AIA Group’s Franklin Resources BEN Stock Holding History

AIA Group’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 Q4	–	Sell	-17,658	Closed	-$408K	–	343
2025 Q3	$408K	Hold	17,658	–	–	0.01%	357
2025 Q2	$421K	Hold	17,658	–	–	0.01%	279
2025 Q1	$340K	Buy	17,658 +3,483	+25%	+$69.8K	0.01%	287
2024 Q4	$288K	Buy	14,175 +1,893	+15%	+$39.9K	0.01%	266
2024 Q3	$247K	Buy	12,282 +2,060	+20%	+$44.4K	0.01%	276
2024 Q2	$228K	Buy	+10,222	New	+$246K	0.01%	277
2023 Q1	–	Sell	-4,170	Closed	-$110K	–	397
2022 Q4	$110K	Buy	+4,170	New	+$104K	0.01%	364
2022 Q3	–	Sell	-4,091	Closed	-$95K	–	415
2022 Q2	$95K	Hold	4,091	–	–	0.01%	436
2022 Q1	$114K	Buy	4,091 +1,495	+58%	+$45.7K	0.01%	456
2021 Q4	$87K	Buy	+2,596	New	+$85.4K	﹤0.01%	433

Other funds holding BEN

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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

AIA Group's BEN Position: Q4 2025 in Review

AIA Group sold out of Franklin Resources (BEN) in Q4 2025, closing a stake of 17,658 shares — an estimated $408K sold.

AIA Group first reported a position in BEN in Q4 2021 and held it in 10 quarters. The position peaked at $421K in Q2 2025. 576 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

AIA Group reported no remaining Franklin Resources position as of Q4 2025 after selling out during the quarter.
AIA Group sold 17,658 Franklin Resources shares in Q4 2025, an estimated $408K.
AIA Group first reported a position in Franklin Resources in Q4 2021 and held it in 10 quarters.
AIA Group's Franklin Resources position peaked at $421K in Q2 2025.
576 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2025.

Based on AIA Group's 13F filing for Q4 2025, filed 9 Feb 2026.