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Keystone Financial Group (Kentucky)’s Franklin Resources BEN Stock Holding History

Keystone Financial Group (Kentucky)’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 		$219K Buy
9,268
+16
+0.2% +$412 0.02% 468
2025
Q4 		$221K Sell
9,252
-11
-0.1% -$253 0.02% 415
2025
Q3 		$214K Buy
9,263
+51
+0.6% +$1.26K 0.02% 391
2025
Q2 		$220K Buy
+9,212
New +$190K 0.02% 380

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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

Keystone Financial Group (Kentucky)'s BEN Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Franklin Resources (BEN) stake by 0.17% in Q1 2026, buying an estimated $412 and bringing the position to 9,268 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #468.

Keystone Financial Group (Kentucky) first reported a position in BEN in Q2 2025 and has held it in 4 quarters since. The position peaked at $221K in Q4 2025. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 9,268 shares of Franklin Resources worth $219K as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 16 Franklin Resources shares in Q1 2026, an estimated $412.
  • Franklin Resources made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #468 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Franklin Resources in Q2 2025 and has held it in 4 quarters since.
  • Keystone Financial Group (Kentucky)'s Franklin Resources position peaked at $221K in Q4 2025.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.