016
Q1 | $42.2M | Sell |
1,079,700
-24,370
| -2% | -$862K | 0.12% | 197 |
|
|
2015
Q4 | $40.7M | Buy |
1,104,070
+650,947
| +144% | +$25.5M | 0.1% | 234 |
|
|
2015
Q3 | $16.8M | Sell |
453,123
-15,660
| -3% | -$678K | 0.04% | 447 |
|
|
2015
Q2 | $23M | Sell |
468,783
-71,818
| -13% | -$3.68M | 0.05% | 380 |
|
|
2015
Q1 | $27.8M | Buy |
540,601
+27,122
| +5% | +$1.44M | 0.05% | 355 |
|
|
2014
Q4 | $28.5M | Sell |
513,479
-150,254
| -23% | -$8.3M | 0.06% | 341 |
|
|
2014
Q3 | $36.3M | Buy |
663,733
+193,199
| +41% | +$10.8M | 0.08% | 261 |
|
|
2014
Q2 | $27.2M | Sell |
470,534
-44,693
| -9% | -$2.44M | 0.06% | 333 |
|
|
2014
Q1 | $27.9M | Buy |
515,227
+2,587
| +0.5% | +$139K | 0.07% | 306 |
|
|
2013
Q4 | $29.6M | Sell |
512,640
-40,517
| -7% | -$2.18M | 0.08% | 287 |
|
|
2013
Q3 | $28M | Sell |
553,157
-44,650
| -7% | -$2.16M | 0.08% | 298 |
|
|
2013
Q2 | $27.2M | Buy |
+597,807
| New | +$30.4M | 0.08% | 264 |
|
Other funds holding BEN
PCOC
VCM
VPM
HSBC Holdings's BEN Position: Q1 2026 in Review
HSBC Holdings reduced its Franklin Resources (BEN) stake by 31% in Q1 2026, selling an estimated $8.99M and leaving 770,258 shares worth $18.1M. The position accounts for 0.01% of the portfolio, ranked #769.
HSBC Holdings first reported a position in BEN in Q2 2013 and has held it in 52 quarters since. The position peaked at $50.9M in Q4 2017. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.
- HSBC Holdings held 770,258 shares of Franklin Resources worth $18.1M as of Q1 2026.
- HSBC Holdings sold 349,551 Franklin Resources shares in Q1 2026, an estimated $8.99M.
- Franklin Resources made up 0.01% of HSBC Holdings's portfolio in Q1 2026, its #769 holding.
- HSBC Holdings first reported a position in Franklin Resources in Q2 2013 and has held it in 52 quarters since.
- HSBC Holdings's Franklin Resources position peaked at $50.9M in Q4 2017.
- 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.
Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.