Squarepoint’s Franklin Resources BEN Stock Holding History

Squarepoint’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
2025 Q1	–	Sell	-10,600	Closed	-$215K	–	4586
2024 Q4	$215K	Buy	+10,600	New	+$223K	﹤0.01%	4418
2024 Q1	–	Sell	-32,500	Closed	-$968K	–	4026
2023 Q4	$968K	Sell	32,500 -202,400	-86%	-$5.04M	﹤0.01%	2548
2023 Q3	$5.77M	Sell	234,900 -3,500	-1%	-$94.7K	0.01%	1081
2023 Q2	$6.37M	Buy	238,400 +128,100	+116%	+$3.31M	0.02%	943
2023 Q1	$2.97M	Sell	110,300 -49,100	-31%	-$1.43M	0.01%	1165
2022 Q4	$4.2M	Buy	159,400 +51,100	+47%	+$1.27M	0.02%	927
2022 Q3	$2.33M	Buy	108,300 +53,600	+98%	+$1.38M	0.01%	1216
2022 Q2	$1.27M	Buy	+54,700	New	+$1.4M	0.01%	1460

Other funds holding BEN

PCOC

Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Squarepoint's BEN Position: Q1 2026 in Review

Squarepoint reduced its Franklin Resources (BEN) stake by 37% in Q1 2026, selling an estimated $38.9M and leaving 2,620,136 shares worth $61.9M. The position accounts for 0.07% of the portfolio, ranked #275.

Squarepoint first reported a position in BEN in Q4 2014 and has held it in 37 quarters since. The position peaked at $98.7M in Q4 2025. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

Squarepoint held 2,620,136 shares of Franklin Resources worth $61.9M as of Q1 2026.
Squarepoint sold 1,511,423 Franklin Resources shares in Q1 2026, an estimated $38.9M.
Franklin Resources made up 0.07% of Squarepoint's portfolio in Q1 2026, its #275 holding.
Squarepoint first reported a position in Franklin Resources in Q4 2014 and has held it in 37 quarters since.
Squarepoint's Franklin Resources position peaked at $98.7M in Q4 2025.
604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Squarepoint's 13F filing for Q1 2026, filed 15 May 2026.