CIBC World Markets’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $767K | Buy |
+32,092
| New | +$737K | ﹤0.01% | 770 |
|
|
2025
Q2 | $623K | Sell |
26,109
-10,289
| -28% | -$212K | ﹤0.01% | 786 |
|
|
2025
Q1 | $701K | Sell |
36,398
-11,408
| -24% | -$229K | 0.01% | 836 |
|
|
2024
Q4 | $970K | Sell |
47,806
-10,867
| -19% | -$229K | 0.01% | 616 |
|
|
2024
Q3 | $1.18M | Buy |
58,673
+1,724
| +3% | +$37.1K | 0.01% | 595 |
|
|
2024
Q2 | $1.27M | Sell |
56,949
-19,063
| -25% | -$459K | 0.01% | 571 |
|
|
2024
Q1 | $2.14M | Buy |
76,012
+10,148
| +15% | +$280K | 0.01% | 489 |
|
|
2023
Q4 | $1.96M | Buy |
65,864
+20,184
| +44% | +$502K | 0.01% | 523 |
|
|
2023
Q3 | $1.12M | Sell |
45,680
-12,539
| -22% | -$339K | 0.01% | 454 |
|
|
2023
Q2 | $1.56M | Buy |
58,219
+20,755
| +55% | +$536K | 0.01% | 498 |
|
|
2023
Q1 | $1.01M | Sell |
37,464
-90,578
| -71% | -$2.65M | 0.02% | 478 |
|
|
2022
Q4 | $3.38M | Buy |
128,042
+81,132
| +173% | +$2.01M | 0.02% | 400 |
|
|
2022
Q3 | $1.01M | Sell |
46,910
-16,131
| -26% | -$415K | 0.01% | 368 |
|
|
2022
Q2 | $1.47M | Sell |
63,041
-2,939
| -4% | -$75.2K | 0.01% | 467 |
|
|
2022
Q1 | $1.84M | Buy |
65,980
+5,427
| +9% | +$166K | 0.01% | 419 |
|
|
2021
Q4 | $2.03M | Sell |
60,553
-13,839
| -19% | -$455K | 0.01% | 393 |
|
|
2021
Q3 | $2.21M | Buy |
74,392
+5,020
| +7% | +$157K | 0.02% | 410 |
|
|
2021
Q2 | $2.22M | Sell |
69,372
-8,868
| -11% | -$287K | 0.02% | 414 |
|
|
2021
Q1 | $2.32M | Sell |
78,240
-31,265
| -29% | -$854K | 0.01% | 421 |
|
|
2020
Q4 | $2.74M | Buy |
109,505
+15,541
| +17% | +$347K | 0.01% | 502 |
|
|
2020
Q3 | $1.91M | Buy |
93,964
+6,033
| +7% | +$127K | 0.02% | 425 |
|
|
2020
Q2 | $1.84M | Buy |
87,931
+10,622
| +14% | +$200K | 0.02% | 413 |
|
|
2020
Q1 | $1.29M | Sell |
77,309
-93,676
| -55% | -$2.15M | 0.02% | 411 |
|
|
2019
Q4 | $4.44M | Buy |
170,985
+138,862
| +432% | +$3.77M | 0.03% | 429 |
|
|
2019
Q3 | $927K | Sell |
32,123
-36,536
| -53% | -$1.12M | 0.01% | 614 |
|
|
2019
Q2 | $2.39M | Sell |
68,659
-7,474
| -10% | -$254K | 0.02% | 550 |
|
|
2019
Q1 | $2.52M | Buy |
76,133
+34,584
| +83% | +$1.09M | 0.02% | 477 |
|
|
2018
Q4 | $1.23M | Sell |
41,549
-51,714
| -55% | -$1.59M | 0.01% | 537 |
|
|
2018
Q3 | $2.84M | Buy |
93,263
+25,487
| +38% | +$821K | 0.02% | 477 |
|
|
2018
Q2 | $2.17M | Buy |
67,776
+7,615
| +13% | +$255K | 0.02% | 554 |
|
|
2018
Q1 | $2.09M | Sell |
60,161
-5,931
| -9% | -$241K | 0.02% | 482 |
|
|
2017
Q4 | $2.86M | Buy |
66,092
+18,171
| +38% | +$787K | 0.02% | 464 |
|
|
2017
Q3 | $2.13M | Sell |
47,921
-460
| -1% | -$20.2K | 0.02% | 435 |
|
|
2017
Q2 | $2.17M | Buy |
48,381
+12,383
| +34% | +$529K | 0.02% | 446 |
|
|
2017
Q1 | $1.52M | Buy |
35,998
+12,195
| +51% | +$506K | 0.01% | 433 |
|
|
2016
Q4 | $942K | Buy |
+23,803
| New | +$891K | 0.01% | 418 |
|
|
2016
Q2 | – | Sell |
-655,000
| Closed | -$25.6M | – | 225 |
|
|
2016
Q1 | $25.6M | Buy |
+655,000
| New | +$23.2M | 0.56% | 53 |
|
Other funds holding BEN
PCOC
ACL
CIBC World Markets's BEN Position: Q4 2025 in Review
CIBC World Markets opened a new position in Franklin Resources (BEN) in Q4 2025: 32,092 shares worth $767K. The stake represents ﹤0.01% of the portfolio and ranks #770 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in BEN as recently as Q2 2025.
CIBC World Markets first reported a position in BEN in Q1 2016 and has held it in 37 quarters since. The position peaked at $25.6M in Q1 2016. 572 funds tracked by Wall St. Rank hold BEN as of Q4 2025.
- CIBC World Markets held 32,092 shares of Franklin Resources worth $767K as of Q4 2025.
- Franklin Resources was a new CIBC World Markets position in Q4 2025.
- Franklin Resources made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #770 holding.
- CIBC World Markets first reported a position in Franklin Resources in Q1 2016 and has held it in 37 quarters since.
- CIBC World Markets's Franklin Resources position peaked at $25.6M in Q1 2016.
- 572 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2025.
Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.