&Partners’s Franklin Resources BEN Stock Holding History

&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	$288K	Buy	12,213 +3,184	+35%	+$81.9K	﹤0.01%	2022
2025 Q4	$216K	Buy	+9,029	New	+$207K	﹤0.01%	2103

Other funds holding BEN

PCOC

Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

&Partners's BEN Position: Q1 2026 in Review

&Partners increased its Franklin Resources (BEN) stake by 35% in Q1 2026, buying an estimated $81.9K and bringing the position to 12,213 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #2022.

&Partners first reported a position in BEN in Q4 2025 and has held it in 2 quarters since. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

&Partners held 12,213 shares of Franklin Resources worth $288K as of Q1 2026.
&Partners bought 3,184 Franklin Resources shares in Q1 2026, an estimated $81.9K.
Franklin Resources made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2022 holding.
&Partners first reported a position in Franklin Resources in Q4 2025 and has held it in 2 quarters since.
604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

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