Picton Mahoney Asset Management’s Franklin Resources BEN Stock Holding History

Picton Mahoney Asset 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 Q1	$1.63M	Buy	+69,055	New	+$1.78M	0.01%	576
2025 Q4	–	Sell	-84,248	Closed	-$1.95M	–	1222
2025 Q3	$1.95M	Buy	+84,248	New	+$2.08M	0.02%	365
2017 Q3	–	Sell	-155,200	Closed	-$6.95M	–	190
2017 Q2	$6.95M	Buy	+155,200	New	+$6.63M	0.5%	80

Other funds holding BEN

PCOC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Picton Mahoney Asset Management's BEN Position: Q1 2026 in Review

Picton Mahoney Asset Management opened a new position in Franklin Resources (BEN) in Q1 2026: 69,055 shares worth $1.63M. The stake represents 0.01% of the portfolio and ranks #576 among its holdings. This is a return to the name: Picton Mahoney Asset Management previously reported a position in BEN as recently as Q3 2025.

Picton Mahoney Asset Management first reported a position in BEN in Q2 2017 and has held it in 3 quarters since. The position peaked at $6.95M in Q2 2017. 609 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

Picton Mahoney Asset Management held 69,055 shares of Franklin Resources worth $1.63M as of Q1 2026.
Franklin Resources was a new Picton Mahoney Asset Management position in Q1 2026.
Franklin Resources made up 0.01% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #576 holding.
Picton Mahoney Asset Management first reported a position in Franklin Resources in Q2 2017 and has held it in 3 quarters since.
Picton Mahoney Asset Management's Franklin Resources position peaked at $6.95M in Q2 2017.
609 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.