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Boyar Asset Management’s Franklin Resources BEN Stock Holding History

Boyar Asset 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
Q3 		– Sell
-11,398
Closed -$272K – 78
2025
Q2 		$272K Sell
11,398
-3,100
-21% -$63.9K 0.18% 68
2025
Q1 		$279K Hold
14,498
– – 0.2% 68
2024
Q4 		$294K Sell
14,498
-2,273
-14% -$47.9K 0.19% 67
2024
Q3 		$338K Sell
16,771
-1,086
-6% -$23.4K 0.22% 65
2024
Q2 		$399K Sell
17,857
-12,359
-41% -$298K 0.27% 57
2024
Q1 		$849K Hold
30,216
– – 0.55% 40
2023
Q4 		$900K Sell
30,216
-245
-0.8% -$6.09K 0.68% 38
2023
Q3 		$749K Sell
30,461
-2,000
-6% -$54.1K 0.59% 39
2023
Q2 		$867K Sell
32,461
-599
-2% -$15.5K 0.64% 40
2023
Q1 		$891K Sell
33,060
-5,577
-14% -$163K 0.69% 38
2022
Q4 		$1.02M Sell
38,637
-5,257
-12% -$131K 0.83% 30
2022
Q3 		$945K Buy
43,894
+2,900
+7% +$74.5K 0.78% 34
2022
Q2 		$956K Sell
40,994
-1,369
-3% -$35K 0.79% 33
2022
Q1 		$1.18M Buy
42,363
+493
+1% +$15.1K 0.76% 33
2021
Q4 		$1.4M Sell
41,870
-500
-1% -$16.5K 0.84% 32
2021
Q3 		$1.26M Sell
42,370
-986
-2% -$30.8K 0.83% 33
2021
Q2 		$1.39M Hold
43,356
– – 0.89% 33
2021
Q1 		$1.28M Buy
43,356
+1
+0% +$27 0.87% 35
2020
Q4 		$1.08M Buy
43,355
+4,420
+11% +$98.7K 0.82% 35
2020
Q3 		$792K Sell
38,935
-1,019
-3% -$21.4K 0.67% 38
2020
Q2 		$838K Buy
39,954
+2,765
+7% +$52.2K 0.78% 35
2020
Q1 		$621K Buy
37,189
+14,972
+67% +$344K 0.7% 36
2019
Q4 		$577K Buy
22,217
+1,464
+7% +$39.8K 0.42% 47
2019
Q3 		$599K Buy
20,753
+729
+4% +$22.3K 0.45% 46
2019
Q2 		$697K Sell
20,024
-1,513
-7% -$51.5K 0.51% 45
2019
Q1 		$714K Buy
21,537
+4,783
+29% +$151K 0.54% 44
2018
Q4 		$497K Buy
16,754
+8,523
+104% +$262K 0.41% 48
2018
Q3 		$250K Buy
+8,231
New +$265K 0.17% 65

Other funds holding BEN

Vanguard Group
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Boyar Asset Management's BEN Position: Q3 2025 in Review

Boyar Asset Management sold out of Franklin Resources (BEN) in Q3 2025, closing a stake of 11,398 shares — an estimated $272K sold.

Boyar Asset Management first reported a position in BEN in Q3 2018 and held it in 28 quarters. The position peaked at $1.4M in Q4 2021. 589 funds tracked by Wall St. Rank hold BEN as of Q3 2025.

  • Boyar Asset Management reported no remaining Franklin Resources position as of Q3 2025 after selling out during the quarter.
  • Boyar Asset Management sold 11,398 Franklin Resources shares in Q3 2025, an estimated $272K.
  • Boyar Asset Management first reported a position in Franklin Resources in Q3 2018 and held it in 28 quarters.
  • Boyar Asset Management's Franklin Resources position peaked at $1.4M in Q4 2021.
  • 589 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2025.

Based on Boyar Asset Management's 13F filing for Q3 2025, filed 18 Nov 2025.