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Pinnacle Wealth Planning Services’s Franklin Resources BEN Stock Holding History

Pinnacle Wealth Planning Services’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 		$10.1K Buy
428
+14
+3% +$360 ﹤0.01% 1994
2025
Q4 		$9.89K Buy
+414
New +$9.51K ﹤0.01% 2017
2021
Q1 		– Sell
-416
Closed -$10K – 523
2020
Q4 		$10K Buy
+416
New +$9.29K ﹤0.01% 1378

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

Pinnacle Wealth Planning Services's BEN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Franklin Resources (BEN) stake by 3.4% in Q1 2026, buying an estimated $360 and bringing the position to 428 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Pinnacle Wealth Planning Services first reported a position in BEN in Q4 2020 and has held it in 3 quarters since. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 428 shares of Franklin Resources worth $10.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 14 Franklin Resources shares in Q1 2026, an estimated $360.
  • Franklin Resources made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1994 holding.
  • Pinnacle Wealth Planning Services first reported a position in Franklin Resources in Q4 2020 and has held it in 3 quarters since.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.