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BOK Financial Private Wealth’s Franklin Resources BEN Stock Holding History

BOK Financial Private Wealth’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
Q1 		– Sell
-18
Closed -$371 – 490
2024
Q4 		$371 Buy
+18
New +$379 ﹤0.01% 607

Other funds holding BEN

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PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EQF
Evergreen Quality Fund Grand Cayman, Cayman Islands $4.37B AUM 119.42% 1-Year Est. Return

BOK Financial Private Wealth's BEN Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Franklin Resources (BEN) in Q1 2025, closing a stake of 18 shares — an estimated $371 sold.

BOK Financial Private Wealth first reported a position in BEN in Q4 2024 and held it in 1 quarter. The position peaked at $371 in Q4 2024. 562 funds tracked by Wall St. Rank hold BEN as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining Franklin Resources position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 18 Franklin Resources shares in Q1 2025, an estimated $371.
  • BOK Financial Private Wealth first reported a position in Franklin Resources in Q4 2024 and held it in 1 quarter.
  • BOK Financial Private Wealth's Franklin Resources position peaked at $371 in Q4 2024.
  • 562 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.