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Continuum Advisory’s Franklin Resources BEN Stock Holding History

Continuum Advisory’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
-88
Closed -$1.69K – 520
2025
Q1 		$1.69K Sell
88
-32
-27% -$641 ﹤0.01% 1395
2024
Q4 		$2.44K Sell
120
-4,765
-98% -$100K ﹤0.01% 1356
2024
Q3 		$105K Sell
4,885
-872
-15% -$18.8K 0.01% 510
2024
Q2 		$129K Buy
5,757
+205
+4% +$4.94K 0.02% 447
2024
Q1 		$134K Buy
+5,552
New +$153K 0.02% 436
2022
Q2 		– Sell
-9,083
Closed -$223K – 406
2022
Q1 		$223K Buy
+9,083
New +$277K 0.04% 350

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

Continuum Advisory's BEN Position: Q2 2025 in Review

Continuum Advisory sold out of Franklin Resources (BEN) in Q2 2025, closing a stake of 88 shares — an estimated $1.69K sold.

Continuum Advisory first reported a position in BEN in Q1 2022 and held it in 6 quarters. The position peaked at $223K in Q1 2022. 565 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

  • Continuum Advisory reported no remaining Franklin Resources position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 88 Franklin Resources shares in Q2 2025, an estimated $1.69K.
  • Continuum Advisory first reported a position in Franklin Resources in Q1 2022 and held it in 6 quarters.
  • Continuum Advisory's Franklin Resources position peaked at $223K in Q1 2022.
  • 565 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.