Citadel Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $267M | Buy |
11,321,929
+5,041,726
| +80% | +$130M | 0.19% | 338 |
|
|
2025
Q4 | $150M | Buy |
6,280,203
+1,897,692
| +43% | +$43.6M | 0.1% | 629 |
|
|
2025
Q3 | $101M | Sell |
4,382,511
-2,792,951
| -39% | -$69M | 0.08% | 835 |
|
|
2025
Q2 | $171M | Buy |
7,175,462
+6,756,533
| +1,613% | +$139M | 0.15% | 472 |
|
|
2025
Q1 | $8.06M | Sell |
418,929
-937,256
| -69% | -$18.8M | 0.01% | 3150 |
|
|
2024
Q4 | $27.5M | Buy |
1,356,185
+363,299
| +37% | +$7.65M | 0.03% | 1826 |
|
|
2024
Q3 | $20M | Buy |
992,886
+502,134
| +102% | +$10.8M | 0.02% | 2054 |
|
|
2024
Q2 | $11M | Buy |
490,752
+43,084
| +10% | +$1.04M | 0.01% | 2662 |
|
|
2024
Q1 | $12.6M | Sell |
447,668
-332,645
| -43% | -$9.16M | 0.01% | 2628 |
|
|
2023
Q4 | $23.2M | Buy |
780,313
+390,810
| +100% | +$9.72M | 0.02% | 1865 |
|
|
2023
Q3 | $9.57M | Sell |
389,503
-553,726
| -59% | -$15M | 0.01% | 2737 |
|
|
2023
Q2 | $25.2M | Buy |
943,229
+691,488
| +275% | +$17.9M | 0.03% | 1650 |
|
|
2023
Q1 | $6.78M | Sell |
251,741
-155,025
| -38% | -$4.53M | 0.01% | 3325 |
|
|
2022
Q4 | $10.7M | Buy |
406,766
+136,085
| +50% | +$3.38M | 0.01% | 2731 |
|
|
2022
Q3 | $5.83M | Sell |
270,681
-727,385
| -73% | -$18.7M | 0.01% | 3622 |
|
|
2022
Q2 | $23.3M | Buy |
998,066
+492,448
| +97% | +$12.6M | 0.03% | 1688 |
|
|
2022
Q1 | $14.1M | Sell |
505,618
-2,761,641
| -85% | -$84.3M | 0.02% | 2449 |
|
|
2021
Q4 | $109M | Sell |
3,267,259
-602,030
| -16% | -$19.8M | 0.12% | 608 |
|
|
2021
Q3 | $115M | Buy |
3,869,289
+2,788,888
| +258% | +$87M | 0.13% | 589 |
|
|
2021
Q2 | $34.6M | Buy |
1,080,401
+489,120
| +83% | +$15.8M | 0.04% | 1469 |
|
|
2021
Q1 | $17.5M | Sell |
591,281
-1,646,350
| -74% | -$45M | 0.02% | 2141 |
|
|
2020
Q4 | $55.9M | Buy |
2,237,631
+1,044,016
| +87% | +$23.3M | 0.06% | 870 |
|
|
2020
Q3 | $24.3M | Buy |
1,193,615
+151,212
| +15% | +$3.18M | 0.03% | 1406 |
|
|
2020
Q2 | $21.9M | Buy |
1,042,403
+256,380
| +33% | +$4.84M | 0.03% | 1433 |
|
|
2020
Q1 | $13.1M | Sell |
786,023
-443,736
| -36% | -$10.2M | 0.02% | 1601 |
|
|
2019
Q4 | $31.9M | Buy |
1,229,759
+654,129
| +114% | +$17.8M | 0.04% | 1077 |
|
|
2019
Q3 | $16.6M | Buy |
575,630
+29,001
| +5% | +$886K | 0.02% | 1661 |
|
|
2019
Q2 | $19M | Buy |
546,629
+186,990
| +52% | +$6.36M | 0.02% | 1466 |
|
|
2019
Q1 | $11.9M | Buy |
359,639
+173,126
| +93% | +$5.47M | 0.02% | 1862 |
|
|
2018
Q4 | $5.53M | Buy |
186,513
+174,596
| +1,465% | +$5.37M | 0.01% | 2644 |
|
|
2018
Q3 | $362K | Sell |
11,917
-44,226
| -79% | -$1.43M | ﹤0.01% | 7261 |
|
|
2018
Q2 | $1.8M | Sell |
56,143
-162,134
| -74% | -$5.43M | ﹤0.01% | 4268 |
|
|
2018
Q1 | $7.57M | Sell |
218,277
-3,885,379
| -95% | -$158M | 0.01% | 2000 |
|
|
2017
Q4 | $178M | Buy |
4,103,656
+2,964,217
| +260% | +$128M | 0.24% | 163 |
|
|
2017
Q3 | $50.7M | Buy |
1,139,439
+360,956
| +46% | +$15.8M | 0.08% | 544 |
|
|
2017
Q2 | $34.9M | Sell |
778,483
-728,662
| -48% | -$31.1M | 0.06% | 674 |
|
|
2017
Q1 | $63.5M | Buy |
+1,507,145
| New | +$62.5M | 0.11% | 338 |
|
|
2016
Q4 | – | Sell |
-60,102
| Closed | -$2.25M | – | 7270 |
|
|
2016
Q3 | $2.14M | Sell |
60,102
-112,698
| -65% | -$3.99M | ﹤0.01% | 2895 |
|
|
2016
Q2 | $5.77M | Buy |
+172,800
| New | +$6.28M | 0.01% | 1702 |
|
|
2016
Q1 | – | Sell |
-298,937
| Closed | -$10.6M | – | 6794 |
|
|
2015
Q4 | $11M | Sell |
298,937
-125,637
| -30% | -$4.91M | 0.02% | 1206 |
|
|
2015
Q3 | $15.8M | Buy |
424,574
+369,400
| +670% | +$16M | 0.02% | 1050 |
|
|
2015
Q2 | $2.71M | Buy |
55,174
+54,479
| +7,839% | +$2.79M | ﹤0.01% | 2702 |
|
|
2015
Q1 | $36K | Sell |
695
-7,407
| -91% | -$393K | ﹤0.01% | 7589 |
|
|
2014
Q4 | $449K | Sell |
8,102
-398,548
| -98% | -$22M | ﹤0.01% | 4874 |
|
|
2014
Q3 | $22.2M | Buy |
406,650
+381,832
| +1,539% | +$21.4M | 0.04% | 852 |
|
|
2014
Q2 | $1.44M | Buy |
+24,818
| New | +$1.36M | ﹤0.01% | 3059 |
|
|
2014
Q1 | – | Sell |
-40,416
| Closed | -$2.18M | – | 7845 |
|
|
2013
Q4 | $2.33M | Sell |
40,416
-21,894
| -35% | -$1.18M | ﹤0.01% | 2384 |
|
|
2013
Q3 | $3.15M | Sell |
62,310
-1,588,239
| -96% | -$76.7M | 0.01% | 1984 |
|
|
2013
Q2 | $74.8M | Buy |
+1,650,549
| New | +$84M | 0.19% | 165 |
|
Other funds holding BEN
PCOC
VCM
VPM
