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Abich Financial Wealth Management’s Franklin Resources BEN Stock Holding History

Abich Financial Wealth 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
2025
Q3 		$216K Buy
+9,321
New +$230K 0.08% 118
2024
Q2 		– Sell
-3,258
Closed -$91.6K – 808
2024
Q1 		$91.6K Buy
3,258
+1,034
+46% +$28.5K 0.07% 89
2023
Q4 		$66.3K Buy
+2,224
New +$55.3K 0.06% 81

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Abich Financial Wealth Management's BEN Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Franklin Resources (BEN) in Q3 2025: 9,321 shares worth $216K. The stake represents 0.08% of the portfolio and ranks #118 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in BEN as recently as Q1 2024.

Abich Financial Wealth Management first reported a position in BEN in Q4 2023 and has held it in 3 quarters since. 590 funds tracked by Wall St. Rank hold BEN as of Q3 2025.

  • Abich Financial Wealth Management held 9,321 shares of Franklin Resources worth $216K as of Q3 2025.
  • Franklin Resources was a new Abich Financial Wealth Management position in Q3 2025.
  • Franklin Resources made up 0.08% of Abich Financial Wealth Management's portfolio in Q3 2025, its #118 holding.
  • Abich Financial Wealth Management first reported a position in Franklin Resources in Q4 2023 and has held it in 3 quarters since.
  • 590 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.