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Kingdom Financial Group’s Franklin Resources BEN Stock Holding History

Kingdom 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 		$54.4K Sell
2,301
-298
-11% -$7.67K 0.02% 265
2025
Q4 		$62.1K Buy
+2,599
New +$59.7K 0.02% 233

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VCM
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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

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

Kingdom Financial Group reduced its Franklin Resources (BEN) stake by 11% in Q1 2026, selling an estimated $7.67K and leaving 2,301 shares worth $54.4K. The position accounts for 0.02% of the portfolio, ranked #265.

Kingdom Financial Group first reported a position in BEN in Q4 2025 and has held it in 2 quarters since. The position peaked at $62.1K in Q4 2025. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Kingdom Financial Group held 2,301 shares of Franklin Resources worth $54.4K as of Q1 2026.
  • Kingdom Financial Group sold 298 Franklin Resources shares in Q1 2026, an estimated $7.67K.
  • Franklin Resources made up 0.02% of Kingdom Financial Group's portfolio in Q1 2026, its #265 holding.
  • Kingdom Financial Group first reported a position in Franklin Resources in Q4 2025 and has held it in 2 quarters since.
  • Kingdom Financial Group's Franklin Resources position peaked at $62.1K in Q4 2025.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

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