Sigma Planning Corp’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.6M | Buy |
67,747
+407
| +0.6% | +$10.5K | 0.04% | 401 |
|
|
2025
Q4 | $1.61M | Sell |
67,340
-230
| -0.3% | -$5.28K | 0.04% | 377 |
|
|
2025
Q3 | $1.56M | Buy |
67,570
+191
| +0.3% | +$4.72K | 0.04% | 385 |
|
|
2025
Q2 | $1.61M | Buy |
67,379
+33,403
| +98% | +$688K | 0.05% | 359 |
|
|
2025
Q1 | $654K | Buy |
33,976
+9,593
| +39% | +$192K | 0.02% | 630 |
|
|
2024
Q4 | $495K | Buy |
24,383
+7,192
| +42% | +$152K | 0.02% | 747 |
|
|
2024
Q3 | $346K | Sell |
17,191
-9,154
| -35% | -$197K | 0.01% | 897 |
|
|
2024
Q2 | $589K | Buy |
26,345
+10,797
| +69% | +$260K | 0.02% | 662 |
|
|
2024
Q1 | $437K | Buy |
+15,548
| New | +$428K | 0.01% | 816 |
|
|
2023
Q4 | – | Sell |
-15,534
| Closed | -$382K | – | 867 |
|
|
2023
Q3 | $382K | Sell |
15,534
-201
| -1% | -$5.44K | 0.01% | 828 |
|
|
2023
Q2 | $420K | Buy |
15,735
+311
| +2% | +$8.04K | 0.02% | 803 |
|
|
2023
Q1 | $416K | Buy |
15,424
+1,820
| +13% | +$53.2K | 0.01% | 881 |
|
|
2022
Q4 | $359K | Buy |
13,604
+1,416
| +12% | +$35.2K | 0.01% | 892 |
|
|
2022
Q3 | $262K | Buy |
12,188
+2,605
| +27% | +$67K | 0.01% | 994 |
|
|
2022
Q2 | $223K | Buy |
9,583
+559
| +6% | +$14.3K | 0.01% | 1118 |
|
|
2022
Q1 | $252K | Sell |
9,024
-1,497
| -14% | -$45.7K | 0.01% | 1145 |
|
|
2021
Q4 | $352K | Buy |
10,521
+637
| +6% | +$21K | 0.01% | 1002 |
|
|
2021
Q3 | $294K | Buy |
9,884
+512
| +5% | +$16K | 0.01% | 1068 |
|
|
2021
Q2 | $300K | Buy |
9,372
+1,093
| +13% | +$35.4K | 0.01% | 1082 |
|
|
2021
Q1 | $245K | Sell |
8,279
-9,566
| -54% | -$261K | 0.01% | 1102 |
|
|
2020
Q4 | $446K | Buy |
17,845
+76
| +0.4% | +$1.7K | 0.02% | 742 |
|
|
2020
Q3 | $362K | Buy |
17,769
+2,556
| +17% | +$53.7K | 0.01% | 730 |
|
|
2020
Q2 | $319K | Buy |
+15,213
| New | +$287K | 0.01% | 757 |
|
|
2019
Q3 | – | Sell |
-9,241
| Closed | -$322K | – | 1010 |
|
|
2019
Q2 | $322K | Buy |
9,241
+681
| +8% | +$23.2K | 0.02% | 702 |
|
|
2019
Q1 | $284K | Sell |
8,560
-1,350
| -14% | -$42.6K | 0.02% | 703 |
|
|
2018
Q4 | $294K | Sell |
9,910
-2,472
| -20% | -$76K | 0.02% | 608 |
|
|
2018
Q3 | $377K | Buy |
12,382
+2,221
| +22% | +$71.6K | 0.02% | 589 |
|
|
2018
Q2 | $326K | Buy |
10,161
+1,939
| +24% | +$65K | 0.02% | 604 |
|
|
2018
Q1 | $285K | Buy |
8,222
+1,165
| +17% | +$47.4K | 0.02% | 627 |
|
|
2017
Q4 | $306K | Buy |
7,057
+693
| +11% | +$30K | 0.02% | 593 |
|
|
2017
Q3 | $283K | Sell |
6,364
-797
| -11% | -$34.9K | 0.02% | 632 |
|
|
2017
Q2 | $321K | Buy |
7,161
+765
| +12% | +$32.7K | 0.03% | 548 |
|
|
2017
Q1 | $270K | Sell |
6,396
-17,086
| -73% | -$709K | 0.03% | 604 |
|
|
2016
Q4 | $929K | Buy |
23,482
+17,294
| +279% | +$647K | 0.1% | 223 |
|
|
2016
Q3 | $220K | Buy |
+6,188
| New | +$219K | 0.03% | 615 |
|
Other funds holding BEN
PCOC
VCM
VPM
Sigma Planning Corp's BEN Position: Q1 2026 in Review
Sigma Planning Corp increased its Franklin Resources (BEN) stake by 0.6% in Q1 2026, buying an estimated $10.5K and bringing the position to 67,747 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #401.
Sigma Planning Corp first reported a position in BEN in Q3 2016 and has held it in 35 quarters since. The position peaked at $1.61M in Q4 2025. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.
- Sigma Planning Corp held 67,747 shares of Franklin Resources worth $1.6M as of Q1 2026.
- Sigma Planning Corp bought 407 Franklin Resources shares in Q1 2026, an estimated $10.5K.
- Franklin Resources made up 0.04% of Sigma Planning Corp's portfolio in Q1 2026, its #401 holding.
- Sigma Planning Corp first reported a position in Franklin Resources in Q3 2016 and has held it in 35 quarters since.
- Sigma Planning Corp's Franklin Resources position peaked at $1.61M in Q4 2025.
- 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.