Marshall Wace’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.9M | Buy |
+757,036
| New | +$19.5M | 0.02% | 744 |
|
|
2025
Q3 | – | Sell |
-788,946
| Closed | -$18.8M | – | 2896 |
|
|
2025
Q2 | $18.8M | Sell |
788,946
-3,802,939
| -83% | -$78.4M | 0.02% | 607 |
|
|
2025
Q1 | $88.4M | Buy |
4,591,885
+4,306,292
| +1,508% | +$86.3M | 0.11% | 161 |
|
|
2024
Q4 | $5.79M | Sell |
285,593
-179,780
| -39% | -$3.79M | 0.01% | 994 |
|
|
2024
Q3 | $9.38M | Sell |
465,373
-940,951
| -67% | -$20.3M | 0.01% | 784 |
|
|
2024
Q2 | $31.4M | Buy |
1,406,324
+1,178,594
| +518% | +$28.4M | 0.04% | 367 |
|
|
2024
Q1 | $6.4M | Sell |
227,730
-122,078
| -35% | -$3.36M | 0.01% | 897 |
|
|
2023
Q4 | $10.4M | Buy |
+349,808
| New | +$8.7M | 0.02% | 679 |
|
|
2023
Q3 | – | Sell |
-178,728
| Closed | -$4.77M | – | 2199 |
|
|
2023
Q2 | $4.77M | Buy |
178,728
+128,504
| +256% | +$3.32M | 0.01% | 1036 |
|
|
2023
Q1 | $1.35M | Buy |
+50,224
| New | +$1.47M | ﹤0.01% | 1663 |
|
|
2022
Q3 | – | Sell |
-228,498
| Closed | -$5.33M | – | 3343 |
|
|
2022
Q2 | $5.33M | Sell |
228,498
-384,473
| -63% | -$9.83M | 0.01% | 1289 |
|
|
2022
Q1 | $17.1M | Sell |
612,971
-1,308,084
| -68% | -$40M | 0.03% | 558 |
|
|
2021
Q4 | $64.3M | Buy |
1,921,055
+242,842
| +14% | +$7.99M | 0.12% | 160 |
|
|
2021
Q3 | $49.9M | Buy |
1,678,213
+1,480,385
| +748% | +$46.2M | 0.21% | 83 |
|
|
2021
Q2 | $6.33M | Buy |
197,828
+169,699
| +603% | +$5.5M | 0.03% | 707 |
|
|
2021
Q1 | $833K | Buy |
+28,129
| New | +$768K | ﹤0.01% | 1750 |
|
|
2020
Q4 | – | Sell |
-18,282
| Closed | -$372K | – | 1879 |
|
|
2020
Q3 | $372K | Sell |
18,282
-144,852
| -89% | -$3.04M | ﹤0.01% | 1310 |
|
|
2020
Q2 | $3.42M | Buy |
163,134
+150,910
| +1,235% | +$2.85M | 0.02% | 600 |
|
|
2020
Q1 | $204K | Buy |
12,224
+449
| +4% | +$10.3K | ﹤0.01% | 1173 |
|
|
2019
Q4 | $306K | Buy |
11,775
+578
| +5% | +$15.7K | ﹤0.01% | 1273 |
|
|
2019
Q3 | $323K | Buy |
+11,197
| New | +$342K | ﹤0.01% | 1187 |
|
|
2019
Q2 | – | Sell |
-175,615
| Closed | -$5.82M | – | 1359 |
|
|
2019
Q1 | $5.82M | Buy |
+175,615
| New | +$5.55M | 0.05% | 420 |
|
|
2017
Q1 | – | Sell |
-123,652
| Closed | -$4.89M | – | 346 |
|
|
2016
Q4 | $4.89M | Buy |
+123,652
| New | +$4.63M | 0.03% | 478 |
|
|
2016
Q3 | – | Sell |
-16,418
| Closed | -$548K | – | 949 |
|
|
2016
Q2 | $548K | Sell |
16,418
-68,413
| -81% | -$2.49M | ﹤0.01% | 808 |
|
|
2016
Q1 | $3.31M | Buy |
+84,831
| New | +$3M | 0.03% | 446 |
|
|
2014
Q2 | – | Sell |
-261,246
| Closed | -$14.2M | – | 927 |
|
|
2014
Q1 | $14.2M | Buy |
+261,246
| New | +$14.1M | 0.26% | 112 |
|
Other funds holding BEN
PCOC
VCM
VPM
Marshall Wace's BEN Position: Q1 2026 in Review
Marshall Wace opened a new position in Franklin Resources (BEN) in Q1 2026: 757,036 shares worth $17.9M. The stake represents 0.02% of the portfolio and ranks #744 among its holdings. This is a return to the name: Marshall Wace previously reported a position in BEN as recently as Q2 2025.
Marshall Wace first reported a position in BEN in Q1 2014 and has held it in 26 quarters since. The position peaked at $88.4M in Q1 2025. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.
- Marshall Wace held 757,036 shares of Franklin Resources worth $17.9M as of Q1 2026.
- Franklin Resources was a new Marshall Wace position in Q1 2026.
- Franklin Resources made up 0.02% of Marshall Wace's portfolio in Q1 2026, its #744 holding.
- Marshall Wace first reported a position in Franklin Resources in Q1 2014 and has held it in 26 quarters since.
- Marshall Wace's Franklin Resources position peaked at $88.4M in Q1 2025.
- 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.
Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.