SignatureFD’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 | $138K | Buy |
5,857
+1,570
| +37% | +$40.4K | ﹤0.01% | 1197 |
|
|
2025
Q4 | $102K | Buy |
4,287
+217
| +5% | +$4.98K | ﹤0.01% | 1311 |
|
|
2025
Q3 | $94.1K | Buy |
4,070
+132
| +3% | +$3.26K | ﹤0.01% | 1326 |
|
|
2025
Q2 | $93.9K | Buy |
3,938
+1,346
| +52% | +$27.7K | ﹤0.01% | 1259 |
|
|
2025
Q1 | $49.9K | Buy |
2,592
+732
| +39% | +$14.7K | ﹤0.01% | 1568 |
|
|
2024
Q4 | $37.7K | Sell |
1,860
-317
| -15% | -$6.68K | ﹤0.01% | 1725 |
|
|
2024
Q3 | $43.9K | Sell |
2,177
-714
| -25% | -$15.4K | ﹤0.01% | 1645 |
|
|
2024
Q2 | $64.6K | Sell |
2,891
-1,251
| -30% | -$30.1K | ﹤0.01% | 1386 |
|
|
2024
Q1 | $116K | Buy |
4,142
+248
| +6% | +$6.83K | ﹤0.01% | 1106 |
|
|
2023
Q4 | $116K | Buy |
3,894
+330
| +9% | +$8.21K | ﹤0.01% | 1028 |
|
|
2023
Q3 | $87.6K | Buy |
3,564
+269
| +8% | +$7.28K | ﹤0.01% | 1126 |
|
|
2023
Q2 | $88K | Buy |
3,295
+696
| +27% | +$18K | ﹤0.01% | 1127 |
|
|
2023
Q1 | $70K | Buy |
2,599
+161
| +7% | +$4.7K | ﹤0.01% | 1219 |
|
|
2022
Q4 | $64.3K | Sell |
2,438
-72
| -3% | -$1.79K | ﹤0.01% | 1224 |
|
|
2022
Q3 | $54K | Sell |
2,510
-34
| -1% | -$874 | ﹤0.01% | 1230 |
|
|
2022
Q2 | $59K | Buy |
2,544
+35
| +1% | +$895 | ﹤0.01% | 1206 |
|
|
2022
Q1 | $70K | Sell |
2,509
-280
| -10% | -$8.55K | ﹤0.01% | 1205 |
|
|
2021
Q4 | $93K | Buy |
2,789
+23
| +0.8% | +$757 | ﹤0.01% | 1050 |
|
|
2021
Q3 | $82K | Buy |
2,766
+64
| +2% | +$2K | ﹤0.01% | 1067 |
|
|
2021
Q2 | $86K | Hold |
2,702
| – | – | ﹤0.01% | 1012 |
|
|
2021
Q1 | $80K | Sell |
2,702
-287
| -10% | -$7.84K | ﹤0.01% | 971 |
|
|
2020
Q4 | $75K | Buy |
2,989
+67
| +2% | +$1.5K | ﹤0.01% | 907 |
|
|
2020
Q3 | $59K | Sell |
2,922
-363
| -11% | -$7.62K | ﹤0.01% | 911 |
|
|
2020
Q2 | $69K | Buy |
3,285
+848
| +35% | +$16K | ﹤0.01% | 826 |
|
|
2020
Q1 | $41K | Buy |
2,437
+1,223
| +101% | +$28.1K | ﹤0.01% | 955 |
|
|
2019
Q4 | $32K | Sell |
1,214
-993
| -45% | -$27K | ﹤0.01% | 1121 |
|
|
2019
Q3 | $64K | Sell |
2,207
-263
| -11% | -$8.04K | 0.01% | 825 |
|
|
2019
Q2 | $86K | Buy |
2,470
+182
| +8% | +$6.19K | 0.01% | 682 |
|
|
2019
Q1 | $76K | Sell |
2,288
-525
| -19% | -$16.6K | 0.01% | 734 |
|
|
2018
Q4 | $83K | Buy |
2,813
+1,058
| +60% | +$32.5K | 0.01% | 654 |
|
|
2018
Q3 | $53K | Buy |
1,755
+230
| +15% | +$7.41K | 0.01% | 854 |
|
|
2018
Q2 | $49K | Buy |
1,525
+242
| +19% | +$8.11K | 0.01% | 867 |
|
|
2018
Q1 | $44K | Buy |
+1,283
| New | +$52.2K | 0.01% | 784 |
|
|
2016
Q4 | – | Sell |
-795
| Closed | -$28K | – | 342 |
|
|
2016
Q3 | $28K | Buy |
795
+26
| +3% | +$920 | ﹤0.01% | 697 |
|
|
2016
Q2 | $26K | Buy |
769
+158
| +26% | +$5.74K | ﹤0.01% | 647 |
|
|
2016
Q1 | $24K | Buy |
611
+285
| +87% | +$10.1K | ﹤0.01% | 610 |
|
|
2015
Q4 | $12K | Sell |
326
-123
| -27% | -$4.81K | ﹤0.01% | 688 |
|
|
2015
Q3 | $17K | Buy |
449
+378
| +532% | +$16.4K | ﹤0.01% | 564 |
|
|
2015
Q2 | $3K | Sell |
71
-39
| -35% | -$2K | ﹤0.01% | 820 |
|
|
2015
Q1 | $6K | Buy |
+110
| New | +$5.84K | ﹤0.01% | 621 |
|
|
2014
Q4 | – | Sell |
-510
| Closed | -$28K | – | 864 |
|
|
2014
Q3 | $28K | Buy |
+510
| New | +$28.6K | 0.01% | 313 |
|
Other funds holding BEN
PCOC
VCM
VPM
SignatureFD's BEN Position: Q1 2026 in Review
SignatureFD increased its Franklin Resources (BEN) stake by 37% in Q1 2026, buying an estimated $40.4K and bringing the position to 5,857 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.
SignatureFD first reported a position in BEN in Q3 2014 and has held it in 41 quarters since. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.
- SignatureFD held 5,857 shares of Franklin Resources worth $138K as of Q1 2026.
- SignatureFD bought 1,570 Franklin Resources shares in Q1 2026, an estimated $40.4K.
- Franklin Resources made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #1197 holding.
- SignatureFD first reported a position in Franklin Resources in Q3 2014 and has held it in 41 quarters since.
- 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.
Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.