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Capital A Wealth Management’s Franklin Resources BEN Stock Holding History

Capital A Wealth 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
Q2 		$30.7K Buy
1,032
+1,006
+3,869% +$20.7K 0.34% 97
2025
Q1 		$501 Buy
26
+11
+73% +$220 ﹤0.01% 629
2024
Q4 		$304 Buy
+15
New +$316 ﹤0.01% 701

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Capital A Wealth Management's BEN Position: Q2 2025 in Review

Capital A Wealth Management increased its Franklin Resources (BEN) stake by 3,869% in Q2 2025, buying an estimated $20.7K and bringing the position to 1,032 shares worth $30.7K. The position accounts for 0.34% of the portfolio, ranked #97.

Capital A Wealth Management first reported a position in BEN in Q4 2024 and has held it in 3 quarters since. 565 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

  • Capital A Wealth Management held 1,032 shares of Franklin Resources worth $30.7K as of Q2 2025.
  • Capital A Wealth Management bought 1,006 Franklin Resources shares in Q2 2025, an estimated $20.7K.
  • Franklin Resources made up 0.34% of Capital A Wealth Management's portfolio in Q2 2025, its #97 holding.
  • Capital A Wealth Management first reported a position in Franklin Resources in Q4 2024 and has held it in 3 quarters since.
  • 565 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.