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United Community Bank’s Franklin Resources BEN Stock Holding History

United Community Bank’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 		$886K Buy
37,529
+3,505
+10% +$90.2K 0.3% 77
2025
Q4 		$813K Sell
34,024
-45
-0.1% -$1.03K 0.31% 70
2025
Q3 		$788K Buy
34,069
+21,547
+172% +$533K 0.24% 95
2025
Q2 		$299K Buy
12,522
+172
+1% +$3.54K 0.1% 151
2025
Q1 		$238K Buy
12,350
+975
+9% +$19.5K 0.09% 166
2024
Q4 		$231K Buy
11,375
+475
+4% +$10K 0.09% 155
2024
Q3 		$220K Hold
10,900
– – 0.09% 170
2024
Q2 		$244K Buy
10,900
+4,654
+75% +$112K 0.1% 164
2024
Q1 		$176K Buy
6,246
+35
+0.6% +$964 0.07% 200
2023
Q4 		$185K Buy
6,211
+50
+0.8% +$1.24K 0.08% 193
2023
Q3 		$151K Buy
+6,161
New +$167K 0.07% 178

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

United Community Bank's BEN Position: Q1 2026 in Review

United Community Bank increased its Franklin Resources (BEN) stake by 10% in Q1 2026, buying an estimated $90.2K and bringing the position to 37,529 shares worth $886K. The position accounts for 0.3% of the portfolio, ranked #77.

United Community Bank first reported a position in BEN in Q3 2023 and has held it in 11 quarters since. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • United Community Bank held 37,529 shares of Franklin Resources worth $886K as of Q1 2026.
  • United Community Bank bought 3,505 Franklin Resources shares in Q1 2026, an estimated $90.2K.
  • Franklin Resources made up 0.3% of United Community Bank's portfolio in Q1 2026, its #77 holding.
  • United Community Bank first reported a position in Franklin Resources in Q3 2023 and has held it in 11 quarters since.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.