CIBC Private Wealth Group
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CIBC Private Wealth Group’s Franklin Resources BEN Stock Holding History

CIBC Private Wealth Group’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
Q4 		$506K Sell
21,172
-1,707
-7% -$39.2K ﹤0.01% 879
2025
Q3 		$529K Buy
22,879
+902
+4% +$22.3K ﹤0.01% 849
2025
Q2 		$524K Buy
21,977
+1,529
+7% +$31.5K ﹤0.01% 822
2025
Q1 		$341K Buy
20,448
+2,824
+16% +$56.6K ﹤0.01% 924
2024
Q4 		$349K Sell
17,624
-1,456
-8% -$30.7K ﹤0.01% 971
2024
Q3 		$384K Buy
19,080
+44
+0.2% +$948 ﹤0.01% 952
2024
Q2 		$421K Buy
19,036
+168
+0.9% +$4.05K ﹤0.01% 870
2024
Q1 		$521K Sell
18,868
-480
-2% -$13.2K ﹤0.01% 827
2023
Q4 		$576K Buy
19,348
+1,278
+7% +$31.8K ﹤0.01% 763
2023
Q3 		$444K Sell
18,070
-5,077
-22% -$137K ﹤0.01% 783
2023
Q2 		$618K Sell
23,147
-156
-0.7% -$4.03K ﹤0.01% 657
2023
Q1 		$362K Buy
23,303
+156
+0.7% +$4.56K ﹤0.01% 755
2022
Q4 		$606K Sell
23,147
-1,500
-6% -$37.3K ﹤0.01% 585
2022
Q3 		$530K Hold
24,647
– – ﹤0.01% 694
2022
Q2 		$574K Hold
24,647
– – ﹤0.01% 682
2022
Q1 		$688K Sell
24,647
-29
-0.1% -$886 ﹤0.01% 695
2021
Q4 		$826K Sell
24,676
-801
-3% -$26.4K ﹤0.01% 682
2021
Q3 		$757K Hold
25,477
– – ﹤0.01% 663
2021
Q2 		$815K Hold
25,477
– – ﹤0.01% 708
2021
Q1 		$754K Buy
25,477
+10,000
+65% +$273K ﹤0.01% 725
2020
Q4 		$387K Sell
15,477
-899
-5% -$20.1K ﹤0.01% 824
2020
Q3 		$333K Sell
16,376
-128
-0.8% -$2.69K ﹤0.01% 761
2020
Q2 		$345K Buy
16,504
+1,530
+10% +$28.9K ﹤0.01% 554
2020
Q1 		$250K Buy
14,974
+177
+1% +$4.06K ﹤0.01% 757
2019
Q4 		$384K Sell
14,797
-5,263
-26% -$143K ﹤0.01% 748
2019
Q3 		$579K Buy
+20,060
New +$613K ﹤0.01% 667
2018
Q3 		– Sell
-19,861
Closed -$637K – 1045
2018
Q2 		$637K Sell
19,861
-5,824
-23% -$195K ﹤0.01% 727
2018
Q1 		$891K Buy
25,685
+248
+1% +$10.1K ﹤0.01% 662
2017
Q4 		$1.1M Buy
+25,437
New +$1.1M ﹤0.01% 634
2014
Q2 		– Sell
-10,372
Closed -$571K – 598
2014
Q1 		$571K Buy
+10,372
New +$558K ﹤0.01% 502

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

CIBC Private Wealth Group's BEN Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Franklin Resources (BEN) stake by 7.5% in Q4 2025, selling an estimated $39.2K and leaving 21,172 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

CIBC Private Wealth Group first reported a position in BEN in Q1 2014 and has held it in 30 quarters since. The position peaked at $1.1M in Q4 2017. 573 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

  • CIBC Private Wealth Group held 21,172 shares of Franklin Resources worth $506K as of Q4 2025.
  • CIBC Private Wealth Group sold 1,707 Franklin Resources shares in Q4 2025, an estimated $39.2K.
  • Franklin Resources made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #879 holding.
  • CIBC Private Wealth Group first reported a position in Franklin Resources in Q1 2014 and has held it in 30 quarters since.
  • CIBC Private Wealth Group's Franklin Resources position peaked at $1.1M in Q4 2017.
  • 573 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.