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Jim Simons's Franklin Resources, Inc. (BEN) position

Not anymore: Jim Simons fully exited BEN in Q1 2026. The position peaked at $20M in Q3 2025.
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Value at exit
$18M
Shares at exit
753K
Est. average buy price (i)
$23.86
Quarter-end price
$23.89

Estimated trade prices

Average price in quarters with purchases
$23.68
Average prices in quarters with sales
  • Q4 2025: $22.96 (110K shares sold)
  • Q2 2025: $20.61 (480K shares sold)

BEN price vs Simons's position

1Y 3Y 5Y MAX
Dates
$15$20$25$30$35$4020222023202420252026New position of 29K shares · Q4 2021. Average closing price $32.91 · Price range $28.89–$37.6829KsharespurchasedAdded 40K shares (138.2%) · Q1 2022. Average closing price $30.54 · Price range $26.83–$35.9640KsharespurchasedNew position of 566K shares · Q4 2022. Average closing price $24.83 · Price range $21.11–$27.70566KsharespurchasedNew position of 136K shares · Q3 2024. Average closing price $21.55 · Price range $19.13–$23.97136KsharespurchasedAdded 356K shares (262.5%) · Q4 2024. Average closing price $21.07 · Price range $19.35–$22.76356KsharespurchasedAdded 181K shares (36.7%) · Q1 2025. Average closing price $20.04 · Price range $18.92–$22.24181KsharespurchasedSold 480K shares (71.3%) · Q2 2025. Average closing price $20.61 · Price range $16.66–$23.85480KsharessoldAdded 670K shares (347.0%) · Q3 2025. Average closing price $24.72 · Price range $23.13–$26.03670KsharespurchasedSold 110K shares (12.8%) · Q4 2025. Average closing price $22.96 · Price range $21.18–$24.59110Ksharessold
Average closing price · filing quarter
$22.96
Price range · filing quarter
$21.18 – $24.59
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Exited −753K −$19M −100.0% 0 May 14, 2026
Q4 2025 Reduced −110K −$2.5M −12.8% 753K Feb 12, 2026
Q3 2025 Added +670K +$17M +347.0% 864K Nov 13, 2025
Q2 2025 Reduced −480K −$9.9M −71.3% 193K Aug 13, 2025
Q1 2025 Added +181K +$3.6M +36.7% 673K May 14, 2025
Q4 2024 Added +356K +$7.5M +262.5% 492K Feb 13, 2025
Q3 2024 New +136K +$2.9M – 136K Nov 13, 2024
Q4 2022 New +566K +$14M – 566K Feb 13, 2023
Q1 2022 Added +40K +$1.2M +138.2% 69K May 13, 2022
Q4 2021 New +29K +$948K – 29K Feb 11, 2022
Data through Q1 2026 · filed May 14, 2026
10 grouped rows from 10 quarters

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Common questions

Does Jim Simons own BEN?

Not currently. Jim Simons fully exited BEN in Q1 2026, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jim Simons buy BEN?

Jim Simons first disclosed a BEN position in Q4 2021; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jim Simons sell BEN?

Yes. Jim Simons reduced and then fully exited BEN by Q1 2026; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of BEN does Jim Simons own?

None as of the latest filing: Jim Simons has exited BEN. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jim Simons pay for BEN?

Jim Simons's estimated average buy price for BEN is $23.86, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.