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Jefferies Financial Group’s Franklin Resources BEN Stock Holding History

Jefferies Financial Group’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 		– Sell
-10,000
Closed -$239K – 1755
2025
Q4 		$239K Hold
10,000
– – ﹤0.01% 1565
2025
Q3 		$231K Hold
10,000
– – ﹤0.01% 1251
2025
Q2 		$239K Hold
10,000
– – ﹤0.01% 1085
2025
Q1 		$193K Buy
+10,000
New +$200K ﹤0.01% 1395

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

Jefferies Financial Group's BEN Position: Q1 2026 in Review

Jefferies Financial Group reduced its Franklin Resources (BEN) stake by 75% in Q1 2026, selling an estimated $1.45M and leaving 19,100 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Jefferies Financial Group first reported a position in BEN in Q4 2022 and has held it in 11 quarters since. The position peaked at $6.08M in Q1 2023. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Jefferies Financial Group held 19,100 shares of Franklin Resources worth $451K as of Q1 2026.
  • Jefferies Financial Group sold 56,449 Franklin Resources shares in Q1 2026, an estimated $1.45M.
  • Franklin Resources made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1254 holding.
  • Jefferies Financial Group first reported a position in Franklin Resources in Q4 2022 and has held it in 11 quarters since.
  • Jefferies Financial Group's Franklin Resources position peaked at $6.08M in Q1 2023.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.