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Beacon Capital Management LLC (Tennessee)’s Franklin Resources BEN Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		– Sell
-72
Closed -$1.72K – 214
2025
Q2 		$1.72K Buy
72
+1
+1% +$21 ﹤0.01% 922
2025
Q1 		$1.37K Buy
+71
New +$1.42K ﹤0.01% 1000

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Beacon Capital Management LLC (Tennessee)'s BEN Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Franklin Resources (BEN) in Q3 2025, closing a stake of 72 shares — an estimated $1.72K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in BEN in Q1 2025 and held it in 2 quarters. The position peaked at $1.72K in Q2 2025. 589 funds tracked by Wall St. Rank hold BEN as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Franklin Resources position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 72 Franklin Resources shares in Q3 2025, an estimated $1.72K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Franklin Resources in Q1 2025 and held it in 2 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Franklin Resources position peaked at $1.72K in Q2 2025.
  • 589 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.