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
Q1 		– Sell
-2,800
Closed -$56.8K – 1385
2024
Q4 		$56.8K Buy
+2,800
New +$59K ﹤0.01% 1749
2022
Q2 		– Sell
-600
Closed -$17K – 1830
2022
Q1 		$17K Sell
600
-12,600
-95% -$385K ﹤0.01% 1946
2021
Q4 		$442K Sell
13,200
-10,300
-44% -$339K ﹤0.01% 1488
2021
Q3 		$698K Buy
23,500
+19,000
+422% +$593K ﹤0.01% 1503
2021
Q2 		$144K Buy
+4,500
New +$146K ﹤0.01% 1535
2021
Q1 		– Sell
-100
Closed -$2K – 1670
2020
Q4 		$2K Hold
100
– – ﹤0.01% 1655
2020
Q3 		$2K Sell
100
-1,400
-93% -$29.4K ﹤0.01% 1381
2020
Q2 		$31K Buy
+1,500
New +$28.3K ﹤0.01% 1291
2020
Q1 		– Sell
-5,200
Closed -$135K – 1147
2019
Q4 		$135K Sell
5,200
-100
-2% -$2.72K ﹤0.01% 1287
2019
Q3 		$153K Buy
+5,300
New +$162K ﹤0.01% 1256

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 $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

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. 590 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.
  • 590 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.