Avanza Fonder’s Franklin Resources BEN Stock Holding History

Avanza Fonder’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 Q2	–	Sell	-17,000	Closed	-$330K	–	440
2025 Q1	$330K	Hold	17,000	–	–	0.01%	396
2024 Q4	$345K	Buy	+17,000	New	+$358K	0.01%	381

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

Avanza Fonder's BEN Position: Q2 2025 in Review

Avanza Fonder sold out of Franklin Resources (BEN) in Q2 2025, closing a stake of 17,000 shares — an estimated $330K sold.

Avanza Fonder first reported a position in BEN in Q4 2024 and held it in 2 quarters. The position peaked at $345K in Q4 2024. 565 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

Avanza Fonder reported no remaining Franklin Resources position as of Q2 2025 after selling out during the quarter.
Avanza Fonder sold 17,000 Franklin Resources shares in Q2 2025, an estimated $330K.
Avanza Fonder first reported a position in Franklin Resources in Q4 2024 and held it in 2 quarters.
Avanza Fonder's Franklin Resources position peaked at $345K in Q4 2024.
565 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on Avanza Fonder's 13F filing for Q2 2025, filed 14 Jul 2025.