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 		$1.04M Sell
44,200
-20,800
-32% -$535K ﹤0.01% 1663
2025
Q4 		$1.55M Sell
65,000
-24,200
-27% -$556K ﹤0.01% 1825
2025
Q3 		$2.06M Buy
89,200
+47,800
+115% +$1.18M 0.01% 1776
2025
Q2 		$987K Buy
41,400
+5,100
+14% +$105K ﹤0.01% 2006
2025
Q1 		$699K Sell
36,300
-31,700
-47% -$635K ﹤0.01% 1767
2024
Q4 		$1.38M Buy
68,000
+18,800
+38% +$396K ﹤0.01% 1651
2024
Q3 		$991K Buy
+49,200
New +$1.06M ﹤0.01% 1686
2024
Q1 		– Sell
-14,900
Closed -$444K – 1981
2023
Q4 		$444K Buy
14,900
+3,100
+26% +$77.1K ﹤0.01% 2009
2023
Q3 		$290K Sell
11,800
-1,000
-8% -$27K ﹤0.01% 1874
2023
Q2 		$342K Buy
+12,800
New +$331K ﹤0.01% 1613
2020
Q2 		– Sell
-10,000
Closed -$167K – 1053
2020
Q1 		$167K Sell
10,000
-100
-1% -$2.29K ﹤0.01% 1440
2019
Q4 		$262K Buy
+10,100
New +$274K ﹤0.01% 1650
2018
Q2 		– Sell
-8,500
Closed -$295K – 1979
2018
Q1 		$295K Buy
+8,500
New +$346K ﹤0.01% 1640
2016
Q4 		– Sell
-11,200
Closed -$398K – 1642
2016
Q3 		$398K Buy
11,200
+3,200
+40% +$113K ﹤0.01% 1279
2016
Q2 		$267K Sell
8,000
-8,600
-52% -$312K ﹤0.01% 1357
2016
Q1 		$648K Sell
16,600
-12,500
-43% -$442K 0.01% 1032
2015
Q4 		$1.07M Buy
29,100
+19,000
+188% +$743K 0.01% 869
2015
Q3 		$376K Buy
+10,100
New +$437K ﹤0.01% 1145
2015
Q1 		– Sell
-4,000
Closed -$221K – 1441
2014
Q4 		$221K Hold
4,000
– – ﹤0.01% 1465
2014
Q3 		$218K Sell
4,000
-5,400
-57% -$302K ﹤0.01% 1429
2014
Q2 		$544K Sell
9,400
-20,700
-69% -$1.13M 0.01% 1187
2014
Q1 		$1.63M Sell
30,100
-121,200
-80% -$6.52M 0.02% 763
2013
Q4 		$8.73M Buy
151,300
+18,200
+14% +$981K 0.11% 226
2013
Q3 		$6.73M Buy
+133,100
New +$6.42M 0.09% 279

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.