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Savvy Advisors Inc’s Franklin Resources BEN Stock Holding History

Savvy Advisors Inc’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 		$276K Sell
11,667
-1,989
-15% -$51.2K 0.01% 916
2025
Q4 		$326K Buy
13,656
+2,463
+22% +$56.6K 0.01% 736
2025
Q3 		$259K Sell
11,193
-9
-0.1% -$222 0.01% 676
2025
Q2 		$267K Sell
11,202
-728
-6% -$15K 0.02% 520
2025
Q1 		$230K Buy
11,930
+232
+2% +$4.65K 0.02% 451
2024
Q4 		$237K Buy
11,698
+69
+0.6% +$1.45K 0.03% 390
2024
Q3 		$234K Buy
11,629
+55
+0.5% +$1.19K 0.05% 303
2024
Q2 		$259K Buy
11,574
+1,451
+14% +$34.9K 0.08% 235
2024
Q1 		$285K Sell
10,123
-1,400
-12% -$38.6K 0.16% 165
2023
Q4 		$343K Buy
+11,523
New +$287K 0.33% 92

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

Savvy Advisors Inc's BEN Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Franklin Resources (BEN) stake by 15% in Q1 2026, selling an estimated $51.2K and leaving 11,667 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #916.

Savvy Advisors Inc first reported a position in BEN in Q4 2023 and has held it in 10 quarters since. The position peaked at $343K in Q4 2023. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Savvy Advisors Inc held 11,667 shares of Franklin Resources worth $276K as of Q1 2026.
  • Savvy Advisors Inc sold 1,989 Franklin Resources shares in Q1 2026, an estimated $51.2K.
  • Franklin Resources made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #916 holding.
  • Savvy Advisors Inc first reported a position in Franklin Resources in Q4 2023 and has held it in 10 quarters since.
  • Savvy Advisors Inc's Franklin Resources position peaked at $343K in Q4 2023.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.