CAS
BEN icon

Coppell Advisory Solutions’s Franklin Resources BEN Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-1,355
Closed -$27.3K – 479
2024
Q4 		$27.3K Buy
1,355
+72
+6% +$1.52K ﹤0.01% 762
2024
Q3 		$26.7K Buy
1,283
+34
+3% +$733 ﹤0.01% 747
2024
Q2 		$27.9K Buy
+1,249
New +$30.1K ﹤0.01% 657
2023
Q4 		$2.06K Sell
69
-2,931
-98% -$72.9K ﹤0.01% 1287
2023
Q3 		$79.1K Buy
+3,000
New +$81.1K 0.03% 239
2023
Q1 		– Sell
-3,000
Closed -$79.1K – 274
2022
Q4 		$79.1K Buy
+3,000
New +$74.5K 0.03% 243

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EQF
Evergreen Quality Fund Grand Cayman, Cayman Islands $4.37B AUM 119.42% 1-Year Est. Return

Coppell Advisory Solutions's BEN Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Franklin Resources (BEN) in Q1 2025, closing a stake of 1,355 shares — an estimated $27.3K sold.

Coppell Advisory Solutions first reported a position in BEN in Q4 2022 and held it in 6 quarters. The position peaked at $79.1K in Q3 2023. 562 funds tracked by Wall St. Rank hold BEN as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Franklin Resources position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,355 Franklin Resources shares in Q1 2025, an estimated $27.3K.
  • Coppell Advisory Solutions first reported a position in Franklin Resources in Q4 2022 and held it in 6 quarters.
  • Coppell Advisory Solutions's Franklin Resources position peaked at $79.1K in Q3 2023.
  • 562 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.