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FORA Capital’s Franklin Resources BEN Stock Holding History

FORA Capital’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
2024
Q4 		– Sell
-92,162
Closed -$1.86M – 401
2024
Q3 		$1.86M Buy
+92,162
New +$1.99M 0.22% 136
2023
Q2 		– Sell
-71,333
Closed -$1.92M – 363
2023
Q1 		$1.92M Buy
+71,333
New +$2.08M 0.19% 151
2021
Q3 		– Sell
-3,180
Closed -$102K – 409
2021
Q2 		$102K Buy
+3,180
New +$103K 0.02% 584

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FORA Capital's BEN Position: Q4 2024 in Review

FORA Capital sold out of Franklin Resources (BEN) in Q4 2024, closing a stake of 92,162 shares — an estimated $1.86M sold.

FORA Capital first reported a position in BEN in Q2 2021 and held it in 3 quarters. The position peaked at $1.92M in Q1 2023. 564 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

  • FORA Capital reported no remaining Franklin Resources position as of Q4 2024 after selling out during the quarter.
  • FORA Capital sold 92,162 Franklin Resources shares in Q4 2024, an estimated $1.86M.
  • FORA Capital first reported a position in Franklin Resources in Q2 2021 and held it in 3 quarters.
  • FORA Capital's Franklin Resources position peaked at $1.92M in Q1 2023.
  • 564 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2024.

Based on FORA Capital's 13F filing for Q4 2024, filed 14 Feb 2025.