Bayesian Capital Management’s Franklin Resources BEN Stock Holding History

Bayesian Capital 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 Q4	–	Sell	-11,141	Closed	-$258K	–	158
2025 Q3	$258K	Buy	11,141 +1,387	+14%	+$34.3K	0.05%	411
2025 Q2	$233K	Sell	9,754 -21,900	-69%	-$451K	0.04%	430
2025 Q1	$609K	Buy	+31,654	New	+$634K	0.1%	262
2024 Q2	–	Sell	-12,800	Closed	-$360K	–	742
2024 Q1	$360K	Sell	12,800 -19,020	-60%	-$524K	0.03%	513
2023 Q4	$948K	Buy	+31,820	New	+$792K	0.1%	240
2023 Q3	–	Sell	-35,720	Closed	-$954K	–	701
2023 Q2	$954K	Buy	+35,720	New	+$923K	0.1%	265
2022 Q2	–	Sell	-18,982	Closed	-$530K	–	788
2022 Q1	$530K	Buy	+18,982	New	+$580K	0.08%	357
2021 Q4	–	Sell	-11,136	Closed	-$331K	–	382
2021 Q3	$331K	Buy	+11,136	New	+$347K	0.1%	247

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

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

Bayesian Capital Management's BEN Position: Q4 2025 in Review

Bayesian Capital Management sold out of Franklin Resources (BEN) in Q4 2025, closing a stake of 11,141 shares — an estimated $258K sold.

Bayesian Capital Management first reported a position in BEN in Q3 2021 and held it in 8 quarters. The position peaked at $954K in Q2 2023. 572 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

Bayesian Capital Management reported no remaining Franklin Resources position as of Q4 2025 after selling out during the quarter.
Bayesian Capital Management sold 11,141 Franklin Resources shares in Q4 2025, an estimated $258K.
Bayesian Capital Management first reported a position in Franklin Resources in Q3 2021 and held it in 8 quarters.
Bayesian Capital Management's Franklin Resources position peaked at $954K in Q2 2023.
572 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2025.

Based on Bayesian Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.