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Parallel Advisors’s Franklin Resources BEN Stock Holding History

Parallel 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 		$202K Sell
8,555
-720
-8% -$18.5K ﹤0.01% 1166
2025
Q4 		$222K Buy
9,275
+1,202
+15% +$27.6K ﹤0.01% 1053
2025
Q3 		$187K Buy
8,073
+95
+1% +$2.35K ﹤0.01% 1091
2025
Q2 		$190K Buy
7,978
+2,319
+41% +$47.8K ﹤0.01% 1037
2025
Q1 		$109K Sell
5,659
-1,371
-20% -$27.5K ﹤0.01% 1242
2024
Q4 		$143K Buy
7,030
+1,898
+37% +$40K ﹤0.01% 1094
2024
Q3 		$103K Sell
5,132
-338
-6% -$7.28K ﹤0.01% 1232
2024
Q2 		$122K Sell
5,470
-117
-2% -$2.82K ﹤0.01% 1086
2024
Q1 		$157K Buy
5,587
+255
+5% +$7.02K ﹤0.01% 959
2023
Q4 		$159K Buy
5,332
+91
+2% +$2.26K ﹤0.01% 911
2023
Q3 		$129K Buy
5,241
+1,922
+58% +$52K ﹤0.01% 965
2023
Q2 		$88.7K Sell
3,319
-1,568
-32% -$40.5K ﹤0.01% 1132
2023
Q1 		$132K Sell
4,887
-284
-5% -$8.3K ﹤0.01% 934
2022
Q4 		$136K Sell
5,171
-965
-16% -$24K 0.01% 867
2022
Q3 		$132K Sell
6,136
-281
-4% -$7.22K 0.01% 846
2022
Q2 		$150K Buy
6,417
+775
+14% +$19.8K 0.01% 796
2022
Q1 		$160K Buy
5,642
+1,221
+28% +$37.3K 0.01% 809
2021
Q4 		$148K Sell
4,421
-298
-6% -$9.81K 0.01% 859
2021
Q3 		$140K Buy
4,719
+513
+12% +$16K 0.01% 852
2021
Q2 		$135K Buy
4,206
+74
+2% +$2.4K 0.01% 840
2021
Q1 		$122K Sell
4,132
-2,120
-34% -$57.9K 0.01% 805
2020
Q4 		$156K Buy
6,252
+2,530
+68% +$56.5K 0.01% 663
2020
Q3 		$76K Sell
3,722
-267
-7% -$5.61K ﹤0.01% 884
2020
Q2 		$83K Sell
3,989
-137
-3% -$2.58K 0.01% 833
2020
Q1 		$68K Buy
4,126
+2,914
+240% +$66.9K 0.01% 822
2019
Q4 		$31K Sell
1,212
-263
-18% -$7.15K ﹤0.01% 1207
2019
Q3 		$43K Buy
1,475
+16
+1% +$489 ﹤0.01% 1041
2019
Q2 		$51K Sell
1,459
-170
-10% -$5.78K 0.01% 892
2019
Q1 		$54K Sell
1,629
-424
-21% -$13.4K 0.01% 828
2018
Q4 		$60K Sell
2,053
-357
-15% -$11K 0.01% 694
2018
Q3 		$73K Buy
2,410
+1,400
+139% +$45.1K 0.01% 687
2018
Q2 		$32K Buy
1,010
+401
+66% +$13.4K ﹤0.01% 878
2018
Q1 		$21K Sell
609
-56
-8% -$2.28K ﹤0.01% 983
2017
Q4 		$29K Buy
665
+56
+9% +$2.42K ﹤0.01% 875
2017
Q3 		$25K Sell
609
-114
-16% -$5K ﹤0.01% 906
2017
Q2 		$32K Buy
723
+104
+17% +$4.44K 0.01% 828
2017
Q1 		$26K Buy
619
+199
+47% +$8.26K 0.01% 861
2016
Q4 		$17K Buy
+420
New +$15.7K ﹤0.01% 912

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

Parallel Advisors's BEN Position: Q1 2026 in Review

Parallel Advisors reduced its Franklin Resources (BEN) stake by 7.8% in Q1 2026, selling an estimated $18.5K and leaving 8,555 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Parallel Advisors first reported a position in BEN in Q4 2016 and has held it in 38 quarters since. The position peaked at $222K in Q4 2025. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Parallel Advisors held 8,555 shares of Franklin Resources worth $202K as of Q1 2026.
  • Parallel Advisors sold 720 Franklin Resources shares in Q1 2026, an estimated $18.5K.
  • Franklin Resources made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #1166 holding.
  • Parallel Advisors first reported a position in Franklin Resources in Q4 2016 and has held it in 38 quarters since.
  • Parallel Advisors's Franklin Resources position peaked at $222K in Q4 2025.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.