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InceptionR’s Franklin Resources BEN Stock Holding History

InceptionR’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 		$547K Buy
+23,155
New +$596K 0.13% 286
2025
Q1 		– Sell
-59,654
Closed -$1.21M – 558
2024
Q4 		$1.21M Buy
+59,654
New +$1.26M 0.27% 117
2024
Q3 		– Sell
-61,346
Closed -$1.37M – 643
2024
Q2 		$1.37M Buy
+61,346
New +$1.48M 0.39% 49
2023
Q2 		– Sell
-30,887
Closed -$832K – 424
2023
Q1 		$832K Buy
+30,887
New +$902K 0.27% 134

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

InceptionR's BEN Position: Q1 2026 in Review

InceptionR opened a new position in Franklin Resources (BEN) in Q1 2026: 23,155 shares worth $547K. The stake represents 0.13% of the portfolio and ranks #286 among its holdings. This is a return to the name: InceptionR previously reported a position in BEN as recently as Q4 2024.

InceptionR first reported a position in BEN in Q1 2023 and has held it in 4 quarters since. The position peaked at $1.37M in Q2 2024. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • InceptionR held 23,155 shares of Franklin Resources worth $547K as of Q1 2026.
  • Franklin Resources was a new InceptionR position in Q1 2026.
  • Franklin Resources made up 0.13% of InceptionR's portfolio in Q1 2026, its #286 holding.
  • InceptionR first reported a position in Franklin Resources in Q1 2023 and has held it in 4 quarters since.
  • InceptionR's Franklin Resources position peaked at $1.37M in Q2 2024.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.