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Maltese Capital Management’s Franklin Resources BEN Stock Holding History

Maltese Capital 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 		$2.02M Buy
85,700
+75,700
+757% +$1.95M 0.4% 74
2025
Q4 		$239K Buy
+10,000
New +$230K 0.04% 107
2025
Q3 		– Sell
-133,097
Closed -$3.17M – 126
2025
Q2 		$3.17M Sell
133,097
-43,903
-25% -$905K 0.45% 76
2025
Q1 		$3.41M Buy
177,000
+87,000
+97% +$1.74M 0.55% 62
2024
Q4 		$1.83M Buy
+90,000
New +$1.9M 0.28% 88
2024
Q3 		– Sell
-30,000
Closed -$671K – 105
2024
Q2 		$671K Buy
30,000
+10,000
+50% +$241K 0.12% 86
2024
Q1 		$562K Buy
+20,000
New +$551K 0.11% 84
2015
Q3 		– Sell
-43,200
Closed -$2.12M – 216
2015
Q2 		$2.12M Buy
+43,200
New +$2.22M 0.24% 126
2015
Q1 		– Sell
-12,700
Closed -$703K – 207
2014
Q4 		$703K Hold
12,700
– – 0.08% 179
2014
Q3 		$694K Sell
12,700
-5,900
-32% -$330K 0.08% 170
2014
Q2 		$1.08M Sell
18,600
-49,900
-73% -$2.73M 0.14% 144
2014
Q1 		$3.71M Buy
68,500
+3,400
+5% +$183K 0.45% 84
2013
Q4 		$3.76M Buy
65,100
+15,100
+30% +$814K 0.39% 95
2013
Q3 		$2.53M Buy
50,000
+12,500
+33% +$603K 0.26% 107
2013
Q2 		$1.7M Buy
+37,500
New +$1.91M 0.18% 128

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

Maltese Capital Management's BEN Position: Q1 2026 in Review

Maltese Capital Management increased its Franklin Resources (BEN) stake by 757% in Q1 2026, buying an estimated $1.95M and bringing the position to 85,700 shares worth $2.02M. The position accounts for 0.4% of the portfolio, ranked #74.

Maltese Capital Management first reported a position in BEN in Q2 2013 and has held it in 15 quarters since. The position peaked at $3.76M in Q4 2013. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Maltese Capital Management held 85,700 shares of Franklin Resources worth $2.02M as of Q1 2026.
  • Maltese Capital Management bought 75,700 Franklin Resources shares in Q1 2026, an estimated $1.95M.
  • Franklin Resources made up 0.4% of Maltese Capital Management's portfolio in Q1 2026, its #74 holding.
  • Maltese Capital Management first reported a position in Franklin Resources in Q2 2013 and has held it in 15 quarters since.
  • Maltese Capital Management's Franklin Resources position peaked at $3.76M in Q4 2013.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

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