Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Franklin Resources BEN Stock Holding History

Capital Fund Management (CFM)’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 		$813K Sell
34,400
-6,700
-16% -$172K ﹤0.01% 1750
2025
Q4 		$982K Sell
41,100
-5,300
-11% -$122K ﹤0.01% 2031
2025
Q3 		$1.07M Buy
46,400
+11,400
+33% +$282K ﹤0.01% 2073
2025
Q2 		$835K Buy
35,000
+17,200
+97% +$354K ﹤0.01% 2062
2025
Q1 		$343K Buy
17,800
+3,000
+20% +$60.1K ﹤0.01% 1892
2024
Q4 		$300K Sell
14,800
-1,200
-8% -$25.3K ﹤0.01% 1968
2024
Q3 		$322K Buy
+16,000
New +$345K ﹤0.01% 1906
2020
Q2 		– Sell
-13,700
Closed -$229K – 1052
2020
Q1 		$229K Sell
13,700
-3,200
-19% -$73.5K ﹤0.01% 1350
2019
Q4 		$439K Buy
16,900
+6,700
+66% +$182K ﹤0.01% 1449
2019
Q3 		$294K Buy
+10,200
New +$312K ﹤0.01% 1441
2016
Q4 		– Sell
-16,400
Closed -$583K – 1641
2016
Q3 		$583K Sell
16,400
-1,500
-8% -$53.1K 0.01% 1151
2016
Q2 		$597K Sell
17,900
-5,600
-24% -$203K 0.01% 1123
2016
Q1 		$918K Buy
23,500
+7,700
+49% +$272K 0.01% 917
2015
Q4 		$582K Buy
+15,800
New +$618K 0.01% 1076
2014
Q4 		– Sell
-4,900
Closed -$268K – 1574
2014
Q3 		$268K Sell
4,900
-9,800
-67% -$549K ﹤0.01% 1358
2014
Q2 		$850K Sell
14,700
-27,300
-65% -$1.49M 0.01% 1030
2014
Q1 		$2.28M Sell
42,000
-96,600
-70% -$5.2M 0.03% 643
2013
Q4 		$8M Sell
138,600
-3,400
-2% -$183K 0.1% 252
2013
Q3 		$7.18M Buy
+142,000
New +$6.85M 0.1% 258

Other funds holding BEN

PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B 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 $871B AUM 31.28% 1-Year Est. Return

Capital Fund Management (CFM)'s BEN Position: Q4 2025 in Review

Capital Fund Management (CFM) sold out of Franklin Resources (BEN) in Q4 2025, closing a stake of 11,772 shares — an estimated $270K sold.

Capital Fund Management (CFM) first reported a position in BEN in Q2 2013 and held it in 10 quarters. The position peaked at $23.9M in Q3 2013. 572 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

  • Capital Fund Management (CFM) reported no remaining Franklin Resources position as of Q4 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 11,772 Franklin Resources shares in Q4 2025, an estimated $270K.
  • Capital Fund Management (CFM) first reported a position in Franklin Resources in Q2 2013 and held it in 10 quarters.
  • Capital Fund Management (CFM)'s Franklin Resources position peaked at $23.9M in Q3 2013.
  • 572 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2025, filed 17 Feb 2026.