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Salomon & Ludwin’s Franklin Resources BEN Stock Holding History

Salomon & Ludwin’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 		$16.1K Hold
687
– – ﹤0.01% 1241
2025
Q4 		$16.8K Hold
687
– – ﹤0.01% 1034
2025
Q3 		$16.4K Buy
+687
New +$17K ﹤0.01% 964
2024
Q2 		– Sell
-630
Closed -$17.7K – 737
2024
Q1 		$17.7K Buy
+630
New +$17.4K ﹤0.01% 488

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

Salomon & Ludwin's BEN Position: Q1 2026 in Review

Salomon & Ludwin held its Franklin Resources (BEN) position steady in Q1 2026 at 687 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Salomon & Ludwin first reported a position in BEN in Q1 2024 and has held it in 4 quarters since. The position peaked at $17.7K in Q1 2024. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Salomon & Ludwin held 687 shares of Franklin Resources worth $16.1K as of Q1 2026.
  • Salomon & Ludwin left its Franklin Resources share count unchanged in Q1 2026.
  • Franklin Resources made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1241 holding.
  • Salomon & Ludwin first reported a position in Franklin Resources in Q1 2024 and has held it in 4 quarters since.
  • Salomon & Ludwin's Franklin Resources position peaked at $17.7K in Q1 2024.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.