First Horizon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.46K | Sell |
229
-116
| -34% | -$2.39K | ﹤0.01% | 1834 |
|
|
2025
Q1 | $6.65K | Sell |
345
-15
| -4% | -$301 | ﹤0.01% | 1731 |
|
|
2024
Q4 | $7.3K | Buy |
360
+350
| +3,500% | +$7.37K | ﹤0.01% | 1708 |
|
|
2024
Q3 | $201 | Sell |
10
-33
| -77% | -$711 | ﹤0.01% | 2283 |
|
|
2024
Q2 | $961 | Buy |
+43
| New | +$1.04K | ﹤0.01% | 2125 |
|
|
2022
Q3 | – | Sell |
-18
| Closed | – | – | 2275 |
|
|
2022
Q2 | $0 | Sell |
18
-134
| -88% | -$3.43K | ﹤0.01% | 2368 |
|
|
2022
Q1 | $4K | Buy |
152
+5
| +3% | +$153 | ﹤0.01% | 1323 |
|
|
2021
Q4 | $5K | Hold |
147
| – | – | ﹤0.01% | 1736 |
|
|
2021
Q3 | $4K | Buy |
+147
| New | +$4.58K | ﹤0.01% | 1783 |
|
|
2020
Q2 | – | Sell |
-4
| Closed | – | – | 1383 |
|
|
2020
Q1 | $0 | Buy |
+4
| New | +$92 | ﹤0.01% | 1377 |
|
|
2019
Q4 | – | Sell |
-210
| Closed | -$6K | – | 1514 |
|
|
2019
Q3 | $6K | Sell |
210
-9
| -4% | -$275 | ﹤0.01% | 1195 |
|
|
2019
Q2 | $7K | Sell |
219
-10
| -4% | -$340 | ﹤0.01% | 1182 |
|
|
2019
Q1 | $6K | Hold |
229
| – | – | ﹤0.01% | 1186 |
|
|
2018
Q4 | $6K | Buy |
+229
| New | +$7.04K | ﹤0.01% | 1168 |
|
|
2018
Q1 | – | Sell |
-182
| Closed | -$7K | – | 1426 |
|
|
2017
Q4 | $7K | Hold |
182
| – | – | ﹤0.01% | 1120 |
|
|
2017
Q3 | $8K | Hold |
182
| – | – | ﹤0.01% | 1060 |
|
|
2017
Q2 | $7K | Hold |
182
| – | – | ﹤0.01% | 1070 |
|
|
2017
Q1 | $7K | Sell |
182
-1,241
| -87% | -$51.5K | ﹤0.01% | 1114 |
|
|
2016
Q4 | $49K | Hold |
1,423
| – | – | 0.01% | 536 |
|
|
2016
Q3 | $49K | Sell |
1,423
-1,785
| -56% | -$63.1K | 0.01% | 530 |
|
|
2016
Q2 | $107K | Buy |
3,208
+248
| +8% | +$9.01K | 0.01% | 379 |
|
|
2016
Q1 | $111K | Buy |
2,960
+777
| +36% | +$27.5K | 0.01% | 399 |
|
|
2015
Q4 | $80K | Sell |
2,183
-678
| -24% | -$26.5K | 0.01% | 410 |
|
|
2015
Q3 | $106K | Buy |
2,861
+334
| +13% | +$14.5K | 0.02% | 387 |
|
|
2015
Q2 | $124K | Buy |
2,527
+411
| +19% | +$21.1K | 0.02% | 380 |
|
|
2015
Q1 | $109K | Buy |
2,116
+916
| +76% | +$48.6K | 0.02% | 406 |
|
|
2014
Q4 | $66K | Hold |
1,200
| – | – | 0.01% | 468 |
|
|
2014
Q3 | $66K | Buy |
1,200
+1,054
| +722% | +$59K | 0.01% | 466 |
|
|
2014
Q2 | $7K | Hold |
146
| – | – | ﹤0.01% | 1128 |
|
|
2014
Q1 | $7K | Buy |
146
+17
| +13% | +$915 | ﹤0.01% | 1042 |
|
|
2013
Q4 | $6K | Buy |
129
+3
| +2% | +$162 | ﹤0.01% | 1044 |
|
|
2013
Q3 | $6K | Buy |
126
+15
| +14% | +$724 | ﹤0.01% | 918 |
|
|
2013
Q2 | $5K | Buy |
+111
| New | +$5.65K | ﹤0.01% | 665 |
|
Other funds holding BEN
PCOC
First Horizon Advisors's BEN Position: Q2 2025 in Review
First Horizon Advisors reduced its Franklin Resources (BEN) stake by 34% in Q2 2025, selling an estimated $2.39K and leaving 229 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1834.
First Horizon Advisors first reported a position in BEN in Q2 2013 and has held it in 33 quarters since. The position peaked at $124K in Q2 2015. 566 funds tracked by Wall St. Rank hold BEN as of Q2 2025.
- First Horizon Advisors held 229 shares of Franklin Resources worth $5.46K as of Q2 2025.
- First Horizon Advisors sold 116 Franklin Resources shares in Q2 2025, an estimated $2.39K.
- Franklin Resources made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1834 holding.
- First Horizon Advisors first reported a position in Franklin Resources in Q2 2013 and has held it in 33 quarters since.
- First Horizon Advisors's Franklin Resources position peaked at $124K in Q2 2015.
- 566 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.
Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.