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Lynx Investment Advisory’s Franklin Resources BEN Stock Holding History

Lynx Investment Advisory’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 		$249K Buy
10,547
+999
+10% +$25.7K 0.12% 161
2025
Q4 		$228K Sell
9,548
-40
-0.4% -$918 0.12% 151
2025
Q3 		$222K Sell
9,588
-332
-3% -$8.21K 0.13% 145
2025
Q2 		$237K Buy
+9,920
New +$204K 0.15% 137
2024
Q3 		– Sell
-8,858
Closed -$198K – 201
2024
Q2 		$198K Buy
+8,858
New +$213K 0.15% 131

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

Lynx Investment Advisory's BEN Position: Q1 2026 in Review

Lynx Investment Advisory increased its Franklin Resources (BEN) stake by 10% in Q1 2026, buying an estimated $25.7K and bringing the position to 10,547 shares worth $249K. The position accounts for 0.12% of the portfolio, ranked #161.

Lynx Investment Advisory first reported a position in BEN in Q2 2024 and has held it in 5 quarters since. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Lynx Investment Advisory held 10,547 shares of Franklin Resources worth $249K as of Q1 2026.
  • Lynx Investment Advisory bought 999 Franklin Resources shares in Q1 2026, an estimated $25.7K.
  • Franklin Resources made up 0.12% of Lynx Investment Advisory's portfolio in Q1 2026, its #161 holding.
  • Lynx Investment Advisory first reported a position in Franklin Resources in Q2 2024 and has held it in 5 quarters since.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.