HSBC Holdings
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HSBC Holdings’s Franklin Resources BEN Stock Holding History

HSBC Holdings’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 		$3.1M Buy
+132,400
New +$3.41M ﹤0.01% 1341
2020
Q2 		– Sell
-115,300
Closed -$1.95M – 2657
2020
Q1 		$1.95M Hold
115,300
– – ﹤0.01% 1193
2019
Q4 		$3M Sell
115,300
-36,200
-24% -$984K 0.01% 1329
2019
Q3 		$4.37M Buy
151,500
+10,400
+7% +$318K 0.01% 1243
2019
Q2 		$4.91M Buy
+141,100
New +$4.8M 0.01% 1152

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

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.