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NewEdge Advisors’s Franklin Resources BEN Stock Holding History

NewEdge 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 		$283K Sell
11,986
-98
-0.8% -$2.52K ﹤0.01% 2381
2025
Q4 		$289K Sell
12,084
-2,811
-19% -$64.5K ﹤0.01% 2337
2025
Q3 		$345K Buy
14,895
+2,623
+21% +$64.8K ﹤0.01% 2076
2025
Q2 		$293K Buy
12,272
+12,054
+5,529% +$248K ﹤0.01% 2035
2025
Q1 		$4.2K Sell
218
-1,599
-88% -$32K ﹤0.01% 3346
2024
Q4 		$36.9K Sell
1,817
-246
-12% -$5.18K ﹤0.01% 2630
2024
Q3 		$41.6K Sell
2,063
-14,654
-88% -$316K ﹤0.01% 2496
2024
Q2 		$374K Sell
16,717
-519
-3% -$12.5K ﹤0.01% 1587
2024
Q1 		$484K Sell
17,236
-65
-0.4% -$1.79K ﹤0.01% 1368
2023
Q4 		$515K Sell
17,301
-3,620
-17% -$90.1K ﹤0.01% 1267
2023
Q3 		$514K Buy
20,921
+2,161
+12% +$58.4K 0.01% 1155
2023
Q2 		$501K Sell
18,760
-142
-0.8% -$3.67K 0.01% 1186
2023
Q1 		$476K Buy
18,902
+5,239
+38% +$153K 0.01% 1132
2022
Q4 		$340K Buy
13,663
+320
+2% +$7.95K 0.01% 943
2022
Q3 		$287K Buy
13,343
+789
+6% +$20.3K ﹤0.01% 1227
2022
Q2 		$292K Sell
12,554
-76
-0.6% -$1.94K ﹤0.01% 1228
2022
Q1 		$353K Buy
12,630
+839
+7% +$25.6K 0.01% 928
2021
Q4 		$394K Buy
+11,791
New +$388K 0.01% 1190

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

NewEdge Advisors's BEN Position: Q1 2026 in Review

NewEdge Advisors reduced its Franklin Resources (BEN) stake by 0.81% in Q1 2026, selling an estimated $2.52K and leaving 11,986 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #2381.

NewEdge Advisors first reported a position in BEN in Q4 2021 and has held it in 18 quarters since. The position peaked at $515K in Q4 2023. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • NewEdge Advisors held 11,986 shares of Franklin Resources worth $283K as of Q1 2026.
  • NewEdge Advisors sold 98 Franklin Resources shares in Q1 2026, an estimated $2.52K.
  • Franklin Resources made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2381 holding.
  • NewEdge Advisors first reported a position in Franklin Resources in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's Franklin Resources position peaked at $515K in Q4 2023.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.