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INVST’s Franklin Resources BEN Stock Holding History

INVST’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 		$665K Buy
+28,155
New +$724K 0.08% 224

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

INVST's BEN Position: Q1 2026 in Review

INVST opened a new position in Franklin Resources (BEN) in Q1 2026: 28,155 shares worth $665K. The stake represents 0.08% of the portfolio and ranks #224 among its holdings.

604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • INVST held 28,155 shares of Franklin Resources worth $665K as of Q1 2026.
  • Franklin Resources was a new INVST position in Q1 2026.
  • Franklin Resources made up 0.08% of INVST's portfolio in Q1 2026, its #224 holding.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

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