What smart money is saying about Franklin Resources, Inc.
BEN
No fund has written a full thesis on Franklin Resources, Inc. in our archive, but 2 fund letters report a position in it — most recently Guinness Global Money Managers Fund in July 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Franklin Resources, Inc. — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- July 2026
“Meanwhile, US traditional manager Franklin Resources (+42%) also performed strongly.”
Franklin Resources, Inc. - TrimmedKopernik Global All-Cap FundJune 2026
“Finally, Franklin Resources Inc (“Franklin Resources”), a U.S.-based asset manager, had a total return of 47.3%, a 0.3% contribution, and Northern Dynasty Minerals Ltd, which owns the Pebble Project in Alaska, the largest undeveloped copper/gold project in the world, had a total return of 36.3%, a 0.4% contribution. We trimmed the Fund’s positions in Centene and Franklin Resources on strength, eliminated the Fund’s position in Molina as the price approached Kopernik’s estimate of its risk-adjusted intrinsic value, and took advantage of price volatility in LG Corp to add and trim opportunistically.”
Franklin Resources, Inc.
Read the letters behind these Franklin Resources, Inc. positions
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