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Tidal Investments’s Franklin Resources BEN Stock Holding History

Tidal Investments’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 		$1.72M Sell
72,706
-19,720
-21% -$507K ﹤0.01% 1202
2025
Q4 		$2.21M Buy
92,426
+19,916
+27% +$457K 0.01% 923
2025
Q3 		$1.68M Buy
72,510
+9,689
+15% +$239K ﹤0.01% 982
2025
Q2 		$1.5M Sell
62,821
-16,159
-20% -$333K 0.01% 847
2025
Q1 		$1.52M Sell
78,980
-215,550
-73% -$4.32M 0.01% 810
2024
Q4 		$5.98M Buy
294,530
+6,534
+2% +$138K 0.05% 379
2024
Q3 		$5.8M Sell
287,996
-13,788
-5% -$297K 0.06% 295
2024
Q2 		$6.74M Sell
301,784
-33,593
-10% -$809K 0.09% 200
2024
Q1 		$9.43M Sell
335,377
-187,568
-36% -$5.17M 0.16% 119
2023
Q4 		$15.6M Buy
522,945
+295,933
+130% +$7.36M 0.36% 57
2023
Q3 		$5.58M Buy
227,012
+94,363
+71% +$2.55M 0.17% 107
2023
Q2 		$3.54M Buy
132,649
+86,278
+186% +$2.23M 0.1% 190
2023
Q1 		$1.25M Buy
46,371
+2,399
+5% +$70.1K 0.04% 418
2022
Q4 		$1.16M Sell
43,972
-425
-1% -$10.6K 0.04% 399
2022
Q3 		$955K Buy
44,397
+4,998
+13% +$128K 0.04% 382
2022
Q2 		$918K Buy
39,399
+7,112
+22% +$182K 0.03% 405
2022
Q1 		$901K Buy
32,287
+2,439
+8% +$74.5K 0.03% 461
2021
Q4 		$1M Buy
29,848
+9,935
+50% +$327K 0.03% 404
2021
Q3 		$592K Buy
19,913
+4,708
+31% +$147K 0.02% 473
2021
Q2 		$486K Buy
15,205
+6,256
+70% +$203K 0.02% 438
2021
Q1 		$265K Buy
+8,949
New +$244K 0.01% 462

Other funds holding BEN

PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Tidal Investments's BEN Position: Q1 2026 in Review

Tidal Investments reduced its Franklin Resources (BEN) stake by 21% in Q1 2026, selling an estimated $507K and leaving 72,706 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Tidal Investments first reported a position in BEN in Q1 2021 and has held it in 21 quarters since. The position peaked at $15.6M in Q4 2023. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Tidal Investments held 72,706 shares of Franklin Resources worth $1.72M as of Q1 2026.
  • Tidal Investments sold 19,720 Franklin Resources shares in Q1 2026, an estimated $507K.
  • Franklin Resources made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #1202 holding.
  • Tidal Investments first reported a position in Franklin Resources in Q1 2021 and has held it in 21 quarters since.
  • Tidal Investments's Franklin Resources position peaked at $15.6M in Q4 2023.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

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