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SHP Wealth Management’s Franklin Resources BEN Stock Holding History

SHP Wealth Management’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 		$1.46K Buy
+62
New +$1.59K ﹤0.01% 1368

Other funds holding BEN

PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's BEN Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Franklin Resources (BEN) in Q1 2026: 62 shares worth $1.46K. The stake represents ﹤0.01% of the portfolio and ranks #1368 among its holdings.

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

  • SHP Wealth Management held 62 shares of Franklin Resources worth $1.46K as of Q1 2026.
  • Franklin Resources was a new SHP Wealth Management position in Q1 2026.
  • Franklin Resources made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1368 holding.
  • 609 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.