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TwinBeech Capital’s Franklin Resources BEN Stock Holding History

TwinBeech Capital’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 		$536K Buy
+22,700
New +$584K 0.06% 344
2025
Q4 		– Sell
-134,247
Closed -$3.11M – 607
2025
Q3 		$3.11M Buy
+134,247
New +$3.32M 0.12% 182
2024
Q2 		– Sell
-175,119
Closed -$4.92M – 537
2024
Q1 		$4.92M Buy
+175,119
New +$4.82M 0.1% 215
2022
Q1 		– Sell
-125,516
Closed -$4.2M – 503
2021
Q4 		$4.2M Buy
+125,516
New +$4.13M 0.24% 120

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

TwinBeech Capital's BEN Position: Q1 2026 in Review

TwinBeech Capital opened a new position in Franklin Resources (BEN) in Q1 2026: 22,700 shares worth $536K. The stake represents 0.06% of the portfolio and ranks #344 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in BEN as recently as Q3 2025.

TwinBeech Capital first reported a position in BEN in Q4 2021 and has held it in 4 quarters since. The position peaked at $4.92M in Q1 2024. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • TwinBeech Capital held 22,700 shares of Franklin Resources worth $536K as of Q1 2026.
  • Franklin Resources was a new TwinBeech Capital position in Q1 2026.
  • Franklin Resources made up 0.06% of TwinBeech Capital's portfolio in Q1 2026, its #344 holding.
  • TwinBeech Capital first reported a position in Franklin Resources in Q4 2021 and has held it in 4 quarters since.
  • TwinBeech Capital's Franklin Resources position peaked at $4.92M in Q1 2024.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

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