Neuberger Berman Group’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 | $898K | Buy |
38,003
+8,100
| +27% | +$208K | ﹤0.01% | 1450 |
|
|
2025
Q4 | $714K | Buy |
29,903
+2,581
| +9% | +$59.3K | ﹤0.01% | 1514 |
|
|
2025
Q3 | $632K | Buy |
27,322
+1,542
| +6% | +$38.1K | ﹤0.01% | 1529 |
|
|
2025
Q2 | $615K | Sell |
25,780
-9,169
| -26% | -$189K | ﹤0.01% | 1522 |
|
|
2025
Q1 | $673K | Buy |
34,949
+6,519
| +23% | +$131K | ﹤0.01% | 1456 |
|
|
2024
Q4 | $577K | Buy |
28,430
+10,097
| +55% | +$213K | ﹤0.01% | 1487 |
|
|
2024
Q3 | $369K | Sell |
18,333
-11,068
| -38% | -$238K | ﹤0.01% | 1606 |
|
|
2024
Q2 | $657K | Buy |
29,401
+4,080
| +16% | +$98.3K | ﹤0.01% | 1405 |
|
|
2024
Q1 | $712K | Buy |
25,321
+284
| +1% | +$7.82K | ﹤0.01% | 1382 |
|
|
2023
Q4 | $740K | Sell |
25,037
-20,115
| -45% | -$500K | ﹤0.01% | 1368 |
|
|
2023
Q3 | $1.11M | Sell |
45,152
-11,335
| -20% | -$307K | ﹤0.01% | 1226 |
|
|
2023
Q2 | $1.51M | Buy |
56,487
+14,814
| +36% | +$383K | ﹤0.01% | 1144 |
|
|
2023
Q1 | $1.12M | Sell |
41,673
-6,740
| -14% | -$197K | ﹤0.01% | 1219 |
|
|
2022
Q4 | $1.28M | Buy |
48,413
+13,232
| +38% | +$329K | ﹤0.01% | 1174 |
|
|
2022
Q3 | $769K | Buy |
35,181
+3,209
| +10% | +$82.5K | ﹤0.01% | 1339 |
|
|
2022
Q2 | $758K | Sell |
31,972
-13,126
| -29% | -$336K | ﹤0.01% | 1361 |
|
|
2022
Q1 | $1.27M | Buy |
45,098
+7,699
| +21% | +$235K | ﹤0.01% | 1293 |
|
|
2021
Q4 | $1.07M | Buy |
37,399
+10,634
| +40% | +$350K | ﹤0.01% | 1342 |
|
|
2021
Q3 | $663K | Sell |
26,765
-40,971
| -60% | -$1.28M | ﹤0.01% | 1409 |
|
|
2021
Q2 | $2.02M | Buy |
67,736
+16,908
| +33% | +$548K | ﹤0.01% | 1181 |
|
|
2021
Q1 | $1.51M | Buy |
+50,828
| New | +$1.39M | ﹤0.01% | 1219 |
|
|
2020
Q1 | – | Sell |
-8,803
| Closed | -$229K | – | 1531 |
|
|
2019
Q4 | $229K | Sell |
8,803
-27
| -0.3% | -$734 | ﹤0.01% | 1445 |
|
|
2019
Q3 | $255K | Sell |
8,830
-1,074
| -11% | -$32.8K | ﹤0.01% | 1413 |
|
|
2019
Q2 | $345K | Buy |
9,904
+1,141
| +13% | +$38.8K | ﹤0.01% | 1364 |
|
|
2019
Q1 | $290K | Sell |
8,763
-546
| -6% | -$17.2K | ﹤0.01% | 1375 |
|
|
2018
Q4 | $276K | Hold |
9,309
| – | – | ﹤0.01% | 1393 |
|
|
2018
Q3 | $283K | Sell |
9,309
-300
| -3% | -$9.67K | ﹤0.01% | 1450 |
|
|
2018
Q2 | $308K | Sell |
9,609
-6,450
| -40% | -$216K | ﹤0.01% | 1506 |
|
|
2018
Q1 | $557K | Sell |
16,059
-2,917
| -15% | -$119K | ﹤0.01% | 1331 |
|
|
2017
Q4 | $822K | Buy |
18,976
+3,024
| +19% | +$131K | ﹤0.01% | 1276 |
|
|
2017
Q3 | $710K | Buy |
15,952
+2,345
| +17% | +$103K | ﹤0.01% | 1224 |
|
|
2017
Q2 | $609K | Sell |
13,607
-1,855
| -12% | -$79.3K | ﹤0.01% | 1270 |
|
|
2017
Q1 | $652K | Buy |
15,462
+162
| +1% | +$6.72K | ﹤0.01% | 1243 |
|
|
2016
Q4 | $606K | Sell |
15,300
-330
| -2% | -$12.4K | ﹤0.01% | 1252 |
|
|
2016
Q3 | $556K | Sell |
15,630
-380
| -2% | -$13.4K | ﹤0.01% | 1249 |
|
|
2016
Q2 | $534K | Buy |
16,010
+542
| +4% | +$19.7K | ﹤0.01% | 1233 |
|
|
2016
Q1 | $604K | Buy |
15,468
+197
| +1% | +$6.97K | ﹤0.01% | 1217 |
|
|
2015
Q4 | $562K | Sell |
15,271
-3,742
| -20% | -$146K | ﹤0.01% | 1246 |
|
|
2015
Q3 | $708K | Sell |
19,013
-7,134
| -27% | -$309K | ﹤0.01% | 1229 |
|
|
2015
Q2 | $1.28M | Buy |
26,147
+42
| +0.2% | +$2.15K | ﹤0.01% | 1163 |
|
|
2015
Q1 | $1.34M | Sell |
26,105
-795,387
| -97% | -$42.2M | ﹤0.01% | 1158 |
|
|
2014
Q4 | $45.5M | Sell |
821,492
-69,215
| -8% | -$3.82M | 0.05% | 446 |
|
|
2014
Q3 | $48.6M | Sell |
890,707
-37,356
| -4% | -$2.09M | 0.05% | 438 |
|
|
2014
Q2 | $53.7M | Sell |
928,063
-64,086
| -6% | -$3.51M | 0.05% | 423 |
|
|
2014
Q1 | $53.8M | Buy |
992,149
+56,650
| +6% | +$3.05M | 0.05% | 417 |
|
|
2013
Q4 | $54M | Sell |
935,499
-95,363
| -9% | -$5.14M | 0.06% | 412 |
|
|
2013
Q3 | $52.1M | Sell |
1,030,862
-38,290
| -4% | -$1.85M | 0.06% | 409 |
|
|
2013
Q2 | $48.5M | Buy |
+1,069,152
| New | +$54.4M | 0.06% | 401 |
|
Other funds holding BEN
PCOC
VCM
VPM
Neuberger Berman Group's BEN Position: Q1 2026 in Review
Neuberger Berman Group increased its Franklin Resources (BEN) stake by 27% in Q1 2026, buying an estimated $208K and bringing the position to 38,003 shares worth $898K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.
Neuberger Berman Group first reported a position in BEN in Q2 2013 and has held it in 48 quarters since. The position peaked at $54M in Q4 2013. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.
- Neuberger Berman Group held 38,003 shares of Franklin Resources worth $898K as of Q1 2026.
- Neuberger Berman Group bought 8,100 Franklin Resources shares in Q1 2026, an estimated $208K.
- Franklin Resources made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1450 holding.
- Neuberger Berman Group first reported a position in Franklin Resources in Q2 2013 and has held it in 48 quarters since.
- Neuberger Berman Group's Franklin Resources position peaked at $54M in Q4 2013.
- 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.
Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.