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Rakuten Investment Management’s Franklin Resources BEN Stock Holding History

Rakuten Investment 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 		$693K Buy
30,260
+2,846
+10% +$73.2K ﹤0.01% 444
2025
Q4 		$668K Buy
27,414
+20,815
+315% +$478K ﹤0.01% 551
2025
Q3 		$1.87M Buy
+6,599
New +$163K 0.01% 427
2025
Q1 		$535K Buy
+27,732
New +$556K ﹤0.01% 557
2024
Q3 		$356K Buy
17,132
+4,505
+36% +$97.1K ﹤0.01% 453
2024
Q2 		$284K Buy
12,627
+4,580
+57% +$110K ﹤0.01% 440
2024
Q1 		$226K Buy
8,047
+7,337
+1,033% +$202K ﹤0.01% 429
2023
Q4 		$21.3K Buy
+710
New +$17.7K ﹤0.01% 424

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

Rakuten Investment Management's BEN Position: Q1 2026 in Review

Rakuten Investment Management increased its Franklin Resources (BEN) stake by 10% in Q1 2026, buying an estimated $73.2K and bringing the position to 30,260 shares worth $693K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Rakuten Investment Management first reported a position in BEN in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.87M in Q3 2025. 605 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Rakuten Investment Management held 30,260 shares of Franklin Resources worth $693K as of Q1 2026.
  • Rakuten Investment Management bought 2,846 Franklin Resources shares in Q1 2026, an estimated $73.2K.
  • Franklin Resources made up ﹤0.01% of Rakuten Investment Management's portfolio in Q1 2026, its #444 holding.
  • Rakuten Investment Management first reported a position in Franklin Resources in Q4 2023 and has held it in 8 quarters since.
  • Rakuten Investment Management's Franklin Resources position peaked at $1.87M in Q3 2025.
  • 605 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.