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Första AP-fonden’s Franklin Resources BEN Stock Holding History

Första AP-fonden’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
-142,700
Closed -$2.75M – 552
2025
Q1 		$2.75M Buy
142,700
+25,600
+22% +$513K 0.02% 489
2024
Q4 		$2.38M Sell
117,100
-33,900
-22% -$714K 0.02% 533
2024
Q3 		$3.04M Buy
151,000
+47,600
+46% +$1.03M 0.02% 495
2024
Q2 		$2.31M Buy
103,400
+8,500
+9% +$205K 0.02% 509
2024
Q1 		$2.67M Buy
94,900
+15,400
+19% +$424K 0.02% 514
2023
Q4 		$2.37M Sell
79,500
-104,000
-57% -$2.59M 0.02% 514
2023
Q3 		$4.51M Buy
183,500
+102,500
+127% +$2.77M 0.05% 367
2023
Q2 		$2.16M Sell
81,000
-207,800
-72% -$5.37M 0.02% 514
2023
Q1 		$7.78M Buy
288,800
+120,300
+71% +$3.51M 0.09% 248
2022
Q4 		$4.45M Buy
168,500
+30,700
+22% +$762K 0.05% 395
2022
Q3 		$2.96M Sell
137,800
-112,400
-45% -$2.89M 0.04% 444
2022
Q2 		$5.83M Sell
250,200
-1,500
-0.6% -$38.4K 0.08% 305
2022
Q1 		$7.03M Buy
251,700
+128,300
+104% +$3.92M 0.08% 294
2021
Q4 		$4.13M Buy
123,400
+103,000
+505% +$3.39M 0.04% 432
2021
Q3 		$606K Buy
20,400
+3,300
+19% +$103K 0.01% 533
2021
Q2 		$547K Buy
+17,100
New +$554K 0.01% 529
2020
Q4 		– Sell
-20,100
Closed -$409K – 522
2020
Q3 		$409K Buy
20,100
+13,400
+200% +$281K 0.01% 501
2020
Q2 		$140K Sell
6,700
-3,500
-34% -$66K ﹤0.01% 510
2020
Q1 		$170K Buy
+10,200
New +$234K 0.01% 479

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

Första AP-fonden's BEN Position: Q2 2025 in Review

Första AP-fonden sold out of Franklin Resources (BEN) in Q2 2025, closing a stake of 142,700 shares — an estimated $2.75M sold.

Första AP-fonden first reported a position in BEN in Q1 2020 and held it in 19 quarters. The position peaked at $7.78M in Q1 2023. 565 funds tracked by Wall St. Rank hold BEN as of Q2 2025.

  • Första AP-fonden reported no remaining Franklin Resources position as of Q2 2025 after selling out during the quarter.
  • Första AP-fonden sold 142,700 Franklin Resources shares in Q2 2025, an estimated $2.75M.
  • Första AP-fonden first reported a position in Franklin Resources in Q1 2020 and held it in 19 quarters.
  • Första AP-fonden's Franklin Resources position peaked at $7.78M in Q1 2023.
  • 565 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2025.

Based on Första AP-fonden's 13F filing for Q2 2025, filed 8 Aug 2025.