B. Metzler seel. Sohn & Co’s Franklin Resources BEN Stock Holding History

B. Metzler seel. Sohn & Co’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
2024 Q4	–	Sell	-17,145	Closed	-$345K	–	758
2024 Q3	$345K	Hold	17,145	–	–	﹤0.01%	692
2024 Q2	$383K	Hold	17,145	–	–	﹤0.01%	664
2024 Q1	$482K	Hold	17,145	–	–	0.01%	623
2023 Q4	$511K	Buy	+17,145	New	+$427K	0.01%	612
2022 Q4	–	Sell	-10,140	Closed	-$218K	–	723
2022 Q3	$218K	Hold	10,140	–	–	﹤0.01%	690
2022 Q2	$236K	Hold	10,140	–	–	﹤0.01%	682
2022 Q1	$283K	Hold	10,140	–	–	﹤0.01%	704
2021 Q4	$339K	Buy	10,140 +1,659	+20%	+$54.6K	﹤0.01%	628
2021 Q3	$252K	Hold	8,481	–	–	﹤0.01%	662
2021 Q2	$271K	Buy	8,481 +497	+6%	+$16.1K	﹤0.01%	641
2021 Q1	$236K	Hold	7,984	–	–	﹤0.01%	648
2020 Q4	$198K	Buy	+7,984	New	+$178K	﹤0.01%	656

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

B. Metzler seel. Sohn & Co's BEN Position: Q4 2024 in Review

B. Metzler seel. Sohn & Co sold out of Franklin Resources (BEN) in Q4 2024, closing a stake of 17,145 shares — an estimated $345K sold.

B. Metzler seel. Sohn & Co first reported a position in BEN in Q4 2020 and held it in 12 quarters. The position peaked at $511K in Q4 2023. 564 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

B. Metzler seel. Sohn & Co reported no remaining Franklin Resources position as of Q4 2024 after selling out during the quarter.
B. Metzler seel. Sohn & Co sold 17,145 Franklin Resources shares in Q4 2024, an estimated $345K.
B. Metzler seel. Sohn & Co first reported a position in Franklin Resources in Q4 2020 and held it in 12 quarters.
B. Metzler seel. Sohn & Co's Franklin Resources position peaked at $511K in Q4 2023.
564 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2024.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q4 2024, filed 12 Feb 2025.