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Shepherd Kaplan Krochuk’s Franklin Resources BEN Stock Holding History

Shepherd Kaplan Krochuk’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 		$548K Sell
23,209
-122
-0.5% -$3.14K 0.46% 41
2025
Q4 		$557K Sell
23,331
-1,714
-7% -$39.4K 0.46% 44
2025
Q3 		$579K Sell
25,045
-2,791
-10% -$69K 0.48% 43
2025
Q2 		$664K Sell
27,836
-75
-0.3% -$1.55K 0.58% 41
2025
Q1 		$537K Buy
+27,911
New +$559K 0.46% 48

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

Shepherd Kaplan Krochuk's BEN Position: Q1 2026 in Review

Shepherd Kaplan Krochuk reduced its Franklin Resources (BEN) stake by 0.52% in Q1 2026, selling an estimated $3.14K and leaving 23,209 shares worth $548K. The position accounts for 0.46% of the portfolio, ranked #41.

Shepherd Kaplan Krochuk first reported a position in BEN in Q1 2025 and has held it in 5 quarters since. The position peaked at $664K in Q2 2025. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Shepherd Kaplan Krochuk held 23,209 shares of Franklin Resources worth $548K as of Q1 2026.
  • Shepherd Kaplan Krochuk sold 122 Franklin Resources shares in Q1 2026, an estimated $3.14K.
  • Franklin Resources made up 0.46% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #41 holding.
  • Shepherd Kaplan Krochuk first reported a position in Franklin Resources in Q1 2025 and has held it in 5 quarters since.
  • Shepherd Kaplan Krochuk's Franklin Resources position peaked at $664K in Q2 2025.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.