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Chesapeake Asset Management’s Franklin Resources BEN Stock Holding History

Chesapeake Asset Management’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
-20
Closed -$405 – 544
2024
Q4 		$405 Buy
+20
New +$421 ﹤0.01% 417

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EQF
Evergreen Quality Fund Grand Cayman, Cayman Islands $4.37B AUM 119.42% 1-Year Est. Return

Chesapeake Asset Management's BEN Position: Q1 2025 in Review

Chesapeake Asset Management sold out of Franklin Resources (BEN) in Q1 2025, closing a stake of 20 shares — an estimated $405 sold.

Chesapeake Asset Management first reported a position in BEN in Q4 2024 and held it in 1 quarter. The position peaked at $405 in Q4 2024. 562 funds tracked by Wall St. Rank hold BEN as of Q1 2025.

  • Chesapeake Asset Management reported no remaining Franklin Resources position as of Q1 2025 after selling out during the quarter.
  • Chesapeake Asset Management sold 20 Franklin Resources shares in Q1 2025, an estimated $405.
  • Chesapeake Asset Management first reported a position in Franklin Resources in Q4 2024 and held it in 1 quarter.
  • Chesapeake Asset Management's Franklin Resources position peaked at $405 in Q4 2024.
  • 562 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2025.

Based on Chesapeake Asset Management's 13F filing for Q1 2025, filed 5 Jan 2026.