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Twin Peaks Wealth Advisors’s Franklin Resources BEN Stock Holding History

Twin Peaks Wealth Advisors’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 		$14.1K Buy
+598
New +$15.4K ﹤0.01% 879
2025
Q3 		– Sell
-632
Closed -$16.2K – 382
2025
Q2 		$16.2K Buy
+632
New +$13K 0.01% 682

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

Twin Peaks Wealth Advisors's BEN Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Franklin Resources (BEN) in Q1 2026: 598 shares worth $14.1K. The stake represents ﹤0.01% of the portfolio and ranks #879 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BEN as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BEN in Q2 2025 and has held it in 2 quarters since. The position peaked at $16.2K in Q2 2025. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Twin Peaks Wealth Advisors held 598 shares of Franklin Resources worth $14.1K as of Q1 2026.
  • Franklin Resources was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Franklin Resources made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #879 holding.
  • Twin Peaks Wealth Advisors first reported a position in Franklin Resources in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Franklin Resources position peaked at $16.2K in Q2 2025.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.