State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s Franklin Resources BEN Stock Holding History

State of Wisconsin Investment Board’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 		$8.84M Buy
374,450
+41,476
+12% +$1.07M 0.02% 727
2025
Q4 		$7.95M Sell
332,974
-15,890
-5% -$365K 0.02% 794
2025
Q3 		$8.07M Buy
348,864
+155,978
+81% +$3.86M 0.02% 742
2025
Q2 		$4.6M Sell
192,886
-13,971
-7% -$288K 0.01% 966
2025
Q1 		$3.98M Buy
206,857
+51,330
+33% +$1.03M 0.01% 1014
2024
Q4 		$3.16M Sell
155,527
-80,735
-34% -$1.7M 0.01% 1126
2024
Q3 		$4.76M Buy
236,262
+9,325
+4% +$201K 0.01% 971
2024
Q2 		$5.07M Sell
226,937
-195,330
-46% -$4.7M 0.01% 920
2024
Q1 		$11.9M Buy
422,267
+177,487
+73% +$4.89M 0.03% 541
2023
Q4 		$7.29M Sell
244,780
-678
-0.3% -$16.9K 0.02% 800
2023
Q3 		$6.03M Buy
245,458
+82,963
+51% +$2.24M 0.02% 826
2023
Q2 		$4.34M Sell
162,495
-28,451
-15% -$735K 0.01% 1030
2023
Q1 		$5.14M Buy
190,946
+39,190
+26% +$1.14M 0.02% 949
2022
Q4 		$4M Sell
151,756
-25,197
-14% -$626K 0.01% 1066
2022
Q3 		$3.81M Sell
176,953
-47,357
-21% -$1.22M 0.01% 1076
2022
Q2 		$5.23M Buy
224,310
+5,958
+3% +$152K 0.01% 969
2022
Q1 		$6.1M Buy
218,352
+65,802
+43% +$2.01M 0.01% 1055
2021
Q4 		$5.11M Sell
152,550
-3,819
-2% -$126K 0.01% 1033
2021
Q3 		$4.65M Buy
156,369
+7,495
+5% +$234K 0.01% 1058
2021
Q2 		$4.76M Sell
148,874
-3,137
-2% -$102K 0.01% 1060
2021
Q1 		$4.5M Sell
152,011
-1,981
-1% -$54.1K 0.01% 1055
2020
Q4 		$3.85M Sell
153,992
-14,050
-8% -$314K 0.01% 1066
2020
Q3 		$3.42M Buy
168,042
+15,140
+10% +$318K 0.01% 1050
2020
Q2 		$3.21M Sell
152,902
-90,660
-37% -$1.71M 0.01% 1015
2020
Q1 		$4.07M Sell
243,562
-7,942
-3% -$182K 0.01% 864
2019
Q4 		$6.53M Sell
251,504
-190,049
-43% -$5.16M 0.02% 851
2019
Q3 		$12.7M Buy
441,553
+13,067
+3% +$399K 0.04% 513
2019
Q2 		$14.9M Buy
428,486
+30,016
+8% +$1.02M 0.04% 466
2019
Q1 		$13.2M Buy
398,470
+95,999
+32% +$3.03M 0.04% 509
2018
Q4 		$8.97M Sell
302,471
-116,630
-28% -$3.59M 0.03% 569
2018
Q3 		$12.7M Sell
419,101
-24,315
-5% -$783K 0.04% 532
2018
Q2 		$14.2M Sell
443,416
-48,317
-10% -$1.62M 0.04% 487
2018
Q1 		$17.1M Sell
491,733
-33,479
-6% -$1.36M 0.05% 406
2017
Q4 		$22.8M Sell
525,212
-1,413
-0.3% -$61.2K 0.06% 336
2017
Q3 		$23.4M Buy
526,625
+16,393
+3% +$718K 0.07% 307
2017
Q2 		$22.9M Buy
510,232
+3,780
+0.7% +$162K 0.07% 304
2017
Q1 		$21.3M Sell
506,452
-5,447
-1% -$226K 0.08% 269
2016
Q4 		$20.3M Sell
511,899
-63,758
-11% -$2.39M 0.09% 246
2016
Q3 		$20.5M Sell
575,657
-9,700
-2% -$343K 0.08% 277
2016
Q2 		$19.5M Sell
585,357
-35,090
-6% -$1.27M 0.08% 283
2016
Q1 		$24.2M Sell
620,447
-61,410
-9% -$2.17M 0.09% 231
2015
Q4 		$25.1M Sell
681,857
-2,290
-0.3% -$89.6K 0.1% 232
2015
Q3 		$25.5M Sell
684,147
-108,010
-14% -$4.68M 0.1% 239
2015
Q2 		$38.8M Sell
792,157
-3,610
-0.5% -$185K 0.14% 168
2015
Q1 		$40.8M Sell
795,767
-8,250
-1% -$438K 0.14% 168
2014
Q4 		$44.5M Buy
804,017
+17,660
+2% +$976K 0.15% 154
2014
Q3 		$42.9M Buy
786,357
+181,970
+30% +$10.2M 0.16% 154
2014
Q2 		$35M Buy
604,387
+17,210
+3% +$941K 0.13% 190
2014
Q1 		$31.8M Buy
587,177
+55,360
+10% +$2.98M 0.12% 194
2013
Q4 		$30.7M Sell
531,817
-8,770
-2% -$473K 0.12% 205
2013
Q3 		$27.3M Buy
540,587
+20,570
+4% +$993K 0.11% 211
2013
Q2 		$23.6M Buy
+520,017
New +$26.5M 0.1% 244

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

State of Wisconsin Investment Board's BEN Position: Q1 2026 in Review

State of Wisconsin Investment Board increased its Franklin Resources (BEN) stake by 12% in Q1 2026, buying an estimated $1.07M and bringing the position to 374,450 shares worth $8.84M. The position accounts for 0.02% of the portfolio, ranked #727.

State of Wisconsin Investment Board first reported a position in BEN in Q2 2013 and has held it in 52 quarters since. The position peaked at $44.5M in Q4 2014. 609 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • State of Wisconsin Investment Board held 374,450 shares of Franklin Resources worth $8.84M as of Q1 2026.
  • State of Wisconsin Investment Board bought 41,476 Franklin Resources shares in Q1 2026, an estimated $1.07M.
  • Franklin Resources made up 0.02% of State of Wisconsin Investment Board's portfolio in Q1 2026, its #727 holding.
  • State of Wisconsin Investment Board first reported a position in Franklin Resources in Q2 2013 and has held it in 52 quarters since.
  • State of Wisconsin Investment Board's Franklin Resources position peaked at $44.5M in Q4 2014.
  • 609 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2026, filed 15 May 2026.