KC
BEN icon

Kinloch Capital’s Franklin Resources BEN Stock Holding History

Kinloch Capital’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 		$3.77M Buy
159,578
+24,580
+18% +$632K 1.54% 34
2025
Q4 		$3.23M Sell
134,998
-26,471
-16% -$608K 1.39% 39
2025
Q3 		$3.73M Buy
161,469
+2,180
+1% +$53.9K 1.63% 33
2025
Q2 		$3.8M Buy
159,289
+2,850
+2% +$58.7K 1.77% 24
2025
Q1 		$3.01M Buy
156,439
+40,910
+35% +$820K 1.44% 47
2024
Q4 		$2.34M Sell
115,529
-10,444
-8% -$220K 1.17% 43
2024
Q3 		$2.54M Sell
125,973
-1,930
-2% -$41.6K 1.23% 46
2024
Q2 		$2.86M Sell
127,903
-895
-0.7% -$21.6K 1.49% 39
2024
Q1 		$3.62M Buy
128,798
+19,817
+18% +$546K 1.86% 25
2023
Q4 		$3.25M Sell
108,981
-8,320
-7% -$207K 2.06% 18
2023
Q3 		$2.88M Sell
117,301
-1,943
-2% -$52.5K 1.81% 28
2023
Q2 		$3.19M Sell
119,244
-746
-0.6% -$19.3K 1.9% 25
2023
Q1 		$3.23M Buy
119,990
+20,904
+21% +$611K 1.89% 26
2022
Q4 		$2.61M Buy
99,086
+3,547
+4% +$88.1K 1.52% 34
2022
Q3 		$2.06M Buy
95,539
+4,222
+5% +$109K 1.36% 38
2022
Q2 		$2.13M Buy
91,317
+8,888
+11% +$227K 1.37% 41
2022
Q1 		$2.3M Buy
82,429
+4,182
+5% +$128K 1.38% 42
2021
Q4 		$2.62M Sell
78,247
-16,613
-18% -$547K 1.62% 38
2021
Q3 		$2.82M Buy
94,860
+5,973
+7% +$186K 1.99% 13
2021
Q2 		$2.84M Sell
88,887
-549
-0.6% -$17.8K 2.04% 11
2021
Q1 		$2.65M Buy
89,436
+2,742
+3% +$74.9K 2.03% 12
2020
Q4 		$2.17M Buy
+86,694
New +$1.94M 1.83% 16

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

Kinloch Capital's BEN Position: Q1 2026 in Review

Kinloch Capital increased its Franklin Resources (BEN) stake by 18% in Q1 2026, buying an estimated $632K and bringing the position to 159,578 shares worth $3.77M. The position accounts for 1.54% of the portfolio, ranked #34.

Kinloch Capital first reported a position in BEN in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.8M in Q2 2025. 605 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Kinloch Capital held 159,578 shares of Franklin Resources worth $3.77M as of Q1 2026.
  • Kinloch Capital bought 24,580 Franklin Resources shares in Q1 2026, an estimated $632K.
  • Franklin Resources made up 1.54% of Kinloch Capital's portfolio in Q1 2026, its #34 holding.
  • Kinloch Capital first reported a position in Franklin Resources in Q4 2020 and has held it in 22 quarters since.
  • Kinloch Capital's Franklin Resources position peaked at $3.8M in Q2 2025.
  • 605 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Kinloch Capital's 13F filing for Q1 2026, filed 15 May 2026.