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Code Waechter’s Franklin Resources BEN Stock Holding History

Code Waechter’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
Q2 		– Sell
-18,153
Closed -$349K – 112
2025
Q1 		$349K Sell
18,153
-24,119
-57% -$483K 0.29% 80
2024
Q4 		$858K Sell
42,272
-4,184
-9% -$88.1K 0.75% 36
2024
Q3 		$936K Buy
+46,456
New +$1M 0.89% 30

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Code Waechter's BEN Position: Q2 2025 in Review

Code Waechter sold out of Franklin Resources (BEN) in Q2 2025, closing a stake of 18,153 shares — an estimated $349K sold.

Code Waechter first reported a position in BEN in Q3 2024 and held it in 3 quarters. The position peaked at $936K in Q3 2024. 565 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

  • Code Waechter reported no remaining Franklin Resources position as of Q2 2025 after selling out during the quarter.
  • Code Waechter sold 18,153 Franklin Resources shares in Q2 2025, an estimated $349K.
  • Code Waechter first reported a position in Franklin Resources in Q3 2024 and held it in 3 quarters.
  • Code Waechter's Franklin Resources position peaked at $936K in Q3 2024.
  • 565 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on Code Waechter's 13F filing for Q2 2025, filed 5 Aug 2025.