E. Ohman J:or Asset Management’s Franklin Resources BEN Stock Holding History

E. Ohman J:or Asset Management’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	-14,500	Closed	-$279K	–	406
2025 Q1	$279K	Hold	14,500	–	–	0.01%	410
2024 Q4	$294K	Hold	14,500	–	–	0.01%	419
2024 Q3	$292K	Hold	14,500	–	–	0.01%	397
2024 Q2	$324K	Hold	14,500	–	–	0.01%	391
2024 Q1	$408K	Buy	14,500 +2,900	+25%	+$79.9K	0.01%	370
2023 Q4	$346K	Hold	11,600	–	–	0.01%	383
2023 Q3	$285K	Hold	11,600	–	–	0.01%	398
2023 Q2	$310K	Hold	11,600	–	–	0.01%	404
2023 Q1	$313K	Hold	11,600	–	–	0.01%	400
2022 Q4	$306K	Hold	11,600	–	–	0.01%	399
2022 Q3	$250K	Hold	11,600	–	–	0.01%	405
2022 Q2	$270K	Hold	11,600	–	–	0.01%	404
2022 Q1	$324K	Hold	11,600	–	–	0.01%	414
2021 Q4	$388K	Hold	11,600	–	–	0.01%	412
2021 Q3	$345K	Hold	11,600	–	–	0.01%	437
2021 Q2	$371K	Sell	11,600 -5,000	-30%	-$162K	0.01%	439
2021 Q1	$491K	Hold	16,600	–	–	0.02%	367
2020 Q4	$415K	Hold	16,600	–	–	0.02%	345
2020 Q3	$338K	Hold	16,600	–	–	0.02%	340
2020 Q2	$348K	Buy	16,600 +8,000	+93%	+$151K	0.02%	322
2020 Q1	$144K	Sell	8,600 -7,600	-47%	-$174K	0.01%	398
2019 Q4	$421K	Buy	16,200 +3,700	+30%	+$101K	0.02%	329
2019 Q3	$361K	Hold	12,500	–	–	0.02%	288
2019 Q2	$435K	Hold	12,500	–	–	0.03%	266
2019 Q1	$414K	Sell	12,500 -1,700	-12%	-$53.7K	0.03%	267
2018 Q4	$421K	Hold	14,200	–	–	0.03%	257
2018 Q3	$432K	Hold	14,200	–	–	0.03%	274
2018 Q2	$455K	Buy	14,200 +3,600	+34%	+$121K	0.03%	266
2018 Q1	$368K	Hold	10,600	–	–	0.03%	312
2017 Q4	$459K	Buy	10,600 +1,700	+19%	+$73.6K	0.04%	284
2017 Q3	$396K	Hold	8,900	–	–	0.04%	297
2017 Q2	$399K	Hold	8,900	–	–	0.04%	284
2017 Q1	$375K	Hold	8,900	–	–	0.05%	300
2016 Q4	$352K	Buy	8,900 +1,600	+22%	+$59.9K	0.05%	273
2016 Q3	$260K	Hold	7,300	–	–	0.04%	320
2016 Q2	$244K	Sell	7,300 -1,400	-16%	-$50.9K	0.04%	310
2016 Q1	$340K	Hold	8,700	–	–	0.06%	230
2015 Q4	$320K	Hold	8,700	–	–	0.06%	248
2015 Q3	$324K	Hold	8,700	–	–	0.09%	218
2015 Q2	$427K	Hold	8,700	–	–	0.1%	198
2015 Q1	$446K	Hold	8,700	–	–	0.1%	197
2014 Q4	$487K	Hold	8,700	–	–	0.12%	179
2014 Q3	$475K	Hold	8,700	–	–	0.12%	180
2014 Q2	$503K	Sell	8,700 -2,100	-19%	-$115K	0.12%	172
2014 Q1	$585K	Hold	10,800	–	–	0.15%	154
2013 Q4	$618K	Hold	10,800	–	–	0.15%	148
2013 Q3	$546K	Hold	10,800	–	–	0.14%	158
2013 Q2	$490K	Buy	+10,800	New	+$550K	0.13%	163

Other funds holding BEN

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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

E. Ohman J:or Asset Management's BEN Position: Q2 2025 in Review

E. Ohman J:or Asset Management sold out of Franklin Resources (BEN) in Q2 2025, closing a stake of 14,500 shares — an estimated $279K sold.

E. Ohman J:or Asset Management first reported a position in BEN in Q2 2013 and held it in 48 quarters. The position peaked at $618K in Q4 2013. 565 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

E. Ohman J:or Asset Management reported no remaining Franklin Resources position as of Q2 2025 after selling out during the quarter.
E. Ohman J:or Asset Management sold 14,500 Franklin Resources shares in Q2 2025, an estimated $279K.
E. Ohman J:or Asset Management first reported a position in Franklin Resources in Q2 2013 and held it in 48 quarters.
E. Ohman J:or Asset Management's Franklin Resources position peaked at $618K in Q4 2013.
565 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2025, filed 8 Jul 2025.