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Rialto Wealth Management’s Franklin Resources BEN Stock Holding History

Rialto Wealth 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 		$2.39K Buy
101
+29
+40% +$746 ﹤0.01% 808
2025
Q4 		$1.72K Buy
72
+15
+26% +$344 ﹤0.01% 798
2025
Q3 		$1.32K Buy
57
+10
+21% +$247 ﹤0.01% 819
2025
Q2 		$1.12K Buy
+47
New +$969 ﹤0.01% 810

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

Rialto Wealth Management's BEN Position: Q1 2026 in Review

Rialto Wealth Management increased its Franklin Resources (BEN) stake by 40% in Q1 2026, buying an estimated $746 and bringing the position to 101 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Rialto Wealth Management first reported a position in BEN in Q2 2025 and has held it in 4 quarters since. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Rialto Wealth Management held 101 shares of Franklin Resources worth $2.39K as of Q1 2026.
  • Rialto Wealth Management bought 29 Franklin Resources shares in Q1 2026, an estimated $746.
  • Franklin Resources made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #808 holding.
  • Rialto Wealth Management first reported a position in Franklin Resources in Q2 2025 and has held it in 4 quarters since.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

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