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Mutual Advisors’s Franklin Resources BEN Stock Holding History

Mutual 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 		$299K Buy
12,665
+1,198
+10% +$30.8K 0.01% 1129
2025
Q4 		$274K Sell
11,467
-425
-4% -$9.76K 0.01% 1118
2025
Q3 		$270K Buy
11,892
+2,105
+22% +$52K 0.01% 1093
2025
Q2 		$243K Buy
+9,787
New +$202K 0.01% 1060
2023
Q1 		– Sell
-10,288
Closed -$271K – 975
2022
Q4 		$271K Buy
+10,288
New +$255K 0.01% 768

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

Mutual Advisors's BEN Position: Q1 2026 in Review

Mutual Advisors increased its Franklin Resources (BEN) stake by 10% in Q1 2026, buying an estimated $30.8K and bringing the position to 12,665 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #1129.

Mutual Advisors first reported a position in BEN in Q4 2022 and has held it in 5 quarters since. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Mutual Advisors held 12,665 shares of Franklin Resources worth $299K as of Q1 2026.
  • Mutual Advisors bought 1,198 Franklin Resources shares in Q1 2026, an estimated $30.8K.
  • Franklin Resources made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1129 holding.
  • Mutual Advisors first reported a position in Franklin Resources in Q4 2022 and has held it in 5 quarters since.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.