Power Corp of Canada BEN — FRANKLIN RESOURCES INC

Ownership history in Power Corp of Canada  ·  10 quarters on record

AI Ownership Summary

Power Corp of Canada reported FRANKLIN RESOURCES INC (BEN) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 100.0% in 2024 Q4. The latest visible filing shows BEN at 100.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BEN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Power Corp of Canada's position in FRANKLIN RESOURCES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BEN was reported at 100.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
100.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BEN stock page Power Corp of Canada fund profile Power Corp of Canada full holdings
How Power Corp of Canada held BEN — position size vs. price
% of Fund (quarterly)    BEN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 31,557,117 — 0% 100.00% $745.4M 2026-05-15 $31.51
2025 Q4 UNCHANGED — — — 31,557,117 — 0% 100.00% $753.9M 2026-02-17 $26.82
2025 Q3 UNCHANGED — — — 31,557,117 — 0% 100.00% $729.9M 2025-11-14 $21.34
2025 Q2 UNCHANGED — — — 31,557,117 — 0% 100.00% $752.6M 2025-08-14 $24.33
2025 Q1 UNCHANGED — — — 31,557,117 — 0% 100.00% $607.5M 2025-05-15 $20.77
2024 Q4 REDUCED — — — 31,557,117 -712,849 -2.2% 100.00% $640.3M 2025-02-14 $18.91
2024 Q3 ADDED — — — 32,269,966 +47,744 +0.1% 92.46% $650.24B 2024-11-14 $19.57
2024 Q2 ADDED — — — 32,222,222 +665,105 +2.1% 90.93% $720.17B 2024-08-14 $19.67
2024 Q1 ADDED — — — 31,557,117 +31,385,293 +18266.0% 88.73% $887.07B 2024-05-14 $21.51
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BEN

As of 2026 Q2 — sorted by position size

FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 2.26% Uncommon Cents Investing LLC 3Y 7Y 1.19% Keystone Financial Planning, Inc. 3Y 7Y 0.91% CHATHAM CAPITAL GROUP, INC. 3Y 7Y 0.78% Sound Income Strategies, LLC 3Y 7Y 0.71% Blackhawk Capital Partners, LLC 3Y 7Y 0.65% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.58% SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 3Y 7Y 0.47% Poehling Capital Management, INC. 3Y 7Y 0.39% ARGENT CAPITAL MANAGEMENT LLC 3Y 7Y 0.38%

FAQ About Power Corp of Canada and BEN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Power Corp of Canada reported owning BEN?

Power Corp of Canada reported BEN across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BEN position in Power Corp of Canada's portfolio?

The largest reported portfolio weight for BEN was 100.00% in 2024 Q4.

What is the latest reported BEN position on this page?

The most recent filing on this page is 2026 Q1, when Power Corp of Canada reported 31,557,117 shares, equal to 100.00% of portfolio, with an estimated market value of $745.4M.

What does the chart on this BEN ownership page compare?

The chart compares Power Corp of Canada's quarterly BEN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Power Corp of Canada time their BEN position?

Based on 13F filing dates vs. subsequent BEN price moves, Power Corp of Canada correctly timed 0 out of 5 reported position changes (0%). The annualised alpha on BEN relative to SPY over the holding period was -5.2%.

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