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Bruce G. Allen Investments’s Franklin Resources BEN Stock Holding History

Bruce G. Allen Investments’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
2026
Q1 		$732 Hold
31
– – ﹤0.01% 896
2025
Q4 		$741 Hold
31
– – ﹤0.01% 890
2025
Q3 		$717 Hold
31
– – ﹤0.01% 892
2025
Q2 		$739 Sell
31
-40
-56% -$824 ﹤0.01% 881
2025
Q1 		$1.37K Hold
71
– – ﹤0.01% 754
2024
Q4 		$1.44K Sell
71
-282
-80% -$5.94K ﹤0.01% 761
2024
Q3 		$7.11K Sell
353
-7
-2% -$151 0.01% 529
2024
Q2 		$8.05K Hold
360
– – 0.01% 495
2024
Q1 		$10.1K Hold
360
– – 0.01% 470
2023
Q4 		$10.7K Buy
+360
New +$8.96K 0.01% 467

Other funds holding BEN

PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return