Moneta Group Investment Advisors’s Franklin Resources BEN Stock Holding History

Moneta Group Investment Advisors’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	$335K	Buy	14,170 +152	+1%	+$3.91K	﹤0.01%	598
2025 Q4	$335K	Buy	+14,018	New	+$322K	﹤0.01%	607
2018 Q2	–	Sell	-450	Closed	-$16K	–	407
2018 Q1	$16K	Hold	450	–	–	﹤0.01%	420
2017 Q4	$19K	Buy	+450	New	+$19.5K	﹤0.01%	317
2015 Q4	–	Sell	-1,950	Closed	-$73K	–	163
2015 Q3	$73K	Buy	+1,950	New	+$84.4K	0.02%	203
2013 Q3	–	Sell	-13,170	Closed	-$597K	–	117
2013 Q2	$597K	Buy	+13,170	New	+$670K	0.42%	47

Other funds holding BEN

PCOC

Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Moneta Group Investment Advisors's BEN Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Franklin Resources (BEN) stake by 1.1% in Q1 2026, buying an estimated $3.91K and bringing the position to 14,170 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Moneta Group Investment Advisors first reported a position in BEN in Q2 2013 and has held it in 6 quarters since. The position peaked at $597K in Q2 2013. 605 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

Moneta Group Investment Advisors held 14,170 shares of Franklin Resources worth $335K as of Q1 2026.
Moneta Group Investment Advisors bought 152 Franklin Resources shares in Q1 2026, an estimated $3.91K.
Franklin Resources made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #598 holding.
Moneta Group Investment Advisors first reported a position in Franklin Resources in Q2 2013 and has held it in 6 quarters since.
Moneta Group Investment Advisors's Franklin Resources position peaked at $597K in Q2 2013.
605 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.