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Kestra Investment Management’s Franklin Resources BEN Stock Holding History

Kestra Investment Management’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 		$1.11M Buy
+47,201
New +$1.21M 0.02% 195
2025
Q4 		– Sell
-62,198
Closed -$1.44M – 434
2025
Q3 		$1.44M Sell
62,198
-91,525
-60% -$2.26M 0.04% 158
2025
Q2 		$3.28M Buy
153,723
+70,215
+84% +$1.45M 0.05% 126
2025
Q1 		$1.61M Buy
83,508
+46,717
+127% +$936K 0.05% 116
2024
Q4 		$746K Buy
36,791
+18,903
+106% +$398K 0.03% 176
2024
Q3 		$360K Buy
+17,888
New +$385K 0.02% 245

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

Kestra Investment Management's BEN Position: Q1 2026 in Review

Kestra Investment Management opened a new position in Franklin Resources (BEN) in Q1 2026: 47,201 shares worth $1.11M. The stake represents 0.02% of the portfolio and ranks #195 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in BEN as recently as Q3 2025.

Kestra Investment Management first reported a position in BEN in Q3 2024 and has held it in 6 quarters since. The position peaked at $3.28M in Q2 2025. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Kestra Investment Management held 47,201 shares of Franklin Resources worth $1.11M as of Q1 2026.
  • Franklin Resources was a new Kestra Investment Management position in Q1 2026.
  • Franklin Resources made up 0.02% of Kestra Investment Management's portfolio in Q1 2026, its #195 holding.
  • Kestra Investment Management first reported a position in Franklin Resources in Q3 2024 and has held it in 6 quarters since.
  • Kestra Investment Management's Franklin Resources position peaked at $3.28M in Q2 2025.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.