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Morse Asset Management’s Franklin Resources BEN Stock Holding History

Morse Asset 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 		$57.9K Hold
2,450
– – 0.01% 218
2025
Q4 		$58.5K Sell
2,450
-7,200
-75% -$165K 0.01% 212
2025
Q3 		$223K Sell
9,650
-72,420
-88% -$1.79M 0.04% 148
2025
Q2 		$1.96M Buy
+82,070
New +$1.69M 0.43% 60

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

Morse Asset Management's BEN Position: Q1 2026 in Review

Morse Asset Management held its Franklin Resources (BEN) position steady in Q1 2026 at 2,450 shares worth $57.9K. The position accounts for 0.01% of the portfolio, ranked #218.

Morse Asset Management first reported a position in BEN in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.96M in Q2 2025. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Morse Asset Management held 2,450 shares of Franklin Resources worth $57.9K as of Q1 2026.
  • Morse Asset Management left its Franklin Resources share count unchanged in Q1 2026.
  • Franklin Resources made up 0.01% of Morse Asset Management's portfolio in Q1 2026, its #218 holding.
  • Morse Asset Management first reported a position in Franklin Resources in Q2 2025 and has held it in 4 quarters since.
  • Morse Asset Management's Franklin Resources position peaked at $1.96M in Q2 2025.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.