Capstone Investment Advisors
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Capstone Investment Advisors’s Franklin Resources BEN Stock Holding History

Capstone Investment Advisors’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
-8,921
Closed -$220K – 1912
2025
Q2 		$213K Buy
+8,921
New +$184K ﹤0.01% 1510
2025
Q1 		– Sell
-7,382
Closed -$150K – 1386
2024
Q4 		$150K Sell
7,382
-5,644
-43% -$119K ﹤0.01% 1644
2024
Q3 		$262K Buy
13,026
+1,048
+9% +$22.6K ﹤0.01% 1468
2024
Q2 		$268K Sell
11,978
-1,451
-11% -$34.9K ﹤0.01% 1641
2024
Q1 		$377K Buy
13,429
+2,138
+19% +$58.9K ﹤0.01% 1711
2023
Q4 		$336K Buy
+11,291
New +$281K ﹤0.01% 1544
2023
Q3 		– Sell
-9,743
Closed -$260K – 2100
2023
Q2 		$260K Buy
+9,743
New +$252K ﹤0.01% 1457
2021
Q4 		– Sell
-120
Closed -$3.95K – 1857
2021
Q3 		$4K Buy
+120
New +$3.74K ﹤0.01% 1988
2020
Q1 		– Sell
-6,365
Closed -$165K – 1148
2019
Q4 		$165K Buy
+6,365
New +$173K ﹤0.01% 1278
2016
Q4 		– Sell
-18,400
Closed -$654K – 921
2016
Q3 		$654K Sell
18,400
-9,100
-33% -$322K 0.01% 464
2016
Q2 		$917K Buy
+27,500
New +$999K 0.02% 371

Other funds holding BEN

PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capstone Investment Advisors's BEN Position: Q3 2025 in Review

Capstone Investment Advisors sold out of Franklin Resources (BEN) in Q3 2025, closing a stake of 8,921 shares — an estimated $220K sold.

Capstone Investment Advisors first reported a position in BEN in Q2 2016 and held it in 11 quarters. The position peaked at $917K in Q2 2016. 591 funds tracked by Wall St. Rank hold BEN as of Q3 2025.

  • Capstone Investment Advisors reported no remaining Franklin Resources position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 8,921 Franklin Resources shares in Q3 2025, an estimated $220K.
  • Capstone Investment Advisors first reported a position in Franklin Resources in Q2 2016 and held it in 11 quarters.
  • Capstone Investment Advisors's Franklin Resources position peaked at $917K in Q2 2016.
  • 591 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.