Redwood Investment Management’s Franklin Resources BEN Stock Holding History

Redwood 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	–	Sell	-32,368	Closed	-$773K	–	272
2025 Q4	$773K	Buy	+32,368	New	+$743K	0.09%	216
2025 Q3	–	Sell	-81,721	Closed	-$1.95M	–	290
2025 Q2	$1.95M	Sell	81,721 -448	-0.5%	-$9.23K	0.21%	87
2025 Q1	$1.58M	Sell	82,169 -7,474	-8%	-$150K	0.17%	120
2024 Q4	$1.82M	Sell	89,643 -6,251	-7%	-$132K	0.18%	121
2024 Q3	$1.99M	Buy	+95,894	New	+$2.07M	0.18%	124
2019 Q4	–	Sell	-123,624	Closed	-$3.57M	–	235
2019 Q3	$3.57M	Buy	123,624 +30,785	+33%	+$941K	0.97%	33
2019 Q2	$3.23M	Buy	92,839 +10,305	+12%	+$350K	0.9%	35
2019 Q1	$2.73M	Buy	+82,534	New	+$2.61M	1.17%	38

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

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

Redwood Investment Management sold out of Franklin Resources (BEN) in Q1 2026, closing a stake of 32,368 shares — an estimated $773K sold.

Redwood Investment Management first reported a position in BEN in Q1 2019 and held it in 8 quarters. The position peaked at $3.57M in Q3 2019. 609 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

Redwood Investment Management reported no remaining Franklin Resources position as of Q1 2026 after selling out during the quarter.
Redwood Investment Management sold 32,368 Franklin Resources shares in Q1 2026, an estimated $773K.
Redwood Investment Management first reported a position in Franklin Resources in Q1 2019 and held it in 8 quarters.
Redwood Investment Management's Franklin Resources position peaked at $3.57M in Q3 2019.
609 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.