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Rossby Financial’s Franklin Resources BEN Stock Holding History

Rossby Financial’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 		$59.3K Buy
+2,513
New +$64.7K 0.01% 694

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

Rossby Financial's BEN Position: Q1 2026 in Review

Rossby Financial opened a new position in Franklin Resources (BEN) in Q1 2026: 2,513 shares worth $59.3K. The stake represents 0.01% of the portfolio and ranks #694 among its holdings.

604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Rossby Financial held 2,513 shares of Franklin Resources worth $59.3K as of Q1 2026.
  • Franklin Resources was a new Rossby Financial position in Q1 2026.
  • Franklin Resources made up 0.01% of Rossby Financial's portfolio in Q1 2026, its #694 holding.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.