Schroder Investment Management Group
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Schroder Investment Management Group’s Franklin Resources BEN Stock Holding History

Schroder Investment Management Group’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 		$1.72M Buy
72,927
+47,741
+190% +$1.23M ﹤0.01% 960
2025
Q4 		$602K Buy
25,186
+1,199
+5% +$27.5K ﹤0.01% 1040
2025
Q3 		$555K Buy
23,987
+5,652
+31% +$140K ﹤0.01% 1079
2025
Q2 		$437K Sell
18,335
-16,058
-47% -$331K ﹤0.01% 1066
2025
Q1 		$652K Buy
34,393
+3,838
+13% +$76.9K ﹤0.01% 1054
2024
Q4 		$614K Sell
30,555
-1,863
-6% -$39.2K ﹤0.01% 1078
2024
Q3 		$664K Buy
32,418
+15,926
+97% +$343K ﹤0.01% 1077
2024
Q2 		$369K Buy
16,492
+8,663
+111% +$209K ﹤0.01% 1131
2024
Q1 		$220K Buy
7,829
+448
+6% +$12.3K ﹤0.01% 1163
2023
Q4 		$220K Buy
+7,381
New +$184K ﹤0.01% 1146
2023
Q1 		– Sell
-124,711
Closed -$3.29M – 1262
2022
Q4 		$3.29M Sell
124,711
-177,256
-59% -$4.4M 0.01% 858
2022
Q3 		$6.5M Sell
301,967
-120,722
-29% -$3.1M 0.01% 722
2022
Q2 		$9.84M Sell
422,689
-167,294
-28% -$4.28M 0.02% 657
2022
Q1 		$16.8M Buy
589,983
+100,723
+21% +$3.08M 0.02% 539
2021
Q4 		$16.4M Sell
489,260
-141,829
-22% -$4.67M 0.02% 512
2021
Q3 		$18.8M Buy
631,089
+23,338
+4% +$728K 0.03% 491
2021
Q2 		$19.4M Sell
607,751
-2,326
-0.4% -$75.4K 0.02% 530
2021
Q1 		$18.1M Sell
610,077
-638,858
-51% -$17.5M 0.02% 531
2020
Q4 		$31.2M Buy
1,248,935
+912,041
+271% +$20.4M 0.04% 378
2020
Q3 		$6.91M Sell
336,894
-1,479
-0.4% -$31.1K 0.01% 664
2020
Q2 		$7.1M Sell
338,373
-672,508
-67% -$12.7M 0.01% 628
2020
Q1 		$16.9M Sell
1,010,881
-616,433
-38% -$14.1M 0.04% 410
2019
Q4 		$42.3M Sell
1,627,314
-387,020
-19% -$10.5M 0.07% 310
2019
Q3 		$57.7M Sell
2,014,334
-988,914
-33% -$30.2M 0.1% 232
2019
Q2 		$105M Buy
3,003,248
+450,309
+18% +$15.3M 0.19% 119
2019
Q1 		$84.6M Sell
2,552,939
-792,845
-24% -$25M 0.15% 148
2018
Q4 		$99.2K Sell
3,345,784
-219,452
-6% -$6.75M 0.18% 109
2018
Q3 		$108M Sell
3,565,236
-225,245
-6% -$7.26M 0.19% 134
2018
Q2 		$121M Buy
3,790,481
+879,164
+30% +$29.4M 0.21% 117
2018
Q1 		$101M Buy
2,911,317
+1,309,429
+82% +$53.2M 0.18% 145
2017
Q4 		$69.4M Buy
1,601,888
+407,700
+34% +$17.7M 0.11% 230
2017
Q3 		$53.2M Sell
1,194,188
-100,900
-8% -$4.42M 0.09% 274
2017
Q2 		$57.7M Sell
1,295,088
-141,691
-10% -$6.05M 0.1% 251
2017
Q1 		$60.7M Sell
1,436,779
-216,705
-13% -$8.99M 0.11% 235
2016
Q4 		$65.4M Sell
1,653,484
-93,157
-5% -$3.49M 0.13% 220
2016
Q3 		$62.1M Sell
1,746,641
-36,200
-2% -$1.28M 0.12% 212
2016
Q2 		$59.5M Buy
1,782,841
+189,000
+12% +$6.87M 0.12% 209
2016
Q1 		$62.4M Sell
1,593,841
-152,272
-9% -$5.39M 0.13% 194
2015
Q4 		$64.3M Buy
1,746,113
+295,848
+20% +$11.6M 0.13% 184
2015
Q3 		$54M Buy
1,450,265
+579,847
+67% +$25.1M 0.11% 225
2015
Q2 		$42.6M Sell
870,418
-7,473
-0.9% -$383K 0.08% 293
2015
Q1 		$44.8M Buy
877,891
+146,322
+20% +$7.77M 0.09% 282
2014
Q4 		$40.5M Sell
731,569
-314,749
-30% -$17.4M 0.08% 290
2014
Q3 		$57.1M Sell
1,046,318
-140,622
-12% -$7.87M 0.08% 245
2014
Q2 		$68.7M Buy
1,186,940
+55,700
+5% +$3.05M 0.09% 212
2014
Q1 		$61.3M Buy
1,131,240
+454,340
+67% +$24.5M 0.07% 233
2013
Q4 		$39.1M Sell
676,900
-47,000
-6% -$2.53M 0.05% 307
2013
Q3 		$36.6M Buy
723,900
+183,648
+34% +$8.86M 0.09% 279
2013
Q2 		$24.5M Buy
+540,252
New +$27.5M 0.06% 360

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

Schroder Investment Management Group's BEN Position: Q1 2026 in Review

Schroder Investment Management Group increased its Franklin Resources (BEN) stake by 190% in Q1 2026, buying an estimated $1.23M and bringing the position to 72,927 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Schroder Investment Management Group first reported a position in BEN in Q2 2013 and has held it in 49 quarters since. The position peaked at $121M in Q2 2018. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Schroder Investment Management Group held 72,927 shares of Franklin Resources worth $1.72M as of Q1 2026.
  • Schroder Investment Management Group bought 47,741 Franklin Resources shares in Q1 2026, an estimated $1.23M.
  • Franklin Resources made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q1 2026, its #960 holding.
  • Schroder Investment Management Group first reported a position in Franklin Resources in Q2 2013 and has held it in 49 quarters since.
  • Schroder Investment Management Group's Franklin Resources position peaked at $121M in Q2 2018.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

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