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
2026
Q1 		$274K Buy
+11,600
New +$298K ﹤0.01% 1401
2025
Q4 		– Sell
-9,200
Closed -$213K – 1611
2025
Q3 		$213K Buy
+9,200
New +$227K ﹤0.01% 1797
2025
Q1 		– Sell
-5,300
Closed -$108K – 1387
2024
Q4 		$108K Buy
5,300
+4,100
+342% +$86.4K ﹤0.01% 1696
2024
Q3 		$24.2K Buy
1,200
+1,000
+500% +$21.5K ﹤0.01% 1846
2024
Q2 		$4.47K Buy
+200
New +$4.82K ﹤0.01% 2019
2023
Q3 		– Sell
-1,000
Closed -$26.7K – 2101
2023
Q2 		$26.7K Buy
+1,000
New +$25.8K ﹤0.01% 1800
2022
Q2 		– Sell
-10,400
Closed -$290K – 1831
2022
Q1 		$290K Sell
10,400
-32,100
-76% -$980K ﹤0.01% 1592
2021
Q4 		$1.42M Sell
42,500
-4,400
-9% -$145K ﹤0.01% 1208
2021
Q3 		$1.39M Buy
46,900
+38,300
+445% +$1.19M ﹤0.01% 1315
2021
Q2 		$275K Buy
+8,600
New +$279K ﹤0.01% 1465
2021
Q1 		– Sell
-14,800
Closed -$370K – 1671
2020
Q4 		$370K Sell
14,800
-3,200
-18% -$71.4K ﹤0.01% 1318
2020
Q3 		$366K Sell
18,000
-4,600
-20% -$96.6K ﹤0.01% 1219
2020
Q2 		$474K Buy
+22,600
New +$426K ﹤0.01% 1106
2020
Q1 		– Sell
-6,800
Closed -$177K – 1149
2019
Q4 		$177K Sell
6,800
-400
-6% -$10.9K ﹤0.01% 1273
2019
Q3 		$208K Buy
+7,200
New +$220K ﹤0.01% 1223

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 $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.