Verition Fund Management
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Verition Fund Management’s Franklin Resources BEN Stock Holding History

Verition Fund Management’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 		– Sell
-17,800
Closed -$425K – 2360
2025
Q4 		$425K Sell
17,800
-2,900
-14% -$66.6K ﹤0.01% 2786
2025
Q3 		$479K Buy
+20,700
New +$512K ﹤0.01% 3059

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

Verition Fund Management's BEN Position: Q1 2026 in Review

Verition Fund Management increased its Franklin Resources (BEN) stake by 39% in Q1 2026, buying an estimated $21.8M and bringing the position to 3,022,427 shares worth $71.4M. The position accounts for 0.46% of the portfolio, ranked #26.

Verition Fund Management first reported a position in BEN in Q2 2013 and has held it in 32 quarters since. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • Verition Fund Management held 3,022,427 shares of Franklin Resources worth $71.4M as of Q1 2026.
  • Verition Fund Management bought 845,991 Franklin Resources shares in Q1 2026, an estimated $21.8M.
  • Franklin Resources made up 0.46% of Verition Fund Management's portfolio in Q1 2026, its #26 holding.
  • Verition Fund Management first reported a position in Franklin Resources in Q2 2013 and has held it in 32 quarters since.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.