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Pavaki Capital Management’s Franklin Resources BEN Stock Holding History

Pavaki Capital Management’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
Q2 		$399K Hold
12,000
– – 0.14% 102
2026
Q1 		$283K Hold
12,000
– – 0.12% 107
2025
Q4 		$287K Buy
+12,000
New +$276K 0.11% 93

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State Street
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Vanguard Portfolio Management
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Pavaki Capital Management's BEN Position: Q2 2026 in Review

Pavaki Capital Management held its Franklin Resources (BEN) position steady in Q2 2026 at 12,000 shares worth $399K. The position accounts for 0.14% of the portfolio, ranked #102.

Pavaki Capital Management first reported a position in BEN in Q4 2025 and has held it in 3 quarters since. 630 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Pavaki Capital Management held 12,000 shares of Franklin Resources worth $399K as of Q2 2026.
  • Pavaki Capital Management left its Franklin Resources share count unchanged in Q2 2026.
  • Franklin Resources made up 0.14% of Pavaki Capital Management's portfolio in Q2 2026, its #102 holding.
  • Pavaki Capital Management first reported a position in Franklin Resources in Q4 2025 and has held it in 3 quarters since.
  • 630 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Pavaki Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.