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NorthRock Partners’s Franklin Resources BEN Stock Holding History

NorthRock Partners’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 		$343K Buy
14,521
+399
+3% +$10.3K 0.01% 495
2025
Q4 		$336K Sell
14,122
-2,557
-15% -$58.7K 0.01% 451
2025
Q3 		$386K Buy
16,679
+2,089
+14% +$51.6K 0.01% 613
2025
Q2 		$353K Buy
+14,590
New +$301K 0.01% 497

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

NorthRock Partners's BEN Position: Q1 2026 in Review

NorthRock Partners increased its Franklin Resources (BEN) stake by 2.8% in Q1 2026, buying an estimated $10.3K and bringing the position to 14,521 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #495.

NorthRock Partners first reported a position in BEN in Q2 2025 and has held it in 4 quarters since. The position peaked at $386K in Q3 2025. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • NorthRock Partners held 14,521 shares of Franklin Resources worth $343K as of Q1 2026.
  • NorthRock Partners bought 399 Franklin Resources shares in Q1 2026, an estimated $10.3K.
  • Franklin Resources made up 0.01% of NorthRock Partners's portfolio in Q1 2026, its #495 holding.
  • NorthRock Partners first reported a position in Franklin Resources in Q2 2025 and has held it in 4 quarters since.
  • NorthRock Partners's Franklin Resources position peaked at $386K in Q3 2025.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.