II
BEN icon

Inspire Investing’s Franklin Resources BEN Stock Holding History

Inspire Investing’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 		$2.19K Buy
93
+7
+8% +$180 ﹤0.01% 1005
2025
Q4 		$2.06K Buy
+86
New +$1.98K ﹤0.01% 990
2024
Q1 		– Sell
-14,994
Closed -$447K – 799
2023
Q4 		$447K Buy
14,994
+52
+0.3% +$1.29K 0.05% 305
2023
Q3 		$367K Buy
14,942
+244
+2% +$6.6K 0.05% 300
2023
Q2 		$393K Buy
+14,698
New +$380K 0.05% 344
2022
Q4 		– Sell
-13,648
Closed -$294K – 746
2022
Q3 		$294K Buy
+13,648
New +$351K 0.04% 243
2021
Q3 		– Sell
-31,617
Closed -$1.01M – 809
2021
Q2 		$1.01M Buy
31,617
+13,203
+72% +$428K 0.13% 167
2021
Q1 		$545K Sell
18,414
-1,716
-9% -$46.9K 0.08% 257
2020
Q4 		$503K Sell
20,130
-35,879
-64% -$801K 0.11% 161
2020
Q3 		$1.14M Buy
56,009
+32,499
+138% +$683K 0.31% 72
2020
Q2 		$493K Sell
23,510
-2,165
-8% -$40.9K 0.17% 92
2020
Q1 		$429K Buy
25,675
+335
+1% +$7.69K 0.17% 114
2019
Q4 		$658K Buy
25,340
+5,847
+30% +$159K 0.24% 111
2019
Q3 		$563K Buy
19,493
+1,970
+11% +$60.2K 0.21% 136
2019
Q2 		$610K Buy
17,523
+1,048
+6% +$35.6K 0.26% 96
2019
Q1 		$546K Buy
16,475
+5,550
+51% +$175K 0.25% 102
2018
Q4 		$324K Buy
10,925
+339
+3% +$10.4K 0.22% 114
2018
Q3 		$322K Buy
10,586
+458
+5% +$14.8K 0.2% 129
2018
Q2 		$325K Buy
10,128
+2,187
+28% +$73.3K 0.23% 112
2018
Q1 		$275K Buy
7,941
+2,534
+47% +$103K 0.28% 80
2017
Q4 		$234K Buy
+5,407
New +$234K 0.2% 56

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

Inspire Investing's BEN Position: Q1 2026 in Review

Inspire Investing increased its Franklin Resources (BEN) stake by 8.1% in Q1 2026, buying an estimated $180 and bringing the position to 93 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Inspire Investing first reported a position in BEN in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.14M in Q3 2020. 605 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Inspire Investing held 93 shares of Franklin Resources worth $2.19K as of Q1 2026.
  • Inspire Investing bought 7 Franklin Resources shares in Q1 2026, an estimated $180.
  • Franklin Resources made up ﹤0.01% of Inspire Investing's portfolio in Q1 2026, its #1005 holding.
  • Inspire Investing first reported a position in Franklin Resources in Q4 2017 and has held it in 21 quarters since.
  • Inspire Investing's Franklin Resources position peaked at $1.14M in Q3 2020.
  • 605 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.