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MUFG Securities Americas’s Franklin Resources BEN Stock Holding History

MUFG Securities Americas’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 		$201K Buy
8,502
+221
+3% +$5.69K 0.01% 494
2025
Q4 		$198K Buy
8,281
+21
+0.3% +$482 0.01% 500
2025
Q3 		$191K Buy
8,260
+1,389
+20% +$34.3K 0.01% 496
2025
Q2 		$164K Buy
6,871
+1,384
+25% +$28.5K 0.01% 491
2025
Q1 		$106K Buy
5,487
+925
+20% +$18.5K 0.01% 502
2024
Q4 		$92.6K Buy
+4,562
New +$96.1K 0.01% 507

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

MUFG Securities Americas's BEN Position: Q1 2026 in Review

MUFG Securities Americas increased its Franklin Resources (BEN) stake by 2.7% in Q1 2026, buying an estimated $5.69K and bringing the position to 8,502 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #494.

MUFG Securities Americas first reported a position in BEN in Q4 2024 and has held it in 6 quarters since. 605 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • MUFG Securities Americas held 8,502 shares of Franklin Resources worth $201K as of Q1 2026.
  • MUFG Securities Americas bought 221 Franklin Resources shares in Q1 2026, an estimated $5.69K.
  • Franklin Resources made up 0.01% of MUFG Securities Americas's portfolio in Q1 2026, its #494 holding.
  • MUFG Securities Americas first reported a position in Franklin Resources in Q4 2024 and has held it in 6 quarters since.
  • 605 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on MUFG Securities Americas's 13F filing for Q1 2026, filed 11 May 2026.